Global Scans · Batteries · Weekly Summary

• [New] Tl; DR The U.S. installed battery energy storage system fleet is on track to reach roughly 65 GW by the end of 2026, more than double its early-2025 level, which makes BESS end-of-life a near-term investment recovery priority, not a 2040 problem. Invrecovery
• [New] The price of lithium-ion batteries is expected to fall by approximately 70% by 2032. Precedence Research
• [New] Success in early commercial projects, regional energy policies, and the cost competitiveness of sand batteries will influence adoption rates worldwide. Virtue Market Research
• [New] By 2026, advancements are expected to reshape battery technology significantly. FAQ - ZFJ
• [New] UAM urban air transport in 2026 will be shaped by certification, batteries, vertiports, avionics, and lifecycle cost. The Global Aero-Logic Hub (AL-Strategic)
• [New] A European sales launch is targeted for H2 2027; EU tariffs on Chinese-made battery-electric vehicles of up to 45% make some form of local production a near-prerequisite for competitive pricing. Automotive World
• [New] The latest round of investment sees Toyota and Isuzu partnering on a light-duty FCEV truck, which could avoid the weight penalties of a battery large enough to suit a trucking application, and deliver much lower recharge times than current battery tech allows. WhichCar | New Car Reviews, Prices and Buying Advice
• [New] 4680 Battery Cells: Tesla's in-house 4680 cells are larger, cheaper, and more energy-dense than the 2170 cells from partners. Tesla News Plus
• [New] Provisions for defining EV battery health are part of the Advanced Clean Cars II framework that the California Air Resources Board presented for the first time earlier this month - a measure that aims to make EVs 80% of new light vehicle sales by 2035. Green Car Reports
• [New] Batteries containing cobalt will play a central role in the global transition to cleaner energy. Cambridge Core
• As battery technology and energy recovery systems continue to improve, electric turbochargers are expected to become increasingly common in vehicles of 2026 and beyond. Goldfarb & Associates Inc
• Long-Duration Storage Mandates: National energy strategies, such as the Australia National Battery Strategy 2024, are establishing specific 2035 targets for stationary storage capacity. Knowledge Sourcing Intelligence
• Global lithium-ion battery demand could increase by over 25% annually. FAQ - ZFJ
• The battery storage integration segment is likely to experience the fastest CAGR of 15.3% from 2026 to 2034 due to the critical role batteries play in stabilizing intermittent renewable energy sources like solar and wind, ensuring a consistent power supply within microgrids. Market Data Forecast
• Between 2022 and 2030 the global demand for lithium-ion batteries will increase almost sevenfold, reaching 4.7 terawatt-hours in 2030. Statista
• The outlook for battery deployment has increased, with storage jumping 17-fold from 22 3GW in 2025 to 3.8 TW by 2035. BloombergNEF
• Looking ahead, China's projected battery production capacity is expected to more than double over the next five years, reaching 4,800 gigawatt-hours by 2030. Atlantic Council
• Expectations now rise to see 2 million Australians install a battery by 2030, doubling original predictions. Solar Battery Group
• All-solid-state batteries remain unlikely to achieve commercial scale before 2030, with vehicle integration still limited and early semi-solid-state models facing weak consumer uptake due to significant price premiums versus Lithium Iron Phosphate alternatives. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. NextBigFuture.com
• Researchers at the University of Cambridge have created a photocatalyst that could revolutionise the world of battery recycling. Chemistry World
• Over 90% of active anode material is sourced from China, underscoring a major U.S. supply chain vulnerability for lithium-ion batteries and other technologies. Yahoo Finance
• BMW has established five new battery manufacturing facilities near its vehicle production plants under a local-for-local strategy, building at sites in Germany, Hungary, China, Mexico and the United States to ensure production resilience regardless of political or economic disruption. Automotive Manufacturing Solutions

Last updated: 31 May 2026