Dr. Kamil from Pylon Tech details the design, rigorous testing, and safety features of commercial and industrial liquid cooling battery energy storage systems. This session, based on a white paper with TUV Rheinland, highlights how robust engineering ensures performance and longevity across diverse, demanding environments.
Interview transcript
Auto-generated · reviewed · ~3 min readGood morning, good afternoon, and good evening to everyone joining us from around the world to today's international webinar co-organized by EOPD group and our esteemed partner pilot technologies. We are here today to explore a highly relevant and fast evolving area of energy storage, the remarkable environmental adaptability of commercial and industrial liquid cooling energy storage systems. This session today will provide a detailed insight into why this topic is not only timely, but absolutely essential as we navigate the challenges and opportunities of the global energy transition. Pylon Tech, our co-host, and one of the industries leading energy storage solution providers, brings together deep expertise in electrochemistry power, electronics, and system integration with a strong global presence. They have earned a reputation for delivering reliable, scalable, and robust energy storage solutions. In particular, their work in the CNI segment has been a driving force in boosting energy efficiency, reducing operational costs, and supporting grid stability as the need for energy efficient management growth. Worldwide, CNI energy storage systems are providing to be a key in balancing the supply and demand among these liquid cooling systems stand out due to their superior thermal performance, precise temperature control, and the potential to significantly extend the battery life. These systems have not only become a focal point for innovation, but are also experiencing rapid market growth and application diversity. Today's session is based on the findings of the newly released white paper titled High Environmental Adaptability for Commercial and Industrial Liquid Cooling Battery Energy Storage Systems, which was developed by Pylon Tech in collaboration with the T Reinland. We will hear directly from our expert speakers, Dr. Carmel, chief Technology Officer Germany at Pylon Tech, as well as myself, as we examine the latest developments, technical challenges, and future potentials of this exciting field. So thank you for being with us today. We are excited to share insights, exchange ideas, and do learn together. Now it is my pleasure to hand over to Camille for his deep expert insights on why high environmental adaptability matters in CNI energy storage, as well as the current developments and challenges of CNI liquid cooling ESS. Thank you in advance. I'm happy now to hand over to Camil and, uh, yeah, we all look forward to a very insightful session today. Thank you Daniel. Uh, and, uh, good day, uh, everyone, and thank you for joining us today. Uh, we are living in an area where clear energy is not longer just a goal. It is a necessity, and as we are undergo a global energy transition, energy storage has emerged as a back on technology in balancing supply and demand. Today's focus is on the particularly dynamic and promising field, commercial and industrial liquid cooling energy storage system. These systems are becoming the gold standard for thermal performance efficiency and adaptability across demanding industrial environment. Let's move to the next slide. If it works, great. It works. So today we gather to discuss a critical aspect, uh, often overlooked in energy storage system. How drastically different operating environments create monumental challenges for safety design. While the importance of safety ESS has gained widespread recommendation, the profit implications of environment diversity remain significantly underappreciated as energy storage deployment scale across Terrance and climate from coastal port to mountain ridges and from blistering desert to ic. So zone zones adaptability is no longer optional system need to work reality, no matter the location. The adaptability is what differentiates a left solution from costly failures, and that's why we are going to go through this slide. Great. Let's me illustrate this with two ing examples. In March, 2011, when the magnitude nine headquarters track Fukushima Japan, we witnessed how conventional ESS design failed catastrophically sales shocks, deformed battery wrecks, compromised containing structures and trigger cascading failures, not because of technical deficiency, but due to the in environment adaptation in design. A decade later in August, 2021, hurricane ias with 150 miles per hour wind and storm surge incident, Louisiana energy infrastructure post-disaster analysis revealed that 63% of damaged storage systems suffered salt water corrosion in electrical components and structural fatigues from wild load fellows roots in inadequate environment resilience planning. Let's move forward to more explanation. So at Palant Tech, through 15 years of field proven experie across 90 countries, we have systematically summarized environmental challenges across various regional scenarios in coastal area. For instance, high salt spray environments, several circuit components of products. This not only because abnormal system operations but may even directly lead to system shot circuit, creating major 70 hazards from for energy storage equipment in oneness regions, direct sunlight and high temperatures significantly impact system charging discharging efficiency while windblown sun can infiltrate product interiors. This compromises heat dissipation and ultimately leads to system failures in industrialized suns. Environmental humidity, temperature, chemical contamination directly affect normal