Global Scans · Batteries · Weekly Summary

• [New] 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
• [New] The US$13.9bn Liberty facility will produce lithium-ion batteries for hybrid, plug-in hybrid and battery electric vehicles. Automotive World
• [New] 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
• [New] Solid-state battery technology development represents another potential demand driver, with commercial deployment anticipated between 2027-2030. Discovery Alert
• [New] Electric vehicle battery production alone requires substantial quantities of lithium, with projections indicating 400% demand growth from 2022 levels by 2030. Discovery Alert
• [New] 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
• [New] S&P Global Mobility predicts a 30% rise in battery electric passenger vehicle sales to 15.1 million units, underscoring robust growth. WebProNews
• [New] 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
• [New] A significant challenge is the lack of a steady stream of end-of-life EV batteries, as most are not expected to go offline in the next several years. CALSTART
• [New] Achieving net-zero by 2050 requires tripling annual demand, and an estimated 300 new mines will be required within the next decade to support battery production alone. Planet2050
• [New] End-of-life battery material recovery represents emerging investment opportunity as storage systems installed today reach replacement cycles in 15-20 years. Discovery Alert
• [New] Japan aims to recycle 20% of battery metals domestically by 2030 under its Green Innovation Fund initiative. Mugglehead Investment Magazine
• [New] Battery metals, including lithium, cobalt, nickel, and graphite, generated USD 115 billion in revenue in 2024 and are projected to more than double to USD 240 billion by 2032. Mugglehead Investment Magazine
• China will issue general export licenses for rare earths, gallium, germanium, graphite, and antimony-materials essential for chipmaking, battery production, and a broad swath of industrial components found in vehicles, electronics, and renewable energy infrastructure. Grand Pinnacle Tribune
• The successful commissioning of India's first 3 MWh Vanadium Redox Flow Battery is expected to pave the way for indigenous energy storage solutions and grid-scale renewable integration. Indian Masterminds
• Autonomous Energy Management: By AI, Tesla can forecast solar energy generation and battery consumption, thus the system of Powerwall and Powerpack can work at the highest level of efficiency. TheNewzAI
• The development of 4 GW of battery storage in the Midwest could power more than 3.4 million homes and result in more than $7 billion in energy cost savings for American consumers. Novogradac
• Battery-electric haulage trials in Western Australia are early signs, and similar evaluations will expand in North America and Europe as grid and charging improve. AZoCleantech

Last updated: 23 November 2025