Global Scans · Batteries · Weekly Summary

• [New] The 2030s will witness the maturation of solid-state battery technologies and their integration into global energy systems. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] Canada introduced a new gravity battery that could power tall buildings using an elevator-style energy storage system. Good Good Good
• [New] As electric vehicle adoption accelerates across global markets and manufacturers broaden their EV portfolios, the demand for sustainable battery materials sourced from recycling will grow exponentially. Advanced Auto Bat
• [New] Lidl Austria has signed a framework agreement for 42 battery-electric Mercedes-Benz eActros 600 trucks, adding to 14 units already delivered, with all vehicles set to arrive by mid-2027. Automotive World
• [New] Recycling will play a key role, and Redwood Materials already controls roughly 90% of lithium-ion battery recycling in North America, which is equivalent to 250,000 EV batteries per year. The Times Of India
• [New] Tesla's planned battery production capacity of 3 terawatt-hours annually by 2030 alone requires approximately 180,000 tonnes of lithium hydroxide equivalent per year. Discovery Alert
• [New] Transitioning away from lithium-based batteries, which have long been associated with fire hazards and increased mining demands, costs billions of dollars and requires a large-scale overhaul of global production systems. Forbes
• [New] Utility-scale batteries are in the early stages of deployment in New Zealand and penetration remains low, but greater uptake is expected post-2025 due to falling technology costs, increased electrification and the need for firming resources. Simpson Grierson
• [New] The 2040s will mark the transition from single-function energy storage to multi-functional battery systems. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] The decade will see massive manufacturing investments totaling $200+ billion globally in battery production capacity. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] Since 2027, batteries with capacities over 2 kWh will be required to carry a battery digital passport documenting their history, condition, and recycled content, thereby enhancing reuse and traceability. Nature
• [New] While relatively few EV batteries have reached EOL to date, most current recycling activities process production scrap, estimates suggesting that over 1.2 million EV batteries will be retired annually by 2030, increasing to over 14 million per year by 2040. Nature
• [New] The massive surge in AI energy consumption is creating unprecedented opportunities across uranium mining, renewable energy infrastructure, and battery storage systems, with projections showing AI could consume electricity equivalent to 100 million homes by 2035. Discovery Alert
• [New] Battery metals, including lithium, cobalt, nickel, and graphite, generated USD 115 billion in revenue in 2024 and are projected to more than double to USD 240 billion by 2032. Mugglehead Investment Magazine
• Battery recycler Redwood Materials has begun operations at a $3.5 billion factory in South Carolina that will supply critical minerals for domestic supply chains. National Law Review
• France is forecasted to grow at 21.8% CAGR, supported by government-led incentives for clean mobility and battery storage. The National Law Review
• Added battery storage and demand-response resources mitigate shortfall risks in Texas, as in California and other states that have added significant new energy storage capacity over the past five years and introduced regulatory incentives to flex demand. Forbes
• The US$13.9bn Liberty facility will produce lithium-ion batteries for hybrid, plug-in hybrid and battery electric vehicles. Automotive World

Last updated: 07 December 2025