Global Scans · Energy storage · Weekly Summary

• [New] Citi forecasts CATL's sales will grow 31% in 2026, with energy storage batteries jumping 45% and EV batteries rising 27%. youth4planet
• [New] With growing production and EoL supply of LFP, solely using EoL LFP EV batteries in second use applications is sufficient to meet the annual stationary energy storage demand in California by 2050. PubMed Central (PMC)
• [New] Assuming using EoL EV batteries in the second use, around 196.8 of 227.4 GWh of the total cumulative stationary energy storage demand would need to be covered by NMC and NCA batteries between 2025 and 2050. PubMed Central (PMC)
• [New] Stationary energy storage demands can be met by more than 100% by 2050 through the second use of EoL EV batteries. PubMed Central (PMC)
• [New] The long-duration energy storage landscape in 2026 is characterised by technology pluralism - no single solution dominates across all use cases, and the optimal portfolio depends on discharge duration requirements, geographic constraints, risk tolerance, and time horizon. PatSnap
• [New] Great Britain has introduced a long-duration energy storage cap and floor scheme requiring projects to discharge at full power for at least eight hours, with an indicative capacity range of 2.7 to 7.7 GWh by 2035. IEA
• [New] Energy Storage: The Megapack business is on track to represent 20% of Tesla's total profit by 2027, providing a stable counter-cyclical hedge to auto sales. The Chronicle-Journal
• [New] Global energy storage capacity will have to increase by 1,500 gigawatts by 2030 to facilitate the amount of growth in new solar PV and wind required to achieve the Paris Agreement target of net-zero emissions by 2050. Corporate Knights
• [New] The research and proof-of-concept validates the exciting potential of quantum batteries to achieve rapid, scalable charging and energy storage at room temperature, laying the groundwork for next-gen energy solutions. ScienceDaily
• [New] Energy storage demand in the battery sector could account for 31% of overall lithium consumption by end-2026, up from 23% the previous year. AZoMining
• [New] The automotive sector will remain the dominant end-use, accounting for around 60% of total lithium demand, but the share held by energy storage systems (ESS) has climbed from 9% three years ago to an expected 18% in 2026. AZoMining
• [New] Second-life batteries could meet up to 67% of China's energy storage demand by 2050. Auto Recycling World
• [New] China has identified a significant opportunity in its EV scrapyards: reusing retired vehicle batteries for stationary energy storage. Auto Recycling World
• [New] Plans are to add more than 17 gigawatts of solar and 7.6 gigawatts of battery energy storage during the next decade, which could boost solar to around 35% of FPL's power generation mix by 2034, up from roughly 9% today. / USA tradingkey.com
• [New] At the state level, Gujarat's Integrated Renewable Energy Policy 2025 aims to exceed 100 GW by 2030, explicitly supporting hybrid projects and energy storage key enablers for round-the-clock green hydrogen production. MarkNtel Advisors
• [New] Both the US and global energy storage markets have experienced rapid growth over the last year and are expected to continue expanding rapidly in order to support grid resiliency. JD Supra
• [New] Advanced lithium processing technologies are expected to boost energy storage capacity by 40% in sustainable agriculture infrastructure by 2026. Farmonaut
• [New] Energy storage for utilities and data centers is expected to account for 41% of U.S. battery demand in 2026, up from 26% in 2024. Connect CRE
• [New] LG Energy Solution will produce $4.3 billion worth of batteries in Lansing, Michigan for Tesla's energy storage systems business. National Law Review
• [New] Lithium battery shipments for data center energy storage might rise over 80% in the next five years. Carbon Credits
• [New] Energy storage demand for lithium batteries grew over 70% in 2025 and is expected to continue rising rapidly in 2026. Deligreen Charger Store
• [New] Tesla and LG Energy Solution will invest $4.3 billion in a Michigan plant to produce LFP prismatic battery cells for Megapack 3 energy storage systems, with production starting in 2027 to strengthen U.S. supply chains. Battery-Tech Network

Last updated: 05 April 2026