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China's Power Storage Sector to Drive Energy Transition, S&P Says

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China's power storage sector is key to resolving the country's energy bottlenecks, S&P Global Ratings said in a recent release.

The sector will anchor wind and solar integration, lessen curtailment, and boost system reliability, S&P said.

Greater storage will also facilitate renewable power companies' shift to market-based pricing, the rating agency said.

S&P expects battery energy storage systems to grow faster amid a rise in the renewable energy mix that also includes pumped-hydro projects.

Independent power producers will see additional revenue sources through the battery projects, which will also hedge against increasingly unstable spot market prices, S&P credit analyst Scott Chui said.

Better economics and revenue visibility should encourage more energy companies to invest in power storage and narrow risks of intermittent renewable power, S&P said.

The rating agency expects players to sufficiently cushion against upcoming large investments, estimated at 1 trillion renminbi over the next five years, in line with their capital expenditure plans.

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