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Global Scans · Batteries · Weekly Summary


  • [New] Reflecting the continued momentum in home battery installations and sustained longer durations, Modo Energy's consumer energy resources forecast now reaches 28.7 GWh of household battery capacity by 2030. Modo Energy
  • [New] A notable 2026 development was the rise of standalone battery storage as critical infrastructure for AI loads, with deployments focusing on safety enhancements in regions prone to environmental hazards like wildfires in the US West and Europe. Grokipedia
  • [New] Sodium-ion batteries, advanced by startups like Alsym Energy, showed promise for industrial backup power and data center reliability as of early 2026, leveraging abundant materials for cost-effective, low-fire-risk storage that supports daily charge-discharge cycles. Grokipedia
  • [New] Companies like CATL announced commercial-scale deployment of sodium-ion batteries in electric vehicles and energy storage systems, highlighting their affordability due to abundant raw materials and projected costs nearing lithium-ion parity by mid-decade. Grokipedia
  • [New] Demand for storage batteries surged 51% in 2025, roughly double the growth rate of EV batteries, and JPMorgan expects storage to account for 30% of global lithium demand in 2026, rising to 36% by 2030. usfunds
  • [New] Kia plans to work exclusively with PV5 models equipped with the long-range 71-kWh battery option, good for an estimated 247 miles (398 km) per charge. New Atlas
  • [New] Rio Tinto's Rincon project is targeting 60,000 tonnes a year of battery-grade lithium carbonate, with first production from the expansion scheduled for 2028 and a three-year ramp-up. LME Insight
  • [New] China's major battery makers are racing to commercialize solid-state batteries, with several manufacturers, including CATL (HKEX: 3750) and BYD (HKEX: 1211), planning small-batch vehicle installation around 2027. CnEVPost
  • [New] Late 2026 to 2027 will mark the point of cost parity between sodium-ion and LFP batteries. Gasgoo Auto News
  • [New] Solid-state batteries (QuantumScape, Solid Power) targeting 400-500 Wh / kg at pack level - expected post-2028 - would increase viable range to 200-350 km while reducing the battery mass fraction to 20-25%. Energy Solutions Intelligence
  • [New] Solid-state battery qualification for aviation applications (vibration, thermal runaway containment, altitude tolerance) adds an estimated 3-4 years beyond automotive qualification timelines - meaning solid-state eVTOL batteries are unlikely before 2030-2031. Energy Solutions Intelligence
  • [New] Finland's sand battery is one of the first commercial-scale technologies to demonstrate what long-duration thermal energy storage could look like. Yahoo Tech
  • [New] Some US models are boosted to Class 3, with pedal assist up to 28 mph (45 km/h), while the Bosch Smart System adds safety and quality-of-life features like app connectivity, Battery Lock, Report as Stolen, and UL 2849 electrical-system safety certification. New Atlas
  • [New] A single cobalt shock could trigger global EV battery supply chaos. Persistence Market Research
  • [New] By 2030, the global Sand Battery is expected to grow to a value of US$ 2.66 billion. Virtue Market Research
  • [New] EticaAG, a Pennsylvania-based startup, plans to introduce its non-flammable lithium battery systems in 2026, marking a significant advancement in safe energy storage solutions tailored for high-risk environments. Grokipedia
  • [New] In 2026, the battery industry anticipated a milestone with the first large-scale integration of silicon-based batteries into electric vehicles (EVs), marking a significant breakthrough in addressing longstanding limitations in energy storage. Grokipedia

Last updated: 02 August 2026



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