Global Scans · Batteries · Weekly Summary

• [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] A new project, Tehuacana Creek 1 Solar and BESS, adding 837 megawatts in Texas, is the largest solar photovoltaic project expected to come online in 2026; it will also offer an additional 418 MW in battery energy storage capacity. EIA - Energy Information Administration
• 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
• Battery prices are projected to fall to about $80 per kWh by 2026, making electric vehicles more cost-competitive with internal combustion engine vehicles even without subsidies. Lectron EV
• Global sales of electric vehicles, including battery electric vehicles and plug-in hybrids, are expected to rise again in 2026 as electrification expands across passenger cars and light commercial vehicles. Lectron EV
• Battery recycling will move to the center of industry strategy in 2026. EBBC
• By 2030, more than 30% of newly built lithium battery production capacity will incorporate dry electrode or solid-state-compatible equipment architectures. XIAMEN TOB NEW ENERGY TECHNOLOGY Co., LTD.
• Electric vehicles could become cheaper to produce than internal-combustion cars by around 2027, as battery prices fall and manufacturing efficiencies improve. Davis Vanguard
• The U.S. energy storage sector illustrates IoT's role in critical infrastructure: operational battery storage exceeded 40 GW by 2025, up from 47 MW in 2010, with projections of 98 GW by 2030 and 5.6 GW installed in Q2 2025 alone. Persistence Market Research
• Solar photovoltaic generation advanced 26% in 2022, electric vehicle sales increased 55% to exceed 10 million units globally, and grid-scale battery storage capacity is projected to reach nearly 970 gigawatts by 2030, almost 35 times the 2022 level. Persistence Market Research
• Battery manufacturers are converting electric-vehicle (EV) production lines into energy storage system (ESS) capacity, responding to weaker-than-expected EV demand and surging AI-related electricity requirements. Bill Ryan
• Advances in battery chemistry and manufacturing processes will reduce global average lithium-ion battery costs by a further 40% between 2023 and 2030, while improving energy density and cycle life. Zigor
• BloombergNEF and the IEA agree: battery energy storage capacity will increase almost tenfold between 2023 and 2030, from 85 GW to nearly 800 GW. Zigor
• By 2030, a budget electric car may run on a sodium-ion battery, a long-range sedan on a silicon anode with a liquid electrolyte, and a premium sports car will receive a solid-state battery.

Last updated: 08 March 2026