Global Scans · Batteries · Weekly Summary

• [New] In the UK, EVs are widely expected to approach majority share of new registrations by 2030, supported by tighter emissions rules, falling battery costs and continued expansion of the public charging network. heycar
• [New] As next-generation solid-state battery technology matures toward aerospace application readiness and lithium-ion energy density continues to improve, battery performance constraints on eVTOL commercial viability in UK will progressively diminish. Mobility Foresights
• [New] By 2035, nearly 50% of all vehicles sold globally are expected to be electric, significantly boosting silver usage in automotive electronics, batteries, and charging infrastructure. Trade Ideas LLC.
• [New] The global volume of end-of-life batteries from electric vehicles is expected to reach 2.1 million tons annually by 2030. UL Solutions
• [New] As next-generation solid-state battery technology matures toward aerospace application readiness and lithium-ion energy density continues to improve, battery performance constraints on eVTOL commercial viability in Taiwan will progressively diminish. Mobility Foresights
• [New] Rules of origin thresholds may rise: The US is expected to push for higher regional value content requirements in automotive, steel, aluminium, and batteries. Carra Globe
• [New] As investment grows, sodium-ion will become an increasingly important part of the global battery mix. SodiumBatteryHub
• [New] The best eScooter in 2026 will boast solid-state batteries or graphene-enhanced power cells, offering ranges exceeding 100 miles on a single charge. GYROOR
• [New] Falling Battery Costs: As Sodium-ion and solid-state tech matures, the cost per MWh is expected to drop another 20% by 2030. AnengJi Energy
• [New] Global EV sales surpassed 14 million in 2023, with expectations of battery production exceeding 9 TWh by 2030, primarily driven by China and Norway. Yahoo Finance
• [New] The EU Battery Regulation sets mandatory recycled content levels for EV batteries, requiring by 2031 at least 16% Co, 6% Li and 6% Ni in active materials from recycled sources, increasing by 2036 to 26% Co, 12% Li and 15% Ni. Advanced Auto Bat
• [New] A 2026 AI smartphone could automatically optimize battery usage based on learned user patterns. VERTU
• [New] Average raw material prices in 2026 are forecast to exceed 2025 levels, placing sustained pressure on battery manufacturer margins. / China Powertrain International
• [New] Combined demand from EVs and battery applications is projected to grow from 85 million ounces in 2025 to 240 million ounces by 2030. INFINOX -
• [New] Expect accelerated permitting for domestic transformer manufacturing, possible tax incentives for residential islanding capability beyond the existing solar ITC, and updated interconnection standards that may eventually require new solar installations to include battery backup. Collapse Oracle
• [New] Global regulatory incentives and declining battery costs support growth, with significant potential in diverse EV models, regional expansion, and infrastructure advancements. Yahoo Finance UK

Last updated: 10 May 2026