Energy storage is a powerful tool to promote the development of new energy and achieve the goal of "carbon neutrality." By 2025, artificial intelligence (AI) technology is deeply integrating with various industries at an unprecedented speed, and energy storage is no exception. When AI meets energy storage technology, what new blue oceans will it open for the industry? During the 13th International Energy Storage Summit and Exhibition (ESIE2025), reporters learned that with the empowerment of AI, scenario-based applications of "energy storage +" will become increasingly popular, extending further from the grid side to the user side, playing a greater role in energy transition.
AI and energy storage empower each other
Safety monitoring, intelligent operation and maintenance, optimized trading... At the 13th International Energy Storage Summit and Exhibition (ESIE2025), reporters observed that multiple companies showcased the application of AI-related technologies in energy storage products and solutions.
Currently, the installed capacity of renewable energy in our country is rapidly increasing, but wind power, photovoltaics, and other intermittent characteristics require energy storage to play a key role in peak shaving and valley filling, as well as peak regulation and frequency modulation in the new power system, supporting the large-scale development of renewable energy. Our country has listed "new energy storage" as one of the rapidly developing emerging industries and emphasizes its important supporting role in the national energy strategy transformation.
The "Energy Storage Industry Research White Paper 2025" released at this year's International Energy Storage Summit shows that during the "14th Five-Year Plan" period, China's new type of energy storage will have a compound annual growth rate of over 100%, and by 2025, the newly added installed capacity of new type energy storage projects in China is expected to exceed 30 gigawatts.
Zhongguancun Industrial Technology Alliance Executive Vice Chairman Yu Zhenhua introduced that energy storage systems are essentially a means of regulating the energy supply side and demand side, especially adopting flexible energy management strategies on the demand side. This process involves the processing of energy data and algorithms. He expressed the hope that more enterprises will enter the deep integration of AI + energy storage.
Haibosichuang co-founder and COO Shu Peng stated in an interview with Global Network reporters that "AI and energy storage" essentially represent a mutually empowering relationship. With the continuous development of AI technology, its demand for data computing power is constantly increasing, and strong computing power relies on energy and electricity for support, leading to an explosive growth in the demand for energy storage in application scenarios such as data centers. This surge in demand ultimately needs to be supported by distributed wind and solar (wind energy and solar energy) as well as energy storage resources. Conversely, when we apply AI technology to energy storage systems, we can also achieve safe, stable, and efficient operation of energy storage systems.
Promote the realization of value of energy storage in the chain.
With the deepening of the electricity marketization process, the volatility of renewable energy grid connection and the challenges of grid stability have become increasingly prominent. Recently, the "Notice on Deepening the Market-oriented Reform of Renewable Energy Grid Connection Prices and Promoting the High-quality Development of Renewable Energy" has promoted the full market entry of renewable energy, with grid connection prices formed through market transactions, while mandatory storage requirements have been canceled, opening new opportunities for energy storage companies.
Deeply exploring various scenarios of energy storage applications and promoting the realization of value in the source-grid-load-storage chain has become a clear direction and demand for many enterprises.
Industry insiders introduced to reporters that energy storage revenue will mainly come from market transactions, and market investments will pay more attention to the performance, quality, and service of energy storage. Performance and trading capabilities will significantly widen the revenue gap of energy storage power stations. In the past, companies would assign dedicated operational personnel to make operation and maintenance trading decisions; now, they use AI large model optimization algorithms for auxiliary decision-making, resulting in significantly improved revenue and efficiency for the same capacity compared to the past.
How can AI empower the optimization of electricity market transactions and better realize the value of energy storage? Shu Peng introduced that Haibosi Innovation uses AI technology to integrate multimodal data such as policy texts, real-time electricity prices, and spatial meteorology for high-precision price forecasting. In terms of dynamic trading strategies, it can output strategies tailored to different electricity markets based on real-time system conditions and fluctuations in the electricity market. Customized strategy output models and parameters are developed according to the rules and volatility characteristics of different electricity markets, enhancing market adaptability and profitability.
According to the data from the "Energy Storage Industry Research White Paper 2025," in 2024, virtual power plants will aggregate distributed energy storage resources through AI algorithms to participate in electricity spot market trading, with pilot projects in Europe and the United States seeing a 20% increase in revenue.
“Energy Storage + X” deeply explores the diverse application scenarios of energy storage.
What new gains will "Energy Storage + Oilfield" bring? The industry has already begun exploration: A certain operation platform in Changqing Oilfield has completed the first domestic high-power energy storage-driven electric fracturing. The energy storage system has replaced traditional diesel drive, providing stable power support for fracturing operations and solving the equipment downtime issues caused by grid fluctuations or power outages. With the increase in electric drive rates, the emissions of polluting gases and greenhouse gases from oilfield operations have significantly decreased, the utilization rate of clean energy has improved, and the traditional oilfield is being propelled towards a green transformation.
The "Energy Storage Industry Research White Paper 2025" shows that in the first four years of the "14th Five-Year Plan," the annual compound growth rate of new energy storage (2021-2024) is 121%; looking ahead to 2025, it is expected that the newly installed capacity will exceed 30 gigawatts. Entering the "15th Five-Year Plan," China's new energy storage market will gradually transition from "policy-driven" to "market-driven."
The market-driven approach is inseparable from the implementation and expansion of energy storage in various application scenarios. Shu Peng introduced the "Energy Storage + X" comprehensive integration model, which covers multiple energy scenarios such as wind power, photovoltaics, and thermal power, and revolves around various load-end application scenarios like "Energy Storage + Charging/Oil Fields/Mining/Data Centers," as well as high-energy-consuming fields like cement and steel, realizing the feasibility of business models and empowering the green and low-carbon transformation of various industries.
Taking the application of energy storage in coal mine scenarios as an example, there are mainly three advantages: First, through the energy storage system, coal mines can store electricity during low electricity price periods and use it during peak times, reducing electricity costs by taking advantage of price differences; Second, coal mines usually require backup power sources, and energy storage systems can replace traditional diesel generators, providing reliable backup power support; Third, a large amount of gas is extracted during the coal mining process, and there are intermittent issues when this gas is used for power generation, with power output being inconsistent and varying in size. Energy storage systems can convert this intermittent energy into a constant power output, thereby improving energy utilization efficiency and stability.
“Energy storage technology applied in segmented scenarios solves multiple key issues and breaks down the information barriers between traditional industries. If various industries clarify their own needs and integrate their resources into an asset package, their returns will significantly increase, accelerating the green and low-carbon transition, and all industries will benefit greatly.” Shu Peng stated. (Reporter Qi Chenjiu)