Global Scans · Batteries · Weekly Summary

• [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
• [New] For the forecast period, EIA expects utility-scale battery energy storage to surge from 44,630.7 MW to 67,549.6 MW - an increase of 51.4%. Electrek
• [New] Battery storage claims 46% of the 64 GW investment pipeline, with 16.8 GW projected online by 2027. openpr
• [New] There may be AI, there may be robots, there may be a lot of new battery technology, but one factor will guide the smartphone market in 2026. Yahoo Finance Singapore
• [New] At the start of 2026, battery costs were more than 30% higher than expected and industrial energy prices around 80% above 2021 levels, while public charging can cost over 140% more than five years ago. SMMT
• [New] Battery prices for BEVs sold in the EU could fall by over 30% by 2030. G&M Direct Hire
• [New] BMW is investing $800 million in battery assembly in San Luis Potosi ahead of EV production in 2027. The Rio Times
• [New] Solar, wind and batteries are expected to account for 93% of new power capacity added in 2026. ""
• [New] By 2040, recycled batteries could supply up to 60% of global cobalt demand and 53% of lithium demand. AZoCleantech
• [New] Standalone and co-located battery energy storage systems deals are rising, with strong growth underpinned by additions expected through 2026, with the United States projected to be installing almost 15 GW of new BESS capacity in 2026. Yahoo Finance

Last updated: 03 May 2026