Global Scans · Batteries · Weekly Summary

• [New] Tl; DR The U.S. installed battery energy storage system fleet is on track to reach roughly 65 GW by the end of 2026, more than double its early-2025 level, which makes BESS end-of-life a near-term investment recovery priority, not a 2040 problem. Invrecovery
• [New] The price of lithium-ion batteries is expected to fall by approximately 70% by 2032. Precedence Research
• [New] From 2026 to 2035, the lithium-ion battery segment is expected to increase at a CAGR. Precedence Research
• [New] By 2026, advancements are expected to reshape battery technology significantly. FAQ - ZFJ
• [New] Electric vehicles and plug-in hybrids are expected to make up nearly 30% of global car sales in 2026 as the Middle East energy crisis and lower battery costs boost demand. Energy in Demand - Sustainable Energy - Rod Janssen
• [New] US battery storage growth in 2026 looks strong, but supply chain risks could limit expansion. ING Think
• [New] A European sales launch is targeted for H2 2027; EU tariffs on Chinese-made battery-electric vehicles of up to 45% make some form of local production a near-prerequisite for competitive pricing. Automotive World
• [New] Fujian province - CATL's headquarters city - the expansion project will add 40 GWh of annual production capacity for sodium-ion power batteries. NextBigFuture.com
• [New] The Swedish Energy Agency seeks to strengthen Sweden's competitiveness and security of supply in the European battery ecosystem by funding research that makes battery value chains more resource-efficient, scalable, and resilient to disruption. Impact Funding
• [New] BMW has established five new battery manufacturing facilities near its vehicle production plants under a local-for-local strategy, building at sites in Germany, Hungary, China, Mexico and the United States to ensure production resilience regardless of political or economic disruption. Automotive Manufacturing Solutions
• [New] Until 2030 100% of UK electric mobility sector demand will be for NMC batteries, dropping to 90% in 2030 and 75% in 2035, with the remainder taken by LFP chemistries. EV Infrastructure News
• [New] GIPCL plans to develop a 20 MW/120MWh battery energy storage system using VRFB technology at its 165 MW natural gas power plant in Vadodara. Energy-Storage.News
• As battery technology and energy recovery systems continue to improve, electric turbochargers are expected to become increasingly common in vehicles of 2026 and beyond. Goldfarb & Associates Inc
• Long-Duration Storage Mandates: National energy strategies, such as the Australia National Battery Strategy 2024, are establishing specific 2035 targets for stationary storage capacity. Knowledge Sourcing Intelligence
• Global lithium-ion battery demand could increase by over 25% annually. FAQ - ZFJ
• The battery storage integration segment is likely to experience the fastest CAGR of 15.3% from 2026 to 2034 due to the critical role batteries play in stabilizing intermittent renewable energy sources like solar and wind, ensuring a consistent power supply within microgrids. Market Data Forecast
• Between 2022 and 2030 the global demand for lithium-ion batteries will increase almost sevenfold, reaching 4.7 terawatt-hours in 2030. Statista
• The outlook for battery deployment has increased, with storage jumping 17-fold from 22 3GW in 2025 to 3.8 TW by 2035. BloombergNEF
• Breakthroughs in new battery technology will prove highly consequential and could tilt the playing field in favor of the United States and its allies. Atlantic Council
• Looking ahead, China's projected battery production capacity is expected to more than double over the next five years, reaching 4,800 gigawatt-hours by 2030. Atlantic Council
• All-solid-state batteries remain unlikely to achieve commercial scale before 2030, with vehicle integration still limited and early semi-solid-state models facing weak consumer uptake due to significant price premiums versus Lithium Iron Phosphate alternatives. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. NextBigFuture.com
• Battery storage capacity is experiencing exponential growth with 1.9 GW and 4.9 GWh installed in 2025 alone, and up to 16.8 GW of grid-scale storage projected online by 2027 - seven times current levels. EIN Presswire

Last updated: 31 May 2026