Global Scans · Batteries · Weekly Summary

• [New] Opportunities lie in AI and automation infrastructure (chipmakers like NVIDIA, data center REITs like Equinix), the accelerating energy transition (battery metals, grid infrastructure), and healthcare innovation (biotech, personalized medicine). BPAS
• [New] Battery Growth: The International Energy Agency projects that VRFB installations could triple by 2030, creating a new, sustained demand center for vanadium. AlloyIndex
• [New] Electric vehicle battery demand alone is projected to increase by 500% by 2030, requiring massive expansion of mineral production. Discovery Alert
• [New] The lithium-ion Battery Wars of 2025 will not be about replacing lithium-ion anytime soon, but rather parallelization and resiliency. EVMechanica
• [New] New Mexico State University is the co-investigator for Carrizo Four Corners, the 1,500-megawatt pumped storage project that could provide 70 hours of energy storage, far more than the several hours of storage provided by the largest lithium-ion batteries. Circle of Blue
• [New] Major 2025 Trend: The portion of nickel production allocated to batteries is forecast to surpass 60% of global output by 2027 (from just 20% in 2020). Farmonaut
• [New] The upcoming phase-out of the 45 X tax credit for U.S. battery manufacturers by 2030 looms large, and analysts warn that without a robust domestic strategy, the U.S. risks losing ground to rivals in China and Europe. SSBCrack News
• [New] Argonne National Laboratory researchers are using ML models to analyze known electrolyte additives and predict combinations that could improve battery performance. Semiconductor Engineering
• [New] China pours billions into battery subsidies, while the EU just extended its own purchase rebates through 2027. Bozy - Crypto, Celebs, Finance and more
• [New] With an energy density twice that of Tesla's most advanced battery, electric vehicles could go much further on a single charge. The Daily Galaxy - Great Discoveries Channel
• [New] With access to ALCF's powerful Aurora and Polaris systems, researchers are developing AI models that can predict promising new materials for battery electrolytes and electrodes. AZOM
• [New] Recycling could provide India with a reliable source of the critical minerals needed to make lithium-ion batteries. The Diplomat
• [New] Gadgets Galore: Smartphones and laptops are poised to follow suit, with graphene-enhanced batteries expected to make their debut around 2027-2028, offering faster charging and longer battery life. USA Graphene
• €3 billion will be invested to electrify the Martorell site and €300 million to construct an assembly plant for battery systems in Martorell. / Spain Volkswagen Group
• If China is to meet its objective to peak carbon emissions before 2030, non-fossil resources such as hydropower, battery storage and demand response could fulfil nearly 60% of the short-term flexibility needs in 2030, enabled by well-functioning spot and ancillary services markets. IEA
• 2027-2029 will feature the first commercial solid-state batteries in premium vehicles, initially appearing as small-scale production runs in flagship models. Discovery Alert
• Circular economy initiatives in the battery sector are targeting 90% + material recovery rates by 2030, with several pilot facilities already demonstrating recovery efficiencies exceeding 95% for key metals. Discovery Alert
• Supply chain vulnerability remains a critical concern, with 90% of lithium-ion battery material processing concentrated in China. Discovery Alert
• 93% of new electric-generating capacity in 2025 is projected to come from solar, wind and batteries. The Guardian
• Performance testing by Peak indicated the sodium-ion systems could reduce auxiliary power use by up to 90%, saving approximately $1 million annually per gigawatt-hour installed compared to lithium iron phosphate systems and will last longer, cutting battery degradation by 33% over a 20-year period. ColumbusFreePress.com

Last updated: 07 September 2025