product operations. In urban environments, fire resistance and ventilation capability becomes critical priorities for data center. For instance, electromagnetical electromagnetic inter interferences present a new challenge for energy storage system operations. Therefore facing this specialized requirements erasing from diverse complex environment, how shall we address them? And I want to provide you some more example on how we is coming. Alright, so the major topic is here, how we can increase the lifespan of the whole system. So we focus mostly on two major parts, the material selections and the process optimization. While we move on that topic is just to make sure that even if we have chosen the right selection of the materials, we have to make sure that this can be processed in the production line and in the mass production lines. So first of all, after re reviewing all the challenging and the environmental, uh, condition, then we select the materials for the energy storage system and which has to must take into account the environment aging factors varying across different countries and the region. This is the first step. Based on this, we have to make sure that the design and the math manufacturing process must ensure that the system structure remains stable and the long term expedition to harsh environments. And these two parts that are very important just to make sure that we can move forward and do set a real level system. Move to the next slide. Have a delay between when I click on it and when it appears. Try again. Yes. So, uh, I will provide you here, uh, a clear example what kind of, uh, environment, uh, challenges we have to face. Uh, the first one is a high temperature environment, and the second one is a very low temperature environment. And for the high internal activities and temperatures pit up battery reaction, uh, we increased the thermal runaway risk. For that part, we have to understand that the battery, the whole system is acting, but from the whole system to up to the cells level. So we have not only the system complete with the BMS, with the EMS, with the rack, with the, with the cells, uh, we have also to consider the whole system on that part, which is actually a, a, a quite big challenge in this case. Same, uh, with the low temperature environment, uh, what we have to increase, battery resistance may trigger lithium precipitation, which is a very important part just to make sure that the cells can be also be, uh, running during this part and also, which also may increase the short secret risk. So here we have some, uh, natural disaster. Uh, for instance, we have here for the headquartered that I already highlighted before, that the energy storage equipment may be displaced, may be damaged, or even toppled due to the citizen forces. And this have to be also taken account when we make some simulation on the whole structure, uh, that mean on the material part, but also on the design. So the battery module should internal structure damage and increase the risk of short circuit that we have to avoid. Regarding the strong winds, this is energy storage. Equipment support may bend and break while snow storms and heavy rains can lead to deformation of the equipment housing and electrical short circuit. So for the next factor that we have, what is highlighted as all the factors here, the high altitude area, the storage equipment, insulation, specialized of batteries and heating measures, causal zoning, corion resistant is critical for mountain region. Robust mechanical structures is require, this is all kind of, uh, information that we have to collect it just to make sure that we have the right sub materials part, the right design, and to design the right solution even for the sales, uh, part. Now I improve the current development of, uh, challenging in our design. So how we, uh, try to face this challenging the first part is, uh, to have a clear temperature control of the technology. This is, uh, one of the most important part which is directly linked to the two others. Sure. So the liquid cooling system dynamically adjusts coolant flow and temperature entering stable battery temperatures, which is very critical in that part. We have to make sure that we can control the temperature not only to measure the structure design, which battery pack use high straight corrosion resistant shells with cell component to block contaminants. And one of the most important part also, this is the intelligent monitoring, just to make sure that with the BMS and the environment monitoring system like energy management system, for instance, and all sensor can, the system can work together to answer the safe energy storage operation, whatever the environment. Okay, so how we, we, we, we did this. So, uh, when we have listed this part, we have to make sure that we can also, uh, make it as a product. So the challenging of extreme temperature adaptability in a high temperature with the leaking cooling, heat dissipation declines. We have to make sure that, uh, when the temperature is high, we have the opportunity to reduce the temperature on the cells level, not only on the whole equipment, but even on the cells level. And in lower temperatures, the current thickness, which is unfortunately, uh, the liquid part, uh, impairing the flow and the stop. I will show you some example in the next slide, then you will understand better what does this mean when you have a very high temperature or even when you have very low temperature, what are the consequences of the whole system? And when you can start to work with the system and how to have to prepare the system, that can be worked on the time that it demands for the structural strains. Challenges, the temperature differences can cause material to expand or become Bri. Uh, here the