Global Scans · Batteries · Weekly Summary

• [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
• [New] 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
• [New] France is forecasted to grow at 21.8% CAGR, supported by government-led incentives for clean mobility and battery storage. The National Law Review
• [New] 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
• [New] The US$13.9bn Liberty facility will produce lithium-ion batteries for hybrid, plug-in hybrid and battery electric vehicles. Automotive World
• [New] Demand for lithium for batteries could grow by 30% or even 40% in 2026. GOLDINVEST.de
• [New] EV battery prices are expected to drop nearly 50% by the end of 2025, driven by improvements in manufacturing efficiency and material sourcing. Power Integrations
• [New] Solid-state battery technology development represents another potential demand driver, with commercial deployment anticipated between 2027-2030. Discovery Alert
• [New] Electric vehicle battery production alone requires substantial quantities of lithium, with projections indicating 400% demand growth from 2022 levels by 2030. Discovery Alert
• [New] China's lithium processing technology and equipment export restrictions help maintain domestic competitive advantages while creating potential supply chain vulnerabilities for international battery manufacturers. Discovery Alert
• [New] S&P Global Mobility predicts a 30% rise in battery electric passenger vehicle sales to 15.1 million units, underscoring robust growth. WebProNews
• [New] By the late 2030s, hydrogen and battery-electric aircraft are poised to transform global aviation, paving the way for cleaner, more efficient skies. Indian Aerospace and Defence Bulletin - News for aerosp
• [New] China's auto dominance threatens the very existence of Germany's car industry, with German manufacturers significantly lagging on EV battery range and charging speeds. Carmignac

Last updated: 30 November 2025