China reportedly suspends approvals for new storage cell capacity as plans top 2 TWh

Chinese regulators have suspended approval and further progress on energy storage manufacturing projects that are still at the planning stage and have not broken ground, multiple supply chain sources told Cailian Press in a report published September 6, 2026, as authorities survey how much cell capacity the country has already built and how much more sits on the drawing board. Storage cells are one of the priority areas of that survey. Projects that have completed filing and are already under construction are unaffected, and the sources described the move as a calibrated tightening rather than a blanket halt, to be adjusted as real demand develops. No ministry has published a formal notice and the report does not name the agencies involved, so the measure currently functions as administrative guidance rather than codified rule. The scale regulators are trying to contain has been set out by the industry itself. Tian Qingjun, senior vice president of Envision Group, said storage cell expansion announced this year alone exceeds 800 GWh, that roughly 1.2 TWh to 1.5 TWh of annual capacity will be commissioned by the end of 2026, and that total planned capacity now exceeds 2 TWh. “This has already gone far beyond the real… [Read More]

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