Global Scans · Batteries · Weekly Summary

• [New] Around 1.2 million electric vehicle batteries could reach the end of their lives in 2030 and 14 million in 2040, and today's supply chains for battery minerals and components are highly concentrated. IEA
• [New] During 2026-2030, the space battery industry is expected to generate a cumulative sales opportunity of USD 846.7 billion. stratviewresearch.com
• [New] In the age of electricity, batteries have become a cornerstone of energy security and industrial competitiveness, but their full value will only be realised if countries build strong circular systems around them. IEA
• [New] While China is expected to see the biggest share of battery deployment for the next few decades, the ETS scenario forecasts huge demand in India and Europe starting in the 2030s. Energy Connects
• [New] Operations will likely be concentrated in a small number of high-demand, high-income megacities due to high operating costs, such as battery replacement and vertiport fees, which will prevent Uber-style affordable pricing. AVweb
• [New] Global lithium demand is expected to grow in the coming years, driven by the electrification of transport, renewable energy integration, and the adoption of battery storage. AZOM
• [New] To comply with all existing directives by 2040, the investment shortfall is estimated at €82 billion per year, half of which is concentrated in a few sectors: construction (€18 billion), vehicles and batteries (€ 10-12 billion), and electronic and textile waste. Institut Jacques Delors
• [New] Over 90% of active anode material is sourced from China, underscoring a major U.S. supply chain vulnerability for lithium-ion batteries and other technologies. Yahoo Finance
• [New] Lithium-ion battery recycling, hydrometallurgical processing for battery-grade output production, direct recycling cathode active material recovery, and second-life battery systems before final recycling represent the highest-growth investment vectors through 2034. IMARC Group
• [New] American Battery Technology Company has demonstrated direct recycling at pilot scale, with commercial-scale deployments expected by 2027-2028. IMARC Group
• [New] The falling cost of home batteries could prove to be a gamechanger in 2026 by allowing customers to fill up when electricity is cheap, and power your home when it's expensive. The Guardian
• [New] 11 new models are planned globally through 2030, with nine allocated to North America, spanning a midsize and large van platform on the STLA Brain architecture with battery-electric, hybrid and internal combustion powertrains. Automotive World
• [New] The IVG 2400 has a built-in rechargeable battery. Vapourcore
• Construction on the Potentia-Viridi battery energy storage system, developed by a subsidiary of Clearway Energy Group in Alameda County, is expected to begin in 2027. JD Supra
• North America is expected to grow at the fastest rate in the upcoming period due to increasing investments in advancing battery manufacturing technologies, government incentives for clean energy technologies, and the expanding EV sector. Precedence Research
• Voltus will aggregate batteries, smart thermostats, electric vehicles, and other flexible assets from homes and businesses into a Google-funded Virtual Power Plant. Technocracy News
• Mass adoption is expected between 2028 and 2030, as costs decrease, battery technology improves, and safety standards mature. Memeburn
• Battery-electric trucking combined with lower energy costs could reshape freight economics over the coming decade. Electric Cars Report

Last updated: 28 June 2026