Global Scans · Batteries · Weekly Summary

• [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] Europe will need to keep import tariffs to facilitate learning in the face of the transition to electric vehicles and battery technology. CEPR
• [New] The joint HIPOBAT project will strengthen Franco-German battery cooperation in developing high-performance batteries. elysee.fr
• [New] The lithium-ion Battery Wars of 2025 will not be about replacing lithium-ion anytime soon, but rather parallelization and resiliency. EVMechanica
• [New] Between 2023 and 2030, the additional capital expenditure required in the power sector is estimated at $57 billion: $47 billion for shifting from fossil fuels to renewables and $10 billion for pumped hydro and battery storage. / India Dtnext
• [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
• Europe was the next early adopter, and numerous scientific articles described the novel e-bike dangers and risk of severe injuries (neurosurgical, orthopaedic, and maxillofacial), sometimes resulting from the poorly developed batteries. ACS
• Every 10 people on the planet will need access to the equivalent of one EV [electric vehicle] battery to support their energy needs. MIT News | Massachusetts Institute of Technology
• 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
• By 2030, recycled materials are expected to supply 15-20% of battery manufacturing needs, reducing pressure on primary material extraction and associated environmental impacts. Discovery Alert
• 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
• With select provisions set to take effect in 2027, the new EU regulation offers automotive players a chance to shape the future of battery value, sustainability, and customer experience. CapGemini

Last updated: 07 September 2025