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] 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] The allied-nation battery and motor sourcing mandate will likely cause at least