Global Scans · Batteries · Weekly Summary

• [New] The decade will see massive manufacturing investments totaling $200+ billion globally in battery production capacity. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] Fastest-Growing Subsegment: Solid-State - Solid-state battery equipment will record a 34.5% CAGR through 2034, moving from pilot to initial production. Straits Research
• [New] Tesla recalls approximately 10,500 Powerwall 2 AC battery systems in the U.S. due to fire risks linked to a third-party supplier's defective lithium-ion cells. OpenTools
• [New] As electric vehicle adoption accelerates across global markets and manufacturers broaden their EV portfolios, the demand for sustainable battery materials sourced from recycling will grow exponentially. Advanced Auto Bat
• [New] Despite environmental lawsuits and technical uncertainty, CTR's IPO signals growing confidence that California's lithium ambitions could soon rival Arkansas's in the race to build a domestic battery supply chain. SME Studios - Jobs of Tomorrow
• Tesla's planned battery production capacity of 3 terawatt-hours annually by 2030 alone requires approximately 180,000 tonnes of lithium hydroxide equivalent per year. Discovery Alert
• By Battery Chemistry: Lithium-ion (Li-ion) dominated with an 84% share in 2025; Solid-state equipment will grow the fastest at a 34.5% CAGR. Straits Research
• The expectation of a demand boom in 2026 is based on assumptions about several developments: On the one hand, the demand for lithium-ion batteries for electric vehicles continues to grow, even if the dynamic temporarily weakens in some markets. GOLDINVEST.de
• Demand for lithium for batteries could grow by 30% or even 40% in 2026. GOLDINVEST.de
• While relatively few EV batteries have reached EOL to date, most current recycling activities process production scrap, estimates suggesting that over 1.2 million EV batteries will be retired annually by 2030, increasing to over 14 million per year by 2040. Nature
• Battery recycler Redwood Materials has begun operations at a $3.5 billion factory in South Carolina that will supply critical minerals for domestic supply chains. National Law Review
• The US$13.9bn Liberty facility will produce lithium-ion batteries for hybrid, plug-in hybrid and battery electric vehicles. Automotive World
• EV battery prices are expected to drop nearly 50% by the end of 2025, driven by improvements in manufacturing efficiency and material sourcing. Power Integrations
• Solid-state battery technology development represents another potential demand driver, with commercial deployment anticipated between 2027-2030. Discovery Alert
• Electric vehicle battery production alone requires substantial quantities of lithium, with projections indicating 400% demand growth from 2022 levels by 2030. Discovery Alert
• By the late 2030s, hydrogen and battery-electric aircraft are poised to transform global aviation, paving the way for cleaner, more efficient skies. Indian Aerospace and Defence Bulletin - News for aerosp
• S&P Global Mobility predicts a 30% rise in battery electric passenger vehicle sales to 15.1 million units, underscoring robust growth. WebProNews
• Tesla has issued a significant recall affecting approximately 10,500 Powerwall 2 AC battery systems across the United States, following the discovery of a fire risk linked to a specific battery cell defect. OpenTools

Last updated: 07 December 2025