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Global Scans · Batteries · Weekly Summary


  • [New] Plans are to add more than 17 gigawatts of solar and 7.6 gigawatts of battery energy storage during the next decade, which could boost solar to around 35% of FPL's power generation mix by 2034, up from roughly 9% today. / USA tradingkey.com
  • [New] By 2030, retired EV batteries are expected to supply around 20% of material input for recycling systems, as more vehicles reach end-of-life. Electric Avenue
  • [New] By 2026, solar and wind energy, alongside battery storage, is expected to outstrip fossil fuels in U.S. electricity generation capacity. Tesevo
  • [New] EV sales experienced unprecedented growth, increasing by 55% to surpass 10 million units globally, with announced battery manufacturing capacity sufficient to meet projected 2030 demand. Persistence Market Research
  • [New] Grid-scale battery storage capacity is projected to expand nearly 35-fold between 2022 and 2030, reaching nearly 970 GW globally, with 170 GW expected to be added in 2030 alone. Persistence Market Research
  • [New] Global lithium battery production will reach $100 billion by 2026. 2026 Top Trends in Lithium Auto Battery at Canton Fair?
  • [New] By 2026, US publicly traded lithium-ion battery manufacturers are projected to supply over 60% of new grid storage projects. Farmonaut
  • [New] Approximately 500,000 tons of spent electric vehicle (EV) batteries are currently retired each year, a figure projected to reach 7 million tons by 2035. AZoCleantech
  • [New] By the middle of the century, rechargeable batteries are expected to account for 96% to 98% of total lithium consumption across all areas of use. GOLDINVEST.de
  • Grid-scale battery storage is projected to expand nearly 35-fold between 2022 and 2030, reaching nearly 970 GW globally, with 170 GW expected to be added in 2030 alone. Persistence Market Research
  • Developers plan to add 24 GW of utility-scale battery storage capacity in 2026, up from a record 15 GW added in 2025. Mercomindia.com
  • Key Insight: By 2026, US lithium battery leaders will not only drive rural electrification and automation but also enable vast improvements in battery recycling and sustainable supply chains, making advanced storage and energy solutions accessible and responsible across diverse geographies. Farmonaut
  • Global and regional rules on critical mineral sourcing, battery end-of-life, and supply chain transparency will grow more stringent in 2025-2026. Farmonaut
  • The coming years will witness the convergence of vertical integration, advanced battery storage, electrified equipment, sustainable materials sourcing, and robust digital risk management - each core to the strategies that define Tesla's approach to a resilient and future-proofed supply chain. Farmonaut
  • Bosch will collaborate with Chinese battery-electric vehicle manufacturer Nio to develop technologies for software-defined vehicles (SDVs) such as battery management systems, drive-by-wire chassis systems, and sensing modules. National Law Review
  • Recycled supply grows at 13-16% annually, with meaningful volumes emerging from the 2040s as electric vehicle batteries reach end-of-life. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
  • In 2026 alone, the Department of Energy projects 24.3 gigawatts of new battery storage installations - more than twice as much as new wind power and almost quadruple the new gas-fired generation capacity. Fortune
  • By 2030, industry experts expect lithium batteries to surpass 1 terawatt-hour of annual production capacity. paiseec-us-store
  • By 2026, hybridization will evolve from a complementary option into a global operational standard, driven by a historic milestone: annual battery energy storage additions will exceed 100 GW for the first time. Zigor
  • 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
  • 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

Last updated: 29 March 2026



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