Global Scans · Batteries · Weekly Summary

• [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
• [New] The second half of 2026 will see MAN complete its battery-electric commercial vehicle portfolio with additional vehicle launches covering both trucks and buses. Sustainable Bus
• [New] By 2026, anode-free battery technology will reach its mass production window. Gasgoo Auto News
• The introduction of a two-part tariff for battery storage will materially improve storage bankability, though we expect BESS capacity to fall short of Vietnam's ambitious PDP8 targets. Fitch Solutions
• Battery manufacturing capacity is set to more than triple by 2030, while EV production capacity could rise more than tenfold, driven by strong industrial policy and increasing foreign investment, including from China. IEA
• North America is expected to account for approximately 34% of global solid-state battery revenue share by 2035, supported by government incentives and robust R&D infrastructure. Persistence Market Research
• In the U.S., EVs accounted for more than 11% of total new vehicle sales, with automakers including Tesla Inc., General Motors, and Ford committing a combined US$ 73 Bn toward establishing a regional battery manufacturing capacity of around 500 GWh by 2030. Persistence Market Research
• Honda Group has postponed a planned Alliston EV assembly plant and battery facility until at least 2029, reflecting the deterioration in EV demand conditions. atradius
• The African Development Bank has approved USD 66 million (EUR57.6m) in financing for the first phase of the Dandara project in southern Egypt, which will include 500 MW of solar and a 100-MWh battery energy storage system. Renewables Now
• The solar Investment Tax Credit, the ITC, gives a 30% credit for qualifying rooftop solar and paired batteries for systems installed through 2032. Budget Heating and Air Conditioning Inc
• While the OBBBA preserved the storage ITC through 2033, new Foreign Entity of Concern restrictions have accelerated battery supply chain diversification away from China, including toward Southeast Asian manufacturing capacity and domestic suppliers. Morningstar, Inc.
• Chinese battery giant CATL has launched a partnership with Octopus to build more than 30 battery swapping stations for electric trucks in Europe by 2035, with the first battery-swapping hubs opening in the UK in 2027. We Mean Business Coalition
• BloombergNEF forecasts growth in energy storage battery demand 27% higher than estimates made just one year earlier, attracting interest from numerous automotive manufacturers. E-TECH EUROPE 2026

Last updated: 26 July 2026