major part is just to make sure that we have not big differences during the system. Uh, on the temperature level, the humid environment can lead to coercion, as I already highlighted before, the system must maintain stability in the regions with frequent season activities. Uh, this is what I will show you also for with some example that you can understand better how we can move forward on the topic. Uh, we have a clear picture what the system should, uh, face, snow and ice long to present significant challenges. This is also mostly on the me mechanical structure. In that case, the applicability of standard and norms. Uh, that's also one of the major, uh, challenges that we have to face. Even if we found the right materials and the system and design, we have to make sure that we can pass all standard and norms just to make sure that also that the product can be, uh, app is applicable in different countries. So the lack in updating product design standard is also one part and the challenge of a regional and industrial standard differences. You will see that the overview of the whole, um, uh, norms and standard in different country is, is also a challenging part, uh, for a manufacturer like pilot tech. So I'm trying to move forward. Okay, this is, uh, one product that we provide. This is the Air 260, uh, Omni. So this is a cabinet solution which has a liquid cooling system. Um, with IP 55, we have a, a deep, uh, of discharge of 95%. The voltage range is between 700 and 900, uh, 36 volts. And here this is A1C charge and discharge solution that we provide. This is a whole system with above 8,500 cycles life and all here, this is a standard that we have to fulfill and that we also pass. As you can see, this is only here, the ca the battery cabinet solution with the whole solution on the liquid system with the sensory, the, uh, BMS also integrated and also, uh, the EMS if you recreates it. Another solution, uh, with higher, uh, battery capacity. This is L 417. This is, uh, here a cabinet solution also for outdoor. Uh, we have also the same for indoor. Uh, this is still the liquid cooling, uh, product with a DOD of 95% and the voltage above 1000 to 1,497 volts. The cycle life is always above 8,500 cycles, and we still have the one C charge and discharge solution. Uh, we sure provide, uh, the certification, uh, for countries that needs such solution. We have also bigger solution, uh, like here, uh, uh, container solution, uh, wise. Uh, this is a L 5,000 bat for the battery. So we have also here the liquid cooling. The DOD is the same, 95% we still have here one C charge and discharge. And, uh, here, this still have the 8,500 cycle lifetime. Uh, all the certifications also, uh, this is coupled directly with another, uh, con small container, uh, for the, uh, inventor, uh, for the PCS, uh, which can be also directly, uh, linked to our battery system. So here is only the battery, and I will give you now some clear example what kind of tests we proceed. I'm trying to move forward. Okay, so this is actually what Lantech liquid cooling CNI solution, uh, with the intelligent temperature control. So the most important part is actually the adjustment functions. So on the hot start and cold start function, which I will, uh, provide you some, uh, example and some measurement that we did, the presses temperature control, which also very important just to make sure that, uh, we have a very low temperature differences between the highest cells temperature and the lowest cells temperature. And this is something that we have to control. And sure, also, this is to have the low power consumption on the operation, just to make sure that our solution is not, uh, energy consuming, but is actually just providing the, all the energy to the system, uh, for the customer. So let's move, uh, to concrete examples. Okay, here you have, uh, four different, uh, uh, diagram. So this, what you can see, this is the, uh, intelligent temperature control for four different applications. So let's start with the diagram number one, uh, with the cell temperature curve. Uh, and, uh, we started the system with a minus 25 degree surface. Uh, we started with the power of 0.5. Uh, we started with the cool start, and then we make a chart. And this chart. So what happened actually here, so we started here during the call start phase. This is in, uh, the phase number one here. Uh, the lowest temperature of the battery cells increase from minus 25 degrees surface to above 10 degrees surface. And we need for this about 11 hours. So the system is designed that even if the system is, uh, by the cells, has the temperature of minus 25 degrees, the system will hit up the cells till 10 degrees cel to make sure that we can hear start to work, and to provide the energy to the customer. So the phase two, in this case, this is the differences. This is the operation part, and this is the, uh, the, the difference between here, the lowest curve to the above curve. This is the lowest cell temperature and the highest cell temperature. And as you can see, the difference is very, very low. Uh, we have here less than, uh, five degrees Celsius between the highest cell temperature and the low cell temperature. So just back to the, to the, to the number one, uh, which is very important is this. During the installation phase, the liquid cooling talk about two hours each time to hit the lowest temperature to the battery cells from a minus 10 to, uh, 13 degree Celsius. And then we start to, uh, hit after the internal of 2.4 hours. So, uh, just to make sure that here we have actually two round the first round of charging and discharging, and the second round of charging and also discharging. This is that you, what you can see, uh, in the low temperature test, uh, from the minus 25 degrees Celsius, the