Sichuan Targets 13 GW of New Energy Storage Capacity by 2028

Provincial-level storage targets of this scale signal that China's buildout is increasingly driven by regional grid planning rather than only national mandates, with Sichuan's split between generation-side and grid-side capacity showing where the province sees the biggest need. The emphasis on virtual power plants and source-grid-load-storage integration matters for software and aggregation players as much as hardware suppliers, since it implies storage must earn value through dispatch and flexibility, not just installation. Whether the 2028 targets translate into bankable, dispatched projects — and how much of the pipeline is actually built rather than announced — is the open question worth watching.