【SMM Steel】Tata Power Renewable Energy (TPREL) has commissioned a 198 MW wind project in Tamil Nadu for Tata Steel. The project, featuring 55 wind turbines, will supply 31 million units of clean power annually, cutting carbon emissions by over 26,000 tons. TPREL used an in-house EPC model, completing foundation work in 126 days and full turbine installation in 167 days despite difficult terrain. This addition brings TPREL's total renewable capacity to 11.6 GW, advancing Tata Power's goal of 100% clean energy by 2045.

Recently, the Coega Green Ammonia Project in Johannesburg-Nelson Mandela Bay has reached a new milestone, with the development phase of a 1,430-megawatt (MW) solar PV cluster receiving approval. This cluster will provide 40% of the electricity required for the green hydrogen project. South Africa's PGM mining industry supports PGM-based PEM technology to address the intermittency of renewable energy. The Coega Green Ammonia Project, led by Thulani Gcabashe, Chairman of Hive Hydrogen South Africa, will utilize solar and wind energy to produce green ammonia, primarily for export to Europe and the Far East. The project will commence at the Port of Ngqura, adjacent to the Coega Special Economic Zone, and is expected to achieve commercial operation in Q4 2029.

On June 6, GFJ H2 ENERGY PTY LTD (hereinafter referred to as "GFJ H2"), an Australian joint venture company under Jiangsu Guofu Hydrogen Energy Technology & Equipment Co., Ltd. (hereinafter referred to as "Guofu Hydrogen Energy"), officially signed a memorandum of cooperation with Australia's Spring River Pty Ltd (hereinafter referred to as "Spring River"). The two parties will collaborate to promote the application of hydrogen energy in the mining sector in Australia, replacing traditional energy sources with a "green hydrogen + green electricity" model to jointly create a demonstration project for green mines. The Australian mining industry has a robust demand for energy and has long relied on diesel-powered generation, facing dual challenges of high carbon emissions and import dependency. In response to this industry situation, Guofu Hydrogen Energy and Spring River have reached a consensus to build a clean and low-carbon energy system through a full-chain layout of "hydrogen production from renewable energy - hydrogen storage - hydrogen power generation." According to the cooperation plan, Guofu Hydrogen Energy, relying on its Australian subsidiary GFJ H2, will provide the project with a fully intelligent AI unmanned off-grid operating system that integrates solar power generation, electrolyzer-based hydrogen production, energy storage systems, and fuel cell power generation. This system will fully utilize the abundant local solar and wind energy resources to produce green hydrogen and ensure a stable power supply to mining areas. Spring River will be responsible for liaising with the local government, facilitating project approval and implementation, and ensuring electricity consumption. The two parties will use the joint venture company as the implementing entity. After the initial project is established, they will gradually promote this green energy solution to more mining areas.

In April 2024, SANY forged a strategic partnership with an Australian customer. Prior to this, SANY had already established the largest integrated hydrogen production and refueling station in China, and this collaboration marked its first foray into introducing relevant technologies to the international market. On May 20 this year, SANY officially delivered custom-developed 200 Nm³/h skid-mounted hydrogen production and refueling equipment to the customer, signifying a crucial step forward in the internationalization of its green energy products. Leading Technology Drives Efficient Hydrogen Refueling The project employs industry-leading flexible electrolysis water hydrogen production technology, paired with an integrated control system to ensure stable and efficient operation of the equipment. A single system boasts dual-stage hydrogen compression and storage capabilities at 50 MPa and 90 MPa, meeting the hydrogen refueling needs of both 35 MPa commercial vehicles and 70 MPa passenger vehicles. This means that whether it's freight vehicles or daily-use passenger vehicles, they can all be quickly and safely refueled at this integrated station. Adhering to Global Standards, Ensuring Safe and Compliant Implementation To successfully enter the Australian market, the project strictly adhered to local market standards during production and has obtained comprehensive certifications from Bureau Veritas (BV) and TÜV SÜD: AS 3000 Electrical Safety Certification: Achieving Australia's highest Level 2 standard. ASME/AS1200 Dual Certification: Pressure vessels comply with both US and Australian standards, holding ASME U3 stamp certification. Fatigue life exceeds 20,000 cycles. SAE J2601 Hydrogen Refueling Protocol Testing: Conforming to international fueling standards, capable of refueling 70 MPa passenger vehicles within 3 minutes. Design-Oriented Development and Rigorous Safety Analysis SANY adopts a forward development process based on fundamental design principles. During the development process, the project team conducted comprehensive risk assessment and management for the PEM (Proton Exchange Membrane) hydrogen production and purification system and the high-pressure hydrogen refueling system, covering hazard identification, hazard and operability analysis, safety integrity level assessment, and layer of protection analysis, among other aspects. These analytical methods facilitate the precise identification of risks at an early stage of the project, laying a solid foundation for creating safe, intelligent, and resilient hydrogen energy solutions. Leveraging advanced technology, stringent safety standards, and global collaboration, SANY's success in the Australian market will serve as a pivotal step in promoting sustainable development. SANY remains focused on the clean energy sector, continuously deepening its expertise and making breakthroughs in wind energy, solar energy, hydrogen energy, energy storage systems (ESS), and microgrid technologies. Xiang Wenbo, Chairman of SANY Heavy Industry, stated, "SANY is accelerating its transition towards decarbonization and green growth, committed to injecting momentum into the industry's green development.""

