[New] Automotive giant BYD has officially confirmed it will commence limited production of solid-state EV batteries in 2027.
The Daily Note
[New] BEVs are expected to sustain robust growth with the highest CAGR between 2025 and 2032, outpacing other propulsion types, as EV manufacturing scales globally and advances in solid-state batteries and fast-charging infrastructure emerge.
Persistence Market Research
[New] EVs, including battery-electric vehicles and plug-in hybrids, are predicted to make up 24.7% of light-vehicle sales in 2026.
JD Power Autovista24
[New] The total global lithium demand is expected to reach about 1300 kt / a in 2050 (1100 kt / a solely for EV batteries), which represents almost 600% more than globally mined lithium in 2024 (180 kt).
PubMed Central (PMC)
[New] Recycling is expected to cover around 61% of the overall EV battery demand annually by 2050.
PubMed Central (PMC)
[New] In Europe, new regulations set to take effect in 2026 will introduce battery passports, digital records that track a battery's composition, usage, and lifecycle.
Torque News
[New] By propulsion type, the hybrid / battery/hydrogen multiple units segment is expected to grow at the highest CAGR between 2026 and 2035.
Precedence Research
[New] CATL's current dominance is built on lithium-ion technology; its future dominance will depend on whether it can lead the next generation of battery chemistry.
youth4planet
[New] China could meet up to 67% of its energy storage demand by 2050 by redeploying retired EV batteries into grid applications.
Auto Recycling World
[New] Looking ahead, lithium-ion battery demand is forecast to rise at a 14% compound annual growth rate over the next decade, with lithium demand itself increasing by roughly 12% a year.
Investing News Network (INN)
Citi forecasts CATL's sales will grow 31% in 2026, with energy storage batteries jumping 45% and EV batteries rising 27%.
youth4planet
Around ten recycling plants, each with a capacity of processing around 90,000 t of lithium-ion battery waste annually, would be needed by 2050 to process all waste streams of EV batteries in California.
PubMed Central (PMC)
With growing production and EoL supply of LFP, solely using EoL LFP EV batteries in second use applications is sufficient to meet the annual stationary energy storage demand in California by 2050.
PubMed Central (PMC)
The annual EV battery demand can increasingly be covered by the recycled EV battery material supply to around 61% in California by 2050, whereas the annual battery demand for stationary storage can already be covered fully by second use of EoL EV batteries before 2030.
PubMed Central (PMC)
Recycling of all EoL EV batteries results in GHG emission savings of about 48.3 MtCO2eq until 2050, driven by the replacement of primary raw materials in battery production.
PubMed Central (PMC)
Further afield, the European version of the vivo X300 Ultra will carry a smaller battery than the flagship model launched domestically in China, a common trade-off for international models.
Headlines Briefing's Substack
In Italy, the first MACSE auction has already contracted 10 GWh of utility-scale battery storage for delivery in 2028, including about 1.3 GWh from battery storage with durations of 8 hours or more.
IEA
Recycling rates of end-of-life batteries could progressively grow from 7% in 2030 to up to 43% in 2050.
Siemens
Battery electric heavy goods vehicles could become a viable alternative for long-distance and heavy-duty applications by the mid-2030s.
Engineering and Technology Magazine
Factorial's solid-state EV batteries could be used in EVs as early as 2027.
Electrek
BYD and CATL, which accounted for over 55% of global EV battery sales last year, both plan to begin small-scale production in 2027.
Electrek
Last updated: 12 April 2026
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