Global Scans · Batteries · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] Demand for lithium for batteries could grow by 30% or even 40% in 2026. GOLDINVEST.de
• [New] 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
• 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
• 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
• End-of-life battery material recovery represents emerging investment opportunity as storage systems installed today reach replacement cycles in 15-20 years. Discovery Alert
• Japan aims to recycle 20% of battery metals domestically by 2030 under its Green Innovation Fund initiative. Mugglehead Investment Magazine
• 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

Last updated: 30 November 2025