Australia’s largest aluminium smelter, Tomago Aluminium, is set to receive a $2.5 billion government package aimed at transitioning from coal to renewable energy, specifically by adding 3,000 MW of solar and wind capacity. This initiative is designed to reduce power costs by $35/MWh and supports Rio Tinto’s goal of achieving 100% renewable energy by 2033. Notably, similar agreements have been established for smelters in Queensland, highlighting a broader commitment to decarbonization and grid support across Australia.
In the United States, utility-scale battery storage capacity has experienced significant growth, increasing by 70% annually over the past three years to reach 43.6 GW by the end of 2025. An additional 8.3 GW came online in the first half of 2026, with plans for another 54 GW by the end of 2028. This expansion is closely linked to the growth of utility-scale solar projects, facilitating effective energy management.
In China, the DongSu project, the world’s largest single-site grid-forming lithium iron phosphate (LFP) battery storage plant, has been connected to the grid. With a capacity of 1 GW/4 GWh, it supports high penetrations of wind and solar generation by providing essential voltage and frequency support. Additionally, China’s new five-year climate plan emphasizes objectives such as building a “Beautiful China” and developing a new-type energy system, alongside its commitment to achieving carbon neutrality before 2060, which includes specific targets for 2030.
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Places mentioned in this update: Asia, Australia, Brazil, China, Global South, Gulf, Inner Mongolia Autonomous Region, Queensland, Shanghai, UAE, the United States