Global Scans · Batteries · Weekly Summary

• [New] By 2030, European battery capacity will exceed 80 gigawatts. Clean Energy Wire
• [New] The International Energy Agency projects global electric vehicle battery demand will increase from approximately 300 GWh in 2022 to over 2,500 GWh by 2030, corresponding to a seven-fold increase in cobalt requirements. Discovery Alert
• [New] A mature electric vehicle battery recycling industry could even eliminate the need for new battery mineral extraction by 2050. Rinnovabili
• [New] By 2035, 73% of global black mass will come from end-of-life battery recycling, compared to 20% in 2024. DGAP
• [New] Despite some headwinds like tariffs and shifting U.S. policy around renewable energy, U.S. battery storage is expected to grow 21% in 2026. Marketplace
• [New] Battery prices are projected to fall to about $80 per kWh by 2026, making electric vehicles more cost-competitive with internal combustion engine vehicles even without subsidies. Lectron EV
• [New] Global sales of electric vehicles, including battery electric vehicles and plug-in hybrids, are expected to rise again in 2026 as electrification expands across passenger cars and light commercial vehicles. Lectron EV
• [New] Battery recycling will move to the center of industry strategy in 2026. EBBC
• [New] By 2030, more than 30% of newly built lithium battery production capacity will incorporate dry electrode or solid-state-compatible equipment architectures. XIAMEN TOB NEW ENERGY TECHNOLOGY Co., LTD.
• [New] Electric vehicles could become cheaper to produce than internal-combustion cars by around 2027, as battery prices fall and manufacturing efficiencies improve. Davis Vanguard
• [New] The U.S. energy storage sector illustrates IoT's role in critical infrastructure: operational battery storage exceeded 40 GW by 2025, up from 47 MW in 2010, with projections of 98 GW by 2030 and 5.6 GW installed in Q2 2025 alone. Persistence Market Research
• [New] Solar photovoltaic generation advanced 26% in 2022, electric vehicle sales increased 55% to exceed 10 million units globally, and grid-scale battery storage capacity is projected to reach nearly 970 gigawatts by 2030, almost 35 times the 2022 level. Persistence Market Research
• [New] Battery manufacturers are converting electric-vehicle (EV) production lines into energy storage system (ESS) capacity, responding to weaker-than-expected EV demand and surging AI-related electricity requirements. Bill Ryan
• [New] Advances in battery chemistry and manufacturing processes will reduce global average lithium-ion battery costs by a further 40% between 2023 and 2030, while improving energy density and cycle life. Zigor
• [New] BloombergNEF and the IEA agree: battery energy storage capacity will increase almost tenfold between 2023 and 2030, from 85 GW to nearly 800 GW. Zigor
• [New] By 2030, a budget electric car may run on a sodium-ion battery, a long-range sedan on a silicon anode with a liquid electrolyte, and a premium sports car will receive a solid-state battery.
• [New] After decades of research, solid-state battery technology is entering real-world production in 2026, with major manufacturers racing to commercialize what could be the biggest leap in energy storage since lithium-ion cells were invented. To7motor
• [New] Chinese battery titan CATL is reportedly sharply increasing its production of sodium-ion batteries in 2026, a fast-progressing new electrochemistry area with the potential to set off another wave of battery price declines as sodium is much cheaper than the lithium in lithium-ion batteries. The Weekly Anthropocene

Last updated: 01 March 2026