maximum temperature differences was 7.2 degrees Celsius from the minimal CEL to the maximum cel temperatures. And in the highest, uh, test I will show you later, you will see that the, the temperature is a bit higher. So number one, this is a heating up. The number two is, is when you are ready to have the temperature, uh, for every single cell that they are aligned. And then we start here. And then number three, this is the charging part. So you can see that the inner, uh, the temperature of every cell is increasing because they are ready and providing the energy. And then the number four, this is a decreasing part. What we have actually, uh, uh, stopped to, uh, work, uh, on the charging and discharging. So this is what happened when we start from minus 25 degrees surface. So the number two is the set temperature curve. When we start with very high temperature environment, we still have the maximum power of 0.5. So here you can see that, uh, on that case, the by starting the cell, the minimum cell temperature and the maximum cell temperature have a difference of 10 degrees surface. So the maximum is 45, but the minimum is 35. Then, uh, then you have to make sure that we can move forward and have actually a regulated temperature and not lots of big differences. So we start here to cool down the system. So it's very, very fast here. In this case, it's, uh, less than actually, uh, two hours, about three hours. And then we can start running the, the, the system by cool it down. So what you can see is that, uh, we have here about less than, uh, about the 5%, five degrees cel differences between the minimum and the maximum cell temperatures. And then we, we, we, uh, we, we cool down the whole system even lower than 20 degrees Celsius. So now move to the highest and lowest temperature of the battery cells during the two charge and discharge. So we make two cycles. In this case, this is what you can see. I'm not sure if it's quite clear if you can see the red, uh, the red line. Uh, so let's move on that part here on the number three. So we started with a temperature of 2025 degrees CELs, and then we have one charge effect in this case. So that what you can see, this is the maximum and minimum temperature difference. Uh, d the differences of different, uh, the temporary differences of cells level. So when you move now to number four, we have here the maximum and minimum. So also, so on this part here we have, uh, the charging level. So the power is 200, uh, kilowatt, and then you see that the temperature is increasing. So you have the difference of the temperature between cells. Then here we are discharging, we are still okay using, uh, the energy. So the cells is still increasing. Also the temperature here on the right side, this is the cells temperature that you have, and the maximum that we achieve is 45 degrees Celsius. While here, the minimum that we have here by discharging is also about 40 degrees Celsius. So we have something like six to seven degrees celsius differences in this case. Okay, you have here some, uh, clear picture what happen if the system is already at very high, uh, temperature environment or actually a very low temperature environment and how the system react not only to set the temperature of the whole system to the operation temperature, but also what is running by charging and discharging. And then the differences of the temperature between the minimum and minimum of the cells. They are pretty low up to maximum seven degrees surfaces. Great. So let's move now on the design. So what I show you before is the temperature. So this is the sales design. Now have a look on the structure design, which is a completely different in this case, uh, from the, uh, from the, uh, research and development, uh, point of view. So, uh, in this case, a pyrotech two G diagonal, diagonal, uh, lifting simulation. That was for the M seven. What you can see here, energy storage, uh, system, uh, confirm its structural integrity with stress well below material yield strength and def formation within safe living. So what you see here, we makes different kind of simulation, uh, with also the battery inside the right, inside the whole system inside. And then here, this is a container solution. And then it's all here, all about lifting the whole system, uh, for installation for instance. So, and uh, this is what we can see here. So the number two, uh, simulation that we had here, this is the wind low simulation. So we have here a container solution, and then we have here simulation when the wind pressure is on one phase, so under the wind speed of, uh, 250 kilometers per hours, uh, with the wind direction perpendicularly to the container side. So it's about 90 degree impact angle. Uh, the container did not tip over, which is actually good science in this case. So we make no simulation on the snow load, uh, simulation. So the results that you can see here indicates that under a snow load of 150 pound per square foot, which is about 700 kilogram per square meter, the maximum stress generated on the roof, this is on the roof of the M seven liquid cooling system energy storage, uh, was far below the material yield straits with both the maximum stress and deformation remaining within the safe limits. That's mean that here the solution that you provide is covering the standard in different countries. So then we have here, uh, for the, uh, number four is the IP X six test and also seven. So the, uh, pattern tech container highs has the IP 55 and also the IP 67, uh, even of the higher rate requirements. So this is a test that we can pro, pro proceed in our lab, but also by two two, uh, just to make sure that, uh, the test, uh, is also, uh, validated by the third party. So another simulation on the systemic, uh, simulation, which is a bit