Recently, the People's Government of Qingshan District issued a public announcement seeking comments on the "Baotou Equipment Manufacturing Industrial Park Industrial Development Plan (2024-2035)". The document states: By 2030, it aims to establish an integrated equipment manufacturing base for "wind, solar, hydrogen, and energy storage", with the output value of the wind energy industry reaching 2 billion yuan, the capacity of PV modules reaching 30GW, the output value of hydrogen energy equipment reaching 1.5 billion yuan, and the output value of the energy storage industry reaching 500 million yuan. By 2035, it aims to form a new energy equipment cluster worth 10 billion yuan and establish an autonomous region-level hydrogen energy equipment testing and certification center. The total output value of the wind energy industry will reach 5.5 billion yuan, the total capacity of PV modules will reach 50GW, the total output value of hydrogen energy equipment will reach 3.5 billion yuan, and the total output value of the energy storage industry will reach 1 billion yuan. In the hydrogen energy industry, relying on the Baotou Hydrogen Energy Demonstration City Manufacturing and Application Project and the Hydrogen Energy Industry and Renewable Energy Integration Project, and with the goal of developing hydrogen energy industry projects, it will fully leverage the park's resources to focus on the development of hydrogen refueling equipment, hydrogen storage equipment, and hydrogen fuel cells. At the same time, relying on the development of hydrogen energy applications, it will develop downstream industries of new energy such as new energy batteries and NEVs, build a hydrogen energy industry chain, and establish a hydrogen energy equipment industry cluster. By focusing on green hydrogen manufacturing and pilot demonstrations, it will introduce a group of leading and key enterprises in the hydrogen energy equipment and fuel cell industries with strong driving effects. It will actively engage with leading enterprises such as SPIC Hydrogen Energy, SinoHytec, Himalaya, Meijin Energy, Dongfang Electric, Weichai Power, and Shanghai Re-Fire, striving to attract R&D and manufacturing enterprises for hydrogen fuel cells, drones, hydrogen-powered forklifts, and other products. It will cultivate and introduce producers of key materials and core parts for fuel cells, such as hydrogen recirculation pumps, membrane electrodes, bipolar plates, efficient catalysts, proton exchange membranes, and control systems, to improve the layout of the industry chain. It will focus on the industrialisation of hydrogen fuel cells and core parts to build an industry cluster. It will strengthen its engagement with Shanghai Shenergy Group, Sinoma Science & Technology, and CIMC ENRIC to expand the equipment industry chain for hydrogen "production, storage, transportation, and refueling". Taking the opportunity of vigorously developing renewable energy for "green hydrogen" production, it will cultivate enterprises in electrolysis-based hydrogen production equipment, liquid hydrogen storage and transportation equipment, hydrogen transmission pipelines, and hydrogen refueling equipment. It will develop equipment such as hydrogen refueling machines, control valve groups, hydrogen compressors, and sequence control cabinets centered around hydrogen refueling equipment to improve the layout of the hydrogen energy industry chain.

On June 3, the National Development and Reform Commission (NDRC) of Zhejiang Province issued a notice from the Zhejiang Provincial Energy Administration regarding the issuance of the "Guiding Opinions on the Supervision of Tender and Bid for Engineering Construction Projects in the Energy Sector of Zhejiang Province (Trial)". The document states that these opinions apply to tendering and bidding activities for energy projects within the administrative region of Zhejiang Province. The term "energy projects" as used in these opinions refers to energy infrastructure projects approved or filed by the development and reform (energy) departments, including coal, oil, natural gas, nuclear energy, hydropower, wind energy, solar energy, biomass energy, geothermal energy, ocean energy, as well as electricity, heat, and hydrogen energy. It does not include power distribution, power relocation, and other projects constructed as auxiliary facilities for the main part of the project in other industries. These opinions will come into effect on July 1, 2025, and will be implemented on a trial basis for three years.

