Relying on the domestic leading foundation of hydropower and hydro-wind coupling, Yunnan takes the lead in introducing new special policies for energy storage, focusing on guiding the large-scale development of long-term energy storage. Through the incentive of differentiated capacity leasing, Yunnan leans to long-term technologies such as flow battery energy storage, promotes the landing of independent shared energy storage, and promotes the integration of wind, solar and water storage and joint scheduling of the basin. Efforts should be made to resolve the seasonal contradictions of water abandonment in wet season and power shortage in dry season, and explore the market-oriented operation mode of long-term energy storage for the Southwest hydropower belt.

1. The difficulty of hydropower regulation and storage, the bottom choice of long-term route

There is a natural contradiction between abundant and dry power output imbalance in Yunnan hydropower, short-time lithium energy storage is difficult to be competent for inter-cycle regulation and storage, and long-term energy storage of more than 4 hours is suitable for the stable transmission demand of west-east power transmission. Eleven projects in Yunnan's 2026 provincial shared energy storage list use flow battery storage, with a total of 1.5GW/6GWh. Its high cycle life and essential safety characteristics are suitable for high-frequency charging and release conditions, which confirms the scene value of the flow route. However, the scarcity of vanadium resources and the cyclical fluctuations of the price also put constraints on large-scale expansion. As GW-scale projects continue to be rolled out, the industry urgently needs a new scheme that makes the raw material base more universal and can withstand tens of thousands of deep charge and discharge cycles.

Solution of iron-based scheme, incremental path adapted to high frequency condition

Juan Energy storage self-developed alkaline fully soluble all-iron flow battery, relying on abundant iron resources, get rid of scarce minerals such as lithium and vanadium constraints. Water system without thermal runaway risk, suitable for reservoir area, high altitude station; The capacity of tens of thousands of high-frequency charging and discharging cycles matches the characteristics of shared energy storage operation, and the power and capacity decoupling design can flexibly configure the energy storage duration to achieve abundant storage and depletion. With more than 20 years of service cycle and closed-loop recovery of electrolyte, the full cycle cost advantage is prominent, which can quickly respond to the needs of Yunnan-Guizhou, Sichuan and Qinghai differentiated projects, and serve as an incremental route to supplement the expansion space of long-term energy storage.

3. The road of industry breaking through to verify the value in differentiated markets

Yunnan, Guizhou, Sichuan and Qinghai have differentiated market endowments. Yunnan is suitable for building a model benchmark, Sichuan focuses on channel regulation and weak power grid support, Guizhou focuses on the bottom of the stable net, and Qinghai needs a long time to adjust and store. In addition to the opportunities, there are still challenges such as inconsistent market mechanisms, limited grid-connected resources, and mountainous conditions that raise operation and maintenance costs. Long-term energy storage will move towards the coexistence of multiple routes. The breakthrough of the whole iron liquid flow is to rely on the real demonstration, verify the reliability and economy with long-term data under tens of thousands of deep charge and discharge cycles, and break the industrial ceiling brought by scarce resources.

Based on the development opportunity of new long-term energy storage in Yunnan, Juan Energy Storage continues to iterate the core material, reactor and control system of full iron liquid flow, and output customized long-term energy storage scheme for the integrated base of wind, light and water storage and independent shared energy storage power station. We look forward to working with regional energy platforms, power grids and new energy partners to launch demonstration projects, open up hydropower seasonal regulation and storage blocking points with long-term energy storage, make the value of green electricity across time series, and contribute iron-based energy storage solutions to the construction of new power systems and the implementation of dual carbon targets.