[New] Grid-scale battery storage is projected to expand nearly 35-fold between 2022 and 2030, reaching nearly 970 GW globally, with 170 GW expected to be added in 2030 alone.
Persistence Market Research
[New] Developers plan to add 24 GW of utility-scale battery storage capacity in 2026, up from a record 15 GW added in 2025.
Mercomindia.com
[New] Key Insight: By 2026, US lithium battery leaders will not only drive rural electrification and automation but also enable vast improvements in battery recycling and sustainable supply chains, making advanced storage and energy solutions accessible and responsible across diverse geographies.
Farmonaut
[New] Global and regional rules on critical mineral sourcing, battery end-of-life, and supply chain transparency will grow more stringent in 2025-2026.
Farmonaut
[New] The coming years will witness the convergence of vertical integration, advanced battery storage, electrified equipment, sustainable materials sourcing, and robust digital risk management - each core to the strategies that define Tesla's approach to a resilient and future-proofed supply chain.
Farmonaut
[New] While concrete battery specifications are not yet known, BYD has shared that the rear-wheel drive variant will achieve up to 950 km of CLTC range, while the AWD targets 850 km.
Automotive World
[New] Bosch will collaborate with Chinese battery-electric vehicle manufacturer Nio to develop technologies for software-defined vehicles (SDVs) such as battery management systems, drive-by-wire chassis systems, and sensing modules.
National Law Review
[New] In 2026 alone, the Department of Energy projects 24.3 gigawatts of new battery storage installations - more than twice as much as new wind power and almost quadruple the new gas-fired generation capacity.
Fortune
[New] In 2026, renewables and battery storage will account for all of net new utility-scale capacity additions.
Electrek
[New] Capacity growth from utility-scale renewables and batteries in 2026 is projected at 80,809.2 MW.
Electrek
[New] Within a decade it says it will be producing enough lithium carbonate, a key material used in the production of rechargeable batteries, to supply about 250,000 electric vehicles a year.
The Guardian
[New] Another major Chinese automaker, Changan, plans to start testing installation of all-solid-state batteries in vehicles in 2026, with mass production expected to begin in 2027.
MIT Technology Review
[New] The world's largest battery company, CATL, plans to manufacture small quantities in 2027.
MIT Technology Review
[New] UBS forecasts global lithium demand will rise 14% in 2026 and 16% in 2027, driven by a rebound in electric vehicle sales and, more importantly, a surge in battery energy storage systems.
Ainvest
[New] In Europe, the new Battery Regulation sets ambitious recovery targets, including a 73% lithium recovery rate by 2030.
Rinnovabili
[New] Global revenues from electric vehicle battery recycling could reach approximately $70 billion per year by 2040, compared with $2.5 billion recorded last year.
Rinnovabili
By 2030, European battery capacity will exceed 80 gigawatts.
Clean Energy Wire
The International Energy Agency projects global electric vehicle battery demand will increase from approximately 300 GWh in 2022 to over 2,500 GWh by 2030, corresponding to a seven-fold increase in cobalt requirements.
Discovery Alert
A mature electric vehicle battery recycling industry could even eliminate the need for new battery mineral extraction by 2050.
Rinnovabili
By 2035, 73% of global black mass will come from end-of-life battery recycling, compared to 20% in 2024.
DGAP
Despite some headwinds like tariffs and shifting U.S. policy around renewable energy, U.S. battery storage is expected to grow 21% in 2026.
Marketplace
Last updated: 15 March 2026
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