Global Scans · Batteries · Weekly Summary

• [New] Each new electric vehicle adds approximately 60 kilowatt hours of battery capacity to the collective network, meaning the total available storage potential now exceeds 2400 gigawatt hours worldwide. Market Data Forecast
• [New] In the age of electricity, batteries have become a cornerstone of energy security and industrial competitiveness, but their full value will only be realised if countries build strong circular systems around them. IEA
• [New] The number of lithium-ion and similar batteries reaching end-of-life is expected to rise sharply from the mid-2030s onwards, making managing battery waste safely and efficiently a key challenge. IEA
• [New] EVs will represent more than half of global passenger vehicle sales by 2035, supported by lower lithium-ion battery prices, a growing number of affordable electric models and rapidly expanding demand in emerging markets. Electric Cars Report
• [New] BloombergNEF highlighted the growing role of battery storage, with demand for stationary energy storage systems expected to increase by 27% between 2025 and 2035 compared with previous forecasts. Green Building Africa
• [New] Battery storage capacity - the technology that makes renewable generation dispatchable - grew by 58% in 2025 and is projected to grow by another 57% in 2026. / USA JC Shepard(dot)com
• [New] CATL plans small-scale production of sulfide-based all-solid-state batteries in 2027, followed by small-batch mass production in 2028. Gasgoo Auto News
• [New] From 2026 to 2027, all-solid-state batteries will be in a small-scale demonstration phase, targeting low-altitude aviation, humanoid robots, and high-end custom vehicles. Gasgoo Auto News
• [New] From 2025 onward, Saudi Arabia's Vision 2030 and its target of deploying 48 GWh of battery storage by 2030 provide a massive, state-backed demand signal that de-risks investment. EnkiAI - Find the right insight
• [New] Around 1.2 million electric vehicle batteries could reach the end of their lives in 2030 and 14 million in 2040, and today's supply chains for battery minerals and components are highly concentrated. IEA
• [New] During 2026-2030, the space battery industry is expected to generate a cumulative sales opportunity of USD 846.7 billion. stratviewresearch.com
• [New] The annual demand for space battery was USD 148.9 billion in 2025 and is expected to reach USD 164.7 billion in 2026, up 4.0% than the value in 2025. stratviewresearch.com
• [New] While China is expected to see the biggest share of battery deployment for the next few decades, the ETS scenario forecasts huge demand in India and Europe starting in the 2030s. Energy Connects
• [New] India's Central Electricity Authority calls for 27 GW of battery storage and 20 GW of pumped hydro by 2030; AutoGrid's partnership with PTC India will use AI orchestration to aggregate flexible HVAC and EV loads. Mordor Intelligence
• Lithium-ion battery recycling, hydrometallurgical processing for battery-grade output production, direct recycling cathode active material recovery, and second-life battery systems before final recycling represent the highest-growth investment vectors through 2034. IMARC Group
• American Battery Technology Company has demonstrated direct recycling at pilot scale, with commercial-scale deployments expected by 2027-2028. IMARC Group
• Southeast Asia's EV adoption programs across Thailand, Indonesia, and Vietnam are generating comparable opportunities, with governments actively soliciting foreign direct investment in domestic battery recycling infrastructure as a strategic industrial development priority. IMARC Group
• Daimler Truck says it is pursuing a dual-track decarbonization strategy based on both battery-electric and hydrogen-powered vehicles, with 100 liquid hydrogen-powered fuel-cell trucks expected to begin customer operations from the end of 2026. Mexico Business
• Foreign battery cells produced in Europe enable downstream EV manufacturing; restricting Chinese investment risks delaying capacity build-up. Bruegel | The Brussels-based economic think tank
• North America is expected to grow at the fastest rate in the upcoming period due to increasing investments in advancing battery manufacturing technologies, government incentives for clean energy technologies, and the expanding EV sector. Precedence Research

Last updated: 05 July 2026