For our global #battery community - let me share a short summary of China's Five-Year Plan (2026–2030) - for all of us who work in this area, it is critically important to know 👇 The FYP officially designates batteries and energy storage as part of the "New Quality Productivity" (新质生产力). The plan moves beyond just expanding capacity to focus on a "triple closed loop" of energy #infrastructure, #application scenarios, and #materials support. 1. The plan shifts significant R&D and industrial subsidies toward next-generation #chemistries to reduce lithium dependency and increase #energydensity. All Solid-State Batteries (ASSB) is designated as a "critical breakthrough" area, supporting a move from #pilot lines to mass #manufacturing, specifically for high-end EVs and aerospace applications. #Sodium-Ion Batteries are elevated to a strategic alternative to lithium. The goal is to establish a complete industrial chain by 2030, targeting grid-scale storage and low-to-mid-range EVs to mitigate lithium price volatility and supply risks. Aqueous and Flow Batteries is recommended for long-duration energy storage (#LDES) to support the national grid's stability. (note that China's grid is not privatized) 2. The 15th FYP aims to solve the "curtailment" problem of wind and solar through a massive #storagemandate. Mandatory Pairing: New utility-scale renewable projects in "Sha-Gobi-Huang" (desert/barren) regions are generally required to pair with 20% to 30% storage capacity with at least 4-hour durations. Pumped Hydro: A target to reach 100GW of operational pumped-storage hydropower by 2030. New-Type Storage: Targeting over 80GW of "new-type" storage (batteries, compressed air, flywheels) by 2030, a significant jump from 2025 levels. 3. The "#BatteryPassport" & Carbon Tracking - For the first time, a FYP explicitly links battery production to a national "Carbon Accounting System" The plan mandates the establishment of carbon labeling and footprint #standards for batteries. This is partly a response to international regulations (like the EU) to ensure Chinese exports remain competitive. #Recycling & #Circularity: Implementation of a "Triple Closed Loop" system that mandates high recovery rates for lithium, cobalt, and nickel. It encourages battery as a service and standardized #batteryswapping modules to simplify recycling. 4. Integration & Infrastructure Vehicle-to-Grid (#V2G): Policies to incentivize EVs to act as mobile storage units, allowing owners to sell power back to the grid during peak demand. Zero-Carbon Industrial Parks will serve as "#sandboxes" for integrated solar-storage-charging #microgrids, aimed at achieving 100% renewable energy use at the factory level. (and the plan is 100 such parks in the next five years) Strategic #MineralStockpiling:The plan emphasizes "sovereign digital stacks" and "resource security," calling for increased domestic exploration and overseas joint ventures for battery minerals.