difficult to, uh, simulate, but, uh, we have some, uh, models on that topic. The simulation results demonstrates that the maximum stress experience by the system and the six direction or wide direction or set direction on the three direction that we can have, and the simulation three direction system impact is lower than the materials lead stress providing its excellent safe resistance. That's mean that here, the whole system is not impacted whatever the simulation, uh, has been, uh, proceeded. So the structure is still stable and has no impact on the material label for the transportation. Transportation, which is also one of the very important parts, uh, because all our product are complete are shipped from China worldwide. Uh, then we have here the transportation vibration simulation, which is Thea E three E transport vibration simulation. Uh, confirm that the liquid cooling energy storage system stress remain well below one third of the materials lead stress meeting, vibration retention require. So we can see here that we have the highest here point on that level, and that's it. So we, uh, on that part, we can clearly, uh, highlight that, uh, based on all the simulation that we, uh, did, uh, we actually, uh, high above, uh, the requirement that, uh, the environment can challenge us. Let's move from simulation to, um, the real work. Okay. Uh, then to validate the structural durability and environmental integrity and its containerized energy, uh, storage system. Uh, we conducted a 5,000 kilometer overland transportation test across China, starting from Shanghai, our headquarters, and ending in Z Bay passing through diverse and along the way. So we put 19 sensor has been installed across the container on main beam material modules and key structure knots. The sensor collected acceleration, vibration, temperature, and humidity data continuously. And the post general inspection revealed that no insulation degradation, stable board torque intact appearances, functional charge in discharge capacity. This test demonstrate that the system could maintain mechanically, uh, integrity and temperature stability during long haul real world transport. Its major amount tons in qualifying liquid cooling ESS for deployment in remote or challenging region. The multi safety design, so the BMS one of the most important part, preva prevent overcharging over discharging overheating and short circuit by optimizing charging discharging strategies and temperature control. The system feeder multi-layer safety protection including voltage, current short circuit and temperature monitoring and minimize risk free level short secret protection. We have the pack level fuse protection, the cluster level protection, and the system level protection. So pack cluster system, we have four level software protection software feature free tier protection with four alarm classified as level 1 2 3 plus an additional level zero lockout function for enhanced stem safety. This is in the BMS third, the liquid cooling cabinet, complete compli, sorry, with industrial standard for stability and safety, furthering safety switches and emergency stops for quick power cutoff. Fourth, electrical safety. The system electrical design complies with the standard of the international electrical commission. IS uh, c sorry, and the safety requirement of underwriting laboratories. So you will, uh, the integrating automatic fire surprise suppressing system can activate in quickly upon detecting abnormal temperature arises, preventing the spread of fire. You have also different, uh, sensor inside the cabinet or the containers to prevent, uh, the fire if there is any smoke or, uh, hydrogen, uh, in, in the, in the, in the system. Okay. When we design the system and also make all the tests, then you have also to pass all the certification, which is not an easy, uh, task to be honest, but this is something that we have to fulfill here. It's, uh, listed all the product certification for the liquid, uh, liquid, uh, solution that we provide. If it's a cabinet or if it's a container wise to make absolutely no differences in this case. Uh, we are using also different cells, so we have to repeat for every single, uh, system that we provide. Try to next slides. Okay. So from the re for the RD from the research and development design phase to the raw material procurement, the manufacturing process, and even the after sales maintenance stage, uh, by power tech, uh, we actually establish a rigorous and comprehensive quality control system. So we started actually with the whole process on the EMS control, which is very important part from the troubleshooting and early warning, just to make sure we're not going to, uh, produce, uh, scrap, uh, product, the intelligent prediction lines, just to make sure that we are aligned with our, uh, standards and also our criteria, the automatic logistic control system, just to make sure that our prediction line is running properly. And we very fast and for sure, the production data collection and recording, that's mean that everything that we produce, it's recording, it's safe, and even 20 years later, we have access to this data. And we can also reproduce also this data that mean that if you have product, uh, that has been produced, uh, three or five years ago, then in the next years, we still have actually the production data of this product, not only on the system, but also up to the sales level. Trying to next one. Well, actually, uh, that's a good news because, uh, the challenges are driven innovation, uh, and not stem it. So we are seeing a convergence of thermal in, uh, uh, in, uh, thermal engineering, material science and predicting software to make the next gener generation of CNI liquid cooling, uh, of the energy storage system, not just harder or