Guided by the global goal of "carbon neutrality," the PV industry has emerged as a core driving force in energy transition. In 2024, the industry continued to unleash its innovative vitality, with the emergence of integrated development models such as multi-energy complementarity and generation-grid-load-storage integration. Breakthroughs were achieved in technological routes like "PV+ESS+hydrogen+methanol+ammonia" and "PV+ESS+charging," while application scenarios such as "PV+agriculture" and "PV+architecture" continued to expand, injecting strong momentum into the global transition to clean energy. At this critical period, the 17th Hongwei World Solar PV & Energy Storage Industry Expo will grandly open from August 8-10, 2025, in Area B of the Canton Fair Complex, Guangzhou. Co-hosted by the Guangdong Solar Energy Association, the Guangdong Hong Kong Macau Economic and Trade Cooperation Promotion Association, and Guangdong Hongwei International Exhibition Group Co., Ltd., the expo will bring together elite enterprises from upstream and downstream of the PV industry chain. It aims to create an important platform for global PV industry exchanges and cooperation, helping enterprises tackle challenges, seize opportunities, and promote high-quality development of the industry. A "super stage" for the global PV and energy storage industry, leading innovative development Since its optimization and upgrade in 2020, the Solar PV & Energy Storage World Expo has become a significant event in the global PV and energy storage industry. From August 8-10, 2025, the 17th expo will be held in Area B of the Canton Fair Complex, Guangzhou, and is expected to attract over 2,000 exhibitors, with an exhibition area of 180,000 m², and receive over 200,000 professional visitors from more than 100 countries. The expo covers the entire PV industry chain, including raw materials, materials, equipment, ESS, batteries, components, inverters, brackets, engineering, and application products. It is co-located with new energy fields such as wind energy, ESS, thermal energy, charging piles, and bioenergy every year. With a cumulative exhibition area exceeding 600,000 m² and attracting over 6,000 enterprises, the expo has been held for 16 consecutive years. It serves as an important platform for brand market expansion, new product launches, and trade orientation, assisting Chinese enterprises in "going global" and overseas enterprises in "coming in," and receiving promotional coverage from over 500 media outlets. Registration Channels: Exhibitor Registration: Pre-registration on the official website https://www.pvguangzhou.com Inquiries to the Organizing Committee: Ms. Liu at 13044243240 Visitor Registration: Scan the QR code to claim an e-ticket↓ Note: On-site visitors need to purchase tickets for entry, priced at 99 yuan! Pre-register now to get a free ticket!

The Vietnamese government has withdrawn some of the previously promised electricity price concessions, with subsidy cuts ranging from 34% to 50%. This has sparked protests from over 40 solar and wind energy investors, who claim that it may lead them to default on a total of $13 billion in equity investments.

