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Monday, 7 September 2026

39 briefs so farlast update 17:39 UTC

Key points

  • Brent Briefly Tops $98 as Hormuz Tensions and Chinese Buying Lift Crude.
  • Chinese Media Report Freeze on Approvals for New Battery Manufacturing Capacity.
  • ExxonMobil to Operate Papua LNG After TotalEnergies Cuts Stake to 20%.
  • Dangote Refinery Cleared for Lagos IPO Targeting About USD 1.6 Billion.

Grid & Storage

Mexico Pushes Storage Registration Deadline to Oct. 30 Under CFE Strategic Call

Mexico's Secretariat of Energy (Sener) has moved the registration deadline for storage projects to Oct. 30 under the Call for Strategic Electricity Generation and Storage Projects associated with CFE, according to ESS News.

The change applies to storage only. ESS News reported that the extension does not reopen registration for renewable generation projects, whose window closed Sept. 2.

Generation developers had a three-month window to file expressions of interest and interconnection study requests, running from June 2 through Sept. 2, per ESS News. Storage applicants now have close to two additional months beyond that cutoff.

The call itself is not new, and the deadline shift is not the first change to it. ESS News reported that Sener published the original call May 15 and that it has already been amended since.

Interconnection study requests were bundled with expressions of interest for generation projects in the same June 2 to Sept. 2 window, tying grid access screening directly to the registration step rather than treating it as a later stage.

With the generation track closed and the storage track held open to Oct. 30, the process now runs on two separate clocks under a single call associated with CFE.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

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Grid & Storage

Waratah Super Battery Set to Reach Full Capacity After Replacement Transformer Energised

Australia's most powerful battery is poised to reach full capacity after a replacement transformer was energised, RenewEconomy reported.

The asset is the Waratah Super Battery, according to RenewEconomy.

The transformer replacement had held the project short of its rated output, and its energisation clears the way for the battery to operate at full capacity, per RenewEconomy.

Source: reneweconomy.com.au (opens in a new tab)1 sourcePermalink

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Grid & Storage

Chinese Media Report Freeze on Approvals for New Battery Manufacturing Capacity

China has instituted an administrative domestic freeze on regulatory approvals for new battery manufacturing capacity, according to Chinese media reports relayed by ESS News.

The suspension was first reported by Chinese financial outlet Caixin and subsequently picked up by Reuters. Chinese media are reporting the freeze applies to regulatory approvals for new battery manufacturing capacity.

Authorities are conducting an audit into operational and planned pipelines across stationary energy storage and electric vehicle cells, according to the reporting. The scope therefore covers both grid-scale storage cell lines and automotive cell lines rather than a single application segment.

Projects already under active construction are believed to remain permitted to proceed. That distinction places the measure at the approvals stage, leaving factories mid-build outside the freeze.

The measure has not been formalized in public documents. No official ministry decree, National Development and Reform Commission (NDRC) circular, or Ministry of Industry and Information Technology (MIIT) gazette has been published on government portals.

The reported pause follows another fiscal change in the same sector. China restored a 2% lithium-ion battery tax last month, ending an exemption that had run for 11 years, according to ESS News.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

Grid & Storage

PG&E, Google Back 12 MW Bay Area Home Device Virtual Power Plant

A virtual power plant built on home batteries, thermostats and heat pumps in the San Francisco Bay Area has been launched by Pacific Gas and Electric Company (PG&E), Rewiring America and Google under the name Smart Home Assets for Reliability and Efficiency (SHARE), ESS News reported.

PG&E and Rewiring America expect the aggregation to reach roughly 12 MW of capacity by 2028, according to ESS News.

ESS News reported the program could enroll up to 21,000 distributed energy resources already installed by PG&E customers, including home batteries and smart thermostats.

Google will pay for running the program and for any incentives handed to participants, ESS News reported.

Customers of PG&E in Santa Clara and Alameda counties qualify for new high-efficiency heat pumps with onboard batteries, supplied by Carrier, and Google will cover part of the equipment and installation bill.

PG&E runs the aggregation itself, sending dispatch instructions through its distributed energy resource management system (DERMS) platform and measuring how the enrolled devices perform, according to ESS News.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

Grid & Storage

IBU-tec Clears Permit Hurdle for LFP Cathode Plant in Bitterfeld-Wolfen

IBU-tec has obtained the approval required to start operations at its lithium iron phosphate (LFP) production plant in Bitterfeld-Wolfen, Germany, granted by the State Administration Office of Saxony-Anhalt, electrive reported.

The site under construction is designed for 15,000 tonnes of capacity and is scheduled to begin operations in 2028, according to electrive.

Offtake is already locked in. PowerCo SE has secured the entire plant's production capacity for 10 years at pre-defined prices, electrive reported. IBU-tec is a supplier to the battery subsidiary PowerCo.

The contract is expected to generate annual revenue in the mid- to high double-digit millions for IBU-tec starting in 2028, in the profitable segment, per electrive.

Supply to PowerCo does not wait for the new plant. IBU-tec will begin producing LFP cathode material for the customer this year at its existing facilities in Weimar, and that arrangement runs until 2028, according to electrive.

On the Bitterfeld-Wolfen site, the company has erected the steel structure for a logistics hall with storage capacity of roughly 2,000 pallets, electrive reported. Trial operation of the spray tower is scheduled for the end of Q4.

IBU-tec states that once the plant is running, it will be the only provider in Europe capable of producing LFP cathode material on an industrial scale.

Source: electrive.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: IBU-tec Clears Permit Hurdle for LFP Cathode Plant in Bitterfeld-Wolfen
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Grid & Storage

Europe's Battery Storage Installations to Reach 57 GWh in 2026, EUPD Research Says

European battery storage installations are expected to reach 57 GWh in 2026, according to EUPD Research's latest Electrical Energy Storage report. That would mark a 78% increase over the prior year.

EUPD Research put last year's European installations at 32 GWh. The forecast published by ESS News tracks a market the researcher describes as gaining momentum.

The residential segment accounts for a smaller share of the projected total. EUPD Research expects installed residential capacity to rise from 11 GWh to 15 GWh, growth of around 36%.

That gap between headline growth and residential growth is the substance of the forecast. The 78% expansion EUPD Research projects for the wider European market runs well ahead of the roughly 36% it expects from home batteries, leaving the balance of new capacity to non-residential installations.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

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