Global Scans · Batteries · Weekly Summary

• [New] A single cobalt shock could trigger global EV battery supply chaos. Persistence Market Research
• [New] By 2030, the global Sand Battery is expected to grow to a value of US$ 2.66 billion. Virtue Market Research
• [New] EticaAG, a Pennsylvania-based startup, plans to introduce its non-flammable lithium battery systems in 2026, marking a significant advancement in safe energy storage solutions tailored for high-risk environments. Grokipedia
• [New] In 2026, the battery industry anticipated a milestone with the first large-scale integration of silicon-based batteries into electric vehicles (EVs), marking a significant breakthrough in addressing longstanding limitations in energy storage. Grokipedia
• [New] Logistics and transportation is expected to represent the second-largest application segment in 2026, as fuel cell UAVs can deliver supplies over long distances without the endurance limitations of conventional battery drones. Persistence Market Research
• [New] The second half of 2026 will see MAN complete its battery-electric commercial vehicle portfolio with additional vehicle launches covering both trucks and buses. Sustainable Bus
• [New] Solid-state batteries (QuantumScape, Solid Power) targeting 400-500 Wh / kg at pack level - expected post-2028 - would increase viable range to 200-350 km while reducing the battery mass fraction to 20-25%. Energy Solutions Intelligence
• [New] Falling battery costs, expanding charging infrastructure, and the introduction of more affordable vehicles could improve adoption rates later in the decade. EVDANCE
• [New] The introduction of a two-part tariff for battery storage will materially improve storage bankability, though we expect BESS capacity to fall short of Vietnam's ambitious PDP8 targets. Fitch Solutions
• [New] Battery manufacturing capacity is set to more than triple by 2030, while EV production capacity could rise more than tenfold, driven by strong industrial policy and increasing foreign investment, including from China. IEA
• [New] North America is expected to account for approximately 34% of global solid-state battery revenue share by 2035, supported by government incentives and robust R&D infrastructure. Persistence Market Research
• [New] In the U.S., EVs accounted for more than 11% of total new vehicle sales, with automakers including Tesla Inc., General Motors, and Ford committing a combined US$ 73 Bn toward establishing a regional battery manufacturing capacity of around 500 GWh by 2030. Persistence Market Research
• [New] Honda Group has postponed a planned Alliston EV assembly plant and battery facility until at least 2029, reflecting the deterioration in EV demand conditions. atradius
• [New] The African Development Bank has approved USD 66 million (EUR57.6m) in financing for the first phase of the Dandara project in southern Egypt, which will include 500 MW of solar and a 100-MWh battery energy storage system. Renewables Now
• [New] While the OBBBA preserved the storage ITC through 2033, new Foreign Entity of Concern restrictions have accelerated battery supply chain diversification away from China, including toward Southeast Asian manufacturing capacity and domestic suppliers. Morningstar, Inc.
• [New] Chinese battery giant CATL has launched a partnership with Octopus to build more than 30 battery swapping stations for electric trucks in Europe by 2035, with the first battery-swapping hubs opening in the UK in 2027. We Mean Business Coalition
• [New] BloombergNEF forecasts growth in energy storage battery demand 27% higher than estimates made just one year earlier, attracting interest from numerous automotive manufacturers. E-TECH EUROPE 2026

Last updated: 26 July 2026