On May 29, at the 2025 SMM (2nd) Rare Earth Industry Forum hosted by SMM Information & Technology Co., Ltd., Gao Yazhou, Director of the Motor Technology Department at the R&D Center of Goldwind Science&Technology Co., Ltd., shared the topic of "Rare Earths & Wind Power: Empowering Carbon Neutrality" with the attendees. Development Trends in the Wind Power Industry [Wind Power Industry Trends] The Global Wind Power Industry Looks to China, Stepping Boldly into the Carbon Neutrality Era • With clear "dual carbon" goals, the wind power market is entering a period of historic opportunities. The cumulative new installations during the "14th Five-Year Plan" period will reach 250-300 million kW, an 80% increase compared to the "13th Five-Year Plan" period, with an average annual installation of 50-60 GW. • By 2030, installations will reach at least 800 million kW, and by 2060, at least 3 billion kW, indicating that wind power will maintain rapid and sustained development over the next 40 years! [Wind Power Industry Trends] In China, Wind and Solar Installations Surpass Thermal Power In Q1 2025, China's combined new installations of wind and PV power reached 74.33 million kW, with cumulative installations reaching 1.482 billion kW (including 536 million kW of wind power and 946 million kW of PV power), surpassing thermal power installations (1.451 billion kW) for the first time. In the future, as new installations of wind and PV power continue to grow rapidly, it will become the norm for wind and PV installations to exceed thermal power installations. In Q1, the combined power generation from wind and PV reached 536.4 billion kWh, accounting for 22.5% of the total electricity consumption in society, with non-fossil energy power generation accounting for 39.8%. In Q1, the combined power generation from wind and PV increased by 111 billion kWh compared to the same period last year, significantly exceeding the increase in total electricity consumption in society (58.2 billion kWh). [Wind Power Industry Trends] Wind Power is Playing a Pivotal Role in the Social Economy Annual output value is approximately 600 billion yuan, with an employment base of about 2.5 million people. Complete industry chain: covering wind resource assessment, wind farm development and construction, equipment manufacturing, technical services, testing and certification, investment and financing services, etc. Feeding back into related industries: driving progress and breakthroughs in materials technology, testing and inspection, heavy-haul transportation, and other sectors. [Wind Power Industry Trends] China has Become the World's Largest Wind Power Equipment Manufacturing Base China accounts for 50% of the global market share in the production of wind turbine parts and complete machines; key components and castings and forgings account for 70% of global market production (e.g., generators, wheel hubs, frames, blades, gearboxes, bearings, etc.). [Wind Power Industry Trends] Innovation in Materials, Technology, Standards, and Models is Becoming Normalized With the further reduction in the price of wind turbines, the industry is building a new technological system through technological advancements in new theories, materials, processes, core components, and architectures across the four areas of "wind"-"turbine"-"farm"-"grid". "Trends in the Wind Power Industry" Major Trends in Wind Turbines: Larger Rotors, Higher Capacity • Major Trend - Larger Rotors and Higher Capacity: As the scope of wind energy resource development and utilization in China continues to expand, the development of low-wind-speed resources in southeastern China has become a significant trend. The technological development of wind turbines is also gradually aligning with this demand, showing a trend towards larger rotors and higher capacity. • In 2024, the world's longest GW147-meter blade passed static testing in one go. From 2022 to 2024, the unit capacity of wind turbines has increased from 16 MW to 26 MW, with Goldwind's 16 MW turbines already achieving mass offshore operation. "Trends in the Wind Power Industry" Major Trends in Wind Turbines: Taller Towers • Major Trend - Larger Rotors and Taller Towers: As the scope of wind energy resource development and utilization in China continues to expand, the development of low-wind-speed resources in southeastern China has become a significant trend. The technological development of wind turbines is also gradually aligning with this demand, showing a trend towards larger rotors and taller towers. In terms of tower height, since Goldwind began experimenting with steel-concrete hybrid tower structures in 2013, the technology for tall flexible steel towers and hybrid towers has continuously pushed the height of tower bases, with the benchmark height of domestic towers increasing from 120 meters (steel-flexible tower) in 2015 to 185 meters (steel-concrete hybrid tower) in 2024. "Trends in the Wind Power Industry" Broad Prospects for the Retrofitting and Replacement Market • Market Size Forecast for After-Sales Services: The after-sales service market for wind power is expected to enter a golden period of rapid growth in out-of-warranty capacity over the next three years. With the accelerated pace of wind power technology upgrades, there is a significant demand for retrofitting and replacing aging turbines, indicating broad prospects. It is estimated that by 2024, the cumulative out-of-warranty capacity will reach 229 GW, with the overall market size of after-sales services being approximately 31 billion yuan. Calculating at a 25% openness rate for operation and maintenance in 2024, the effectively open market size will be approximately 20 billion yuan. • Policy Support: The National Energy Administration has released a draft for public comment on the "Administrative Measures for the Retrofitting, Upgrading, and Decommissioning of Wind Farms," officially providing clear and traceable policy support for the technological retrofitting and upgrading of aging wind turbines. It encourages the systematic upgrading and optimization of wind farms with unit capacities less than 1.5 megawatts (MW) or that have been in operation for more than 15 years. Challenges and Demands "Challenges and Demands" Continuous Decline in Wind Turbine Bid Prices and Soaring Prices of Rare Earths • Market Price Trends of Wind Turbines: Since 2021, China's onshore wind power market has gradually entered a phase of low-price competition. As of November 2024, the lowest market price for onshore wind turbines (including towers) was 1,355 yuan/kW (data source: Fengmang Energy). • Price Trends of Pr-Nd Metal Oxides: The nearly threefold price surge from 2021 to 2022 has imposed significant cost pressure on direct-drive permanent magnet wind power technology, promoting a rapid transition towards medium-speed permanent magnet wind power and high-speed doubly-fed induction generator (DFIG) wind power technology routes. Although there was a pullback in 2024, due to the medium-speed industry chain and the cycle of delivery rhythm, it is difficult for the direct-drive technology route to reverse course in the short term. "Challenges and Requirements" - Suitable Scenarios for Different Wind Power Technology Routes • Low-speed motors without gearboxes: Permanent Magnet Synchronous Generators (PMSGs) and Electrically Excited Generators (EEGs), with rated speeds ranging from 7.5rpm to 15rpm. • PMSGs matched with low transmission ratio (40-80) gearboxes, with rated speeds ranging from 200rpm to 600rpm. • Motors matched with high transmission ratio (100-150) gearboxes: Doubly-Fed Induction Generators (DFIGs), Squirrel Cage Induction Generators (SCIGs), and PMSGs, with rated speeds ranging from 1700rpm to 1800rpm. • DFIG is currently the most economical technology route for onshore wind power; medium-speed PMSG is the most suitable technology route for offshore wind power at present; and direct-drive PMSG is the most reliable technology route (Siemens offshore units). "Challenges and Requirements" - Business Model Innovation and Value Potential of Direct-Drive Motors • Comparing the residual values of 5.2MW direct-drive and 5.3MW semi-direct-drive motors, and considering the direct sales and scrap market disposal models, as well as the costs of tower dismantling and transportation, the recoverable revenue for direct-drive motors is 520,000 yuan, while for semi-direct-drive motors, it is -440,000 yuan. Copper and rare earth materials account for the largest portion of the residual value, exceeding 80%. • Rare earths are non-renewable elements with significant market value and application prospects. Disposing of them as processed Pr-Nd alloy products will yield an additional gain of over 70,000 yuan per unit. • Innovative business models, such as a professional wind turbine motor recycling industry chain and contractualized motor recycling value, need to be cultivated and guided within the industry. In addition, it provides a detailed discussion on Goldwind's permanent magnet motors. 》Click to view the special report on the 2025 SMM (2nd) Rare Earth Industry Forum

