Global Scans · Batteries · Weekly Summary

• [New] To achieve global competitiveness, Europe will need to invest an estimated €300 billion (~ $348.66 billion) by 2035 across the full battery value chain. Mercomindia.com
• [New] FranklinWH and ConnectDER have had their respective battery and electric meter technologies enrolled into programmes in Arizona expected to accelerate the take-up of home batteries for virtual power plants. Energy-Storage.News
• [New] Battery capacity in ERCOT is expected to grow from about 15 gigawatts in 2025 to 37 gigawatts by the end of 2027. SolarQuarter
• [New] Technological advancements in 2026, such as the commercialization of solid-state batteries, could reshape demand for critical battery metals. Mexico Business
• [New] EV batteries averaged around $150 per kWh in 2022 and are expected to fall toward $80 per kWh in 2026. Fleet Management Weekly
• [New] 2026 will mark the first year of large-scale industrialization for sodium-ion batteries. SEMIVISION
• [New] Battery Recycling Expansion: Lithium recycling is projected to comprise an increasing share of global supply by 2026, though it remains a minority share for now. Farmonaut
• [New] By 2026, solid-state batteries will deliver 600+ mile ranges in Class 8 trucks, reducing charging downtime from 8 hours to 30 minutes per Volvo Trucks' roadmap. HotBot
• [New] By 2026, electric cargo trucks will feature advanced batteries with 500+ mile ranges and rapid charging, supported by nationwide infrastructure expansion, slashing emissions and fuel costs. HotBot
• [New] Stellantis says it will introduce lithium metal quasi-solid-state batteries made by US firm Factorial Energy, into a demonstration fleet in 2026. Chemistry World
• [New] The world's largest battery maker, CATL, says its fast-charging sodium-ion batteries will be in vehicles in 2027. Chemistry World
• [New] A significant portion of the projected demand growth in 2026 is attributed to Battery Energy Storage Systems and the burgeoning needs of AI-driven data centers. The Chronicle-Journal
• 2026 will see the first large-scale deployment of silicon batteries in EVs. Battery Technology
• 2026 will force battery manufacturers to move beyond traditional equity funding toward project finance and industrial-scale investment structures. Battery Technology
• Battery Safety (SB 1271): To prevent fire hazards, all e-bikes and lithium-ion batteries sold in California must be tested by accredited labs and properly labeled starting in 2026. Imperial Valley Press Online
• If lithium prices remain elevated as Scotiabank predicts, the economic case for battery recycling will become undeniable. The Chronicle-Journal
• By the end of the decade, battery recycling will not be a side topic. ReadMagazine
• Expect battery production bottlenecks to generate headlines throughout 2026 as legacy manufacturers attempt rapid scaling. Automotive Manufacturing Solutions
• Countries developing domestic battery supply chains may find opportunities as Chinese firms seek overseas partnerships or exports to utilize spare capacity. Net Zero Compare
• Battery storage is becoming cost-effective; battery costs have dropped by more than 90% since 2010 and are expected to decrease further in the coming years. The Virginian-Pilot

Last updated: 25 January 2026