stronger, but smarter. And as global energy, a ability becomes a universal concern. These solutions are not optional. They are fun. The journey is far from over, but the trajectory is clear. Liquid cooling energy storage is not just copying with extremes is evolving the master to them. Thank you for your attention. I'm, I'm open for questions. Thank you. Thank you very much, uh, Kail, um, for the very great insights. Uh, it was, uh, yeah, really a deep dive, uh, into the technolo technological advancements, uh, of the CNI energy storage, liquid cooling solutions. Um, we, uh, had, uh, yeah, quite a lot of, uh, interest Yeah. From the audience, uh, which is, uh, obviously then or which resulted, uh, in some questions, um, for you. Um, so the first one, um, I was referring to the low temperature environment Yeah. For the product. So, um, and the question is, I'm not sure if this was correctly understood, is the resistance not decreasing instead of increasing? The resistance is increasing, Yeah. The, yeah, yeah. What the question is, is the resistance not decreasing instead of increasing? Therefore, I'm saying maybe it was, uh, uh, misunderstood, uh, of the system concerning the low temperature environment. I don't understand the, the resistant. What does it mean with resistant? Um, I mean, it was, uh, aimed at one of the, uh, first slides where you were covering, um, uh, the, uh, low temperature environment. Yeah. What is happening there. And I, I think the resistance of the system is meant, but, um, again, maybe the, this question was not, uh, fully, um, formulated, uh, uh, in context, but, um, yeah, there's also, um, something regarding the L 260 omni system. Mm-hmm. Um, so, uh, the question, uh, from the audience was, um, yeah, what is the of this design, the, um, cycle life? Yeah. For, for this product, For the cycle life, they are always above 8,500 cycles. Wow. All liquid colleagues system that we provide. This is, uh, the, this is for the one C. Um, then we have also to, uh, to understand that the duty is 95%. Okay. Um, and the cycle lab, what is a very important part is, um, how many times the cycles appear per day, but how, how long is the, uh, waiting times between once cycle to the next one? Okay. Yeah. Thank you for, for answering that. Um, we have one concluding question. Um, and this is, um, is there not enough spare at the lower and upper limit to keep the capacity at 100% DOD? Um, so the 100% DOD is, uh, is possible. Uh, the measure problem that you have is that you will, uh, you will have a very strong and fast degradation of the system, uh, not only on the whole system, but on, so on the sales level, uh, that, that's why if we want to provide the 8,500 cycles warranty, uh, we need actually to make sure that we have actually the deal D of 95%. So most of the time the lowest, uh, would be 5%, and the highest is 100% in this case of the SOC. So this is actually the, the range where we work, uh, with our system. We have some customer, they actually don't go up to 100%, they go up lower, so 98% and they go like 5% on the lowest. Okay. Yeah. Thank you also for, for answering that question. Um, you see, uh, there is a strong interest Yeah. In, uh, the, the product line in this innovation. And, um, yeah, we highly appreciate, uh, your sharings, uh, uh, today. And, um, yeah, looking on the time, I think we have perfect timekeeping. Um, 10, 20, it's now my turn, um, to yeah, underline a little bit, um, of yeah, what, uh, you already said in terms of CNI developments and, um, I'm going, uh, yeah, to take over at this stage and, uh, share, um, some, yeah, data analytics, uh, on how we see, uh, the European solar and storage markets, um, evolving. So I'm going ahead now and share my screen and everyone should be able, um, yeah, to see it, uh, right now. So, um, yeah, as already introduced in the beginning, um, my name is Daniel folks. I'm, uh, the chief customer officer, um, here at EOPD group, um, working in the industry, um, for the last 15 years in the, in the solar coast, how we call it. Um, but yeah, at EOPD group, we are extremely committed, excited to boost the energy transition on global level through, um, really in-depth market research, um, through advisory services, through certification, as well as improvement services, uh, in form of branding, marketing, um, et cetera. So, um, yeah, my presentation today, um, for you is titled Assessing Europe's Market and developments for both Solar as well as energy storage. So yeah, when we look at the first slide, uh, of my presentation, um, I'm showcasing, uh, um, the annual installed solar PV capacity on a European level. Um, as we all know, um, yeah, the last 12 to 18 months, uh, in Europe, uh, have been quite challenging. And, um, although the newly installed, uh, PV capacity broke, um, another record last year, um, yeah, we see that the growth curve, uh, is flattening with only 2% we saw from, uh, 2023 to, um, uh, 2024. Um, yeah, we have a lot of reasons for that. Um, it is shown as a, a really nice, uh, duck curve or scur, how we call it, um, that speaks, uh, on the one hand for market maturity, um, but also, um, in the same, uh, context, um, indicates that there is a fierce competition going on and, uh, looking, um, uh, throughout Europe. Um, we are quite fragmented, um, with, uh, 30 countries here, um, that we do have, um, yeah, geopolitical conditions, uh, lately that are not, uh, yeah, let's say extremely, uh, pushing the deployment of renewable energies. When we look on the year running, um, 2025, um, we see this trend, a very slight growth, uh, of the European markets. Um, yeah, continuing, and you see it, uh, on the, uh, in the last bullet point, on the right side. Um, we expect between 66 and 69 gigawatts, um, of new PV deployments, uh, throughout