The Shenyang Wind-Solar Hydrogen-Biomass Green Methanol and Aviation Fuel Demonstration Project is a large-scale green energy initiative invested and constructed by China Energy Engineering Group Northeast Electric Power Engineering Co., Ltd. in Kangping County, Shenyang City. Below are the detailed specifications of the project: Project Owner China Energy Engineering Group Northeast Electric Power Engineering Co., Ltd. serves as the primary investor and constructor of this project. Investment Amount The intended investment for the project reaches 32 billion yuan. Production Capacity and Construction Plan Phase I: The plan includes constructing a 100,000 mt/year green methanol production line, supported by 500,000 kW of wind power capacity, with an estimated annual consumption of 600,000 mt of biomass (such as straw and forestry waste). The project completed its filing on May 26, 2025. Phase II: The plan involves building a 400,000 mt/year green aviation fuel and related products production line, adding 1.5 million kW of wind power capacity, with annual biomass demand projected to reach 2.4 million mt. Project Location Located in Kangping County, Shenyang City, Liaoning Province. Technical Solution The project innovatively adopts a coupled technology integrating wind-solar power generation with biomass pyrolysis, achieving efficient energy conversion and clean utilization through system integration of water electrolysis for hydrogen production and biomass pyrolysis oil synthesis. The specific process includes: Utilizing wind power to convert wind energy into electricity. Producing hydrogen through water electrolysis, splitting water into hydrogen and oxygen. Converting agricultural waste (such as corn straw and rice husks) into gaseous fuel. Synthesizing methanol, aviation fuel, and other clean fuels from hydrogen and biomass gas under catalytic action. Project Significance Environmental Benefits: Upon operation, the project will consume 3 million mt of biomass resources annually, with estimated annual CO2 emission reductions exceeding 2 million mt. Economic Benefits: The project will attract 15 types of supporting enterprises, including electrolyzers, hydrogen storage tanks, and biomass crushing equipment, creating an estimated 8,000 new jobs. Additionally, it will establish a "straw-for-methanol" model, increasing farmers' income by 200 yuan per mu and effectively boosting rural prosperity. Energy Transition: The project's 2 GW centralized wind power capacity is expected to generate 5 billion kWh annually, equivalent to half a year's electricity consumption for Shenyang residents. This will provide ample clean energy locally, reduce reliance on traditional fossil fuels, and optimize the energy structure. Project Progress - On March 1, 2025, the Liaoning Province-Central State-Owned Enterprises Deepening Cooperation Symposium was held in Beijing, where China Energy Engineering Group Northeast Electric Power Engineering Co., Ltd. and Kangping County, Shenyang City, officially signed the project cooperation agreement. - On May 26, 2025, the 100,000 mt green methanol project in Phase I of the project was officially filed, marking the formal initiation of the project's preliminary work. The construction of this project will strongly support the development of Shenyang as a "hydrogen capital of the north" and an "ESS capital," providing crucial support for the green fuel supply chain in the Northeast Asia region.