all, um, Europe this year. Now let's, um, yeah, take a look, uh, more on a, um, uh, uh, country level. And we see that, um, out of the, um, uh, deployments, we had approximately, um, uh, 65, uh, gigawatts, only the top 10 PV markets, um, uh, last year installed 54 gigawatts of this capacity. Nevertheless, um, also here we see very, um, diverging trends, um, happening. Um, for instance, in Germany, um, after the huge boom, uh, in the early 2020s, um, or 22, 21, 22, we saw a slightly reduced, uh, deployment growth Yeah. With only, um, yeah, a couple of, uh, 12%. Yeah, we see it, uh, near the flag. Uh, but also we saw a few setbacks, um, for Spain, Poland, and the Netherlands, uh, as well as Austria, um, who saw, um, yeah, declines of 13, uh, percent, 11, uh, percent, uh, and for, uh, the Netherlands even 29% yeah, in the pv, uh, installations in the last year compared to 2023. But yeah, let's not underestimate, um, the newcomers, uh, as well. Yeah, we see there are countries, uh, now, um, surging in terms of pv, uh, deployment, um, especially, uh, yeah, France, Italy, Greece, Portugal and Romania, where highlights in 2024. And there are more emerging markets, uh, uh, coming Yeah, towards the, um, uh, gigawatt, uh, circle in Europe. And, um, yeah, we have here, um, on our radar, clearly Lithuania, Ireland, um, as well as, uh, Estonia, which shouldn't be really underestimated. So yeah. Why is this happening? Or let's say some reasons we see for sure, and this is now the underlying, uh, data based facts. Um, what, uh, came from, uh, uh, pilot tech already, um, said and underlying what the CNI commitment, um, we are focusing here on the European level. And, uh, we split it, split it down to a segmental level. And as you can see, um, uh, in here it's quite granular Yeah. With residential. Um, and then in the CNI space, we even have, uh, four different, um, metrics, and then we have the utility, um, space. So why is this segmental shift happening? Yeah, for sure. We see that the, um, yeah, countries with their climate targets, ambitious climate targets, um, have to meet these. Um, there's still, um, a shortage, uh, of workforce, uh, in some countries in the residential segment. And we do see, um, economies of scale coming that do speak for larger, um, systems. Also, um, I mentioned it's, uh, uh, before on the slide, um, there are fear factors, uh, that also shouldn't be taken into co should be taken into consideration, um, in terms of geopolitical changes, um, lacking incentives, um, et cetera. So when we look on the comparison between 2023 and 2024, now we see that, uh, the CNIs, uh, segment rose from already 37% to 45%, and the utility scale segment from 25% to 27%. Now, obviously, um, as this is, uh, uh, 100% bar chart here, we saw a slight moderate decline of the residential, um, segment, uh, for PV of 8% from 23 to 2024. Now we are looking on the, yeah, storage side of the industry. And, um, yeah, here we, um, see the deployments, uh, on a country level and only the top 10 storage markets in Europe, uh, installed approximately 20 gigawatt hours of new capacity, uh, in the last year. Um, in terms of the total newly installed storage capacity, still, Germany is the driving force within the European Union, and even on, uh, yeah, across, uh, intercontinental level in terms of volume, um, followed by a surging Italian market, um, and as well as, uh, the UK is on number three, um, for Italy, uh, as well as the uk. Um, the majority of last year's installations, and we see it, uh, later on as well, is, um, uh, coming from the, uh, CNI as well as, uh, utility, uh, scale segments utility, especially in the United Kingdom, uh, heavily booming, whereas Germany is still quite dominated, uh, until now. I have to say, that will also probably change in the near future by, uh, residential, um, level installations. So yeah, this slide, um, I already introduced. We look now, uh, or, or we assess the countries also more granularly on the, uh, segmental level. And, um, yeah, the major, um, let's say message here of this slide and, and what we have been seeing based on the data and our experience, uh, lately, is that, um, yeah, the dominance of the residential, um, energy storage segment across all Europe is decreasing, maybe not. Yeah, the dominance is coming to an end. It's still a very, um, uh, lucrative and, uh, big, uh, business, uh, obviously in Europe, but it's, uh, won't be, uh, longer dominated, uh, only by, um, residential storage as it was in the past. So across Europe, what does it mean? Uh, there are significant, uh, significant investments are now flowing into the CNI and utility scale projects. And, um, yeah, we also, uh, see a growing push for increased, uh, self consumption. So all together, combining these dynamics, they are driving profound shifts in the European energy storage markets also as PV and storage normally go hand in hand, which makes sense. Um, we see a similar, um, here on the next slide, a similar segmental shift happening in the energy, um, uh, storage space. Um, yeah. Why is this here happening? We have a pull forward effect, um, because of the, uh, conflicts. Uh, we, we currently see, um, as I mentioned beforehand, um, there's a significant, uh, investment volume going in, uh, a large scale, um, PV and, uh, also storage. There are already grid constraints. Yeah. We need that for buffering. And, um, we also see, uh, yeah, more often negative electricity prices. So yeah, while the, the, the share of residential storage is expected to remain unchanged more or less, um, the market growth, yeah, in total here we see it based on, uh, yeah, gigawatt hours and not, it's not on percentage, like in the, in the pbs, uh, slide is driven by the CNI as well as utility, um, scaled segments. And, um, yeah, for the CNI segment, we see, um, or we expect a growth from last year to this year in Europe of yeah, a massive 60%. So it is, uh, uptaking extremely growing when Then take a really close look into the, um, annual installed CNI storage capacity. Here we have selected, uh, European countries. Um, yeah, this is also speaking for itself. Yeah, this is not, uh, yet maturity. This is, uh, growth. Yeah. We are now in the start of a very big thing in the CNI energy storage space, uh, in the very near future with, uh, massive, uh, yeah, increases in, in deployments. And, um, yeah, we see it here also on the right, we have pointed it out, um, the annual installed capacity, um, is to rise from 700 megawatts in 2021 to almost 11 megawatt hours in 2028. Yeah. Across the selected European markets only. This is not whole Europe. The market leaders here, um, are, yeah, let's say again, like in the, um, as I have shown in the previous slides, uh, this is a forecast slide now, uh, will be Germany, uh, Italy, as well as, uh, the United Kingdom. And, but also as we see here in our forecasting, um, some markets do need a, a further push and lagging. Um, a little bit behind that include Austria, uh, Switzerland, Spain, as well as France. So what is really needed, yeah, we see a highly fragmented, uh, uh, uh, level here on how CNI energy deployments [01:00:03] are, you know, pushed by incentives, how they are, uh, [01:00:08] going naturally. [01:00:10] Um, manufacturers do need to have tailored strategies [01:00:15] for each of these markets [01:00:17] and have, should have precise knowledge in order [01:00:22] to gain the biggest share [01:00:24] or piece of the cake possible in the big markets. [01:00:29] So we also, um, or I will actually conclude, uh, here more [01:00:34] or less, um, with some voices, uh, [01:00:36] from the field we have gained. [01:00:38] Yeah. This is, um, based on our, um, current, um, commercial [01:00:43] and industrial EPC monitor. [01:00:46] Yeah. That is, uh, um, out and available for everyone. [01:00:50] And we have, uh, as the name says, uh, surveyed [01:00:54] and investigated, uh, [01:00:56] primary data insights from EPC companies. [01:01:00] So we see when we look on the, um, barriers, yeah, [01:01:04] the policy visibility [01:01:06] and uncertainty where the major, um, barriers [01:01:10] to the CNI market across all the countries in Europe, [01:01:14] we have researched when we go to the drivers, nevertheless, [01:01:19] we see, uh, on this is the upper part we see conversely [01:01:24] country level targets [01:01:26] and incentive programs served as the key driver [01:01:31] for market growth. [01:01:32] Yeah. This is something, uh, when a market [01:01:35] or a segment is in the early stage is, um, [01:01:38] based also on our experience giving the major push in order [01:01:42] to, um, yeah, increase these segments and deployments there. [01:01:48] Yeah. To finish my short impulse presentation today, um, [01:01:53] to underline, um, the significance, um, of [01:01:56] what Kamel already, um, mentioned, um, about EOPD research, [01:02:00] I guess most, uh, uh, of the audience already, um, know us. [01:02:05] Um, we are globally, um, operating, um, yeah, company, [01:02:10] EOPD group, um, focusing on market research, [01:02:14] focusing on advisory certification as well [01:02:17] as improvement in terms of branding. [01:02:19] We do have a, um, very impressive global network that we, [01:02:23] um, have qualified [01:02:25] and continuously expanded, um, [01:02:28] globally over the last 25 years [01:02:30] of our company, um, existence. [01:02:34] And here, um, you see our, uh, company group structure. [01:02:38] So our major fields of operations are not just energy. Yeah. [01:02:43] So most of you will probably know the renewable energy or, [01:02:47] or smart energy space, uh, of UPD group. [01:02:50] We are also, since many years, [01:02:52] very active in the field of ESG. [01:02:55] Yeah, we do have an ESG summit, uh, in Germany, uh, [01:02:59] a major event, flagship event. [01:03:00] We are hosting, uh, at the end of, um, [01:03:04] November every year in, uh, bond Germany. [01:03:08] And we are also covering a lot of, uh, [01:03:11] social sustainability parts. [01:03:13] So that's our nature, that's our DNA, where we come from. [01:03:18] And, uh, we work with all, uh, [01:03:20] the tier one companies, uh, together. [01:03:23] So all across the value chain. [01:03:25] And, um, yeah, with that, I would like to, [01:03:28] um, yes, thank you very much. [01:03:30] I was a little bit too long. [01:03:32] Um, and, uh, yeah, with that, uh, [01:03:36] I think today's session, uh, we'll be, uh, coming now [01:03:40] to, to a conclusion. [01:03:42] And, um, yeah, once again also from my side, uh, [01:03:46] thank you all for joining us today, uh, on behalf of, uh, [01:03:51] EOPD group, um, uh, as well as our, um, [01:03:55] valued partner pilot technologies, I want [01:03:58] to express our sincere appreciation for your time [01:04:03] engagement participation in today's webinar. [01:04:07] Now, we, we very much hope, uh, [01:04:10] you like the insights shared, um, especially the keynote, [01:04:14] uh, address of, uh, cam, uh, [01:04:17] around the environmental adaptability [01:04:19] of liquid cooling energy storage systems. [01:04:22] And, um, yeah, special thanks. Of course also to, um, Dr. [01:04:28] Cams great presentation. We had a lot of engagement. [01:04:32] Thank you also to the audience for your questions. [01:04:35] And yeah, until next time, thank you once again [01:04:39] and let's continue driving forward [01:04:42] the global energy transition [01:04:45] together despite all challenges we are currently facing. [01:04:48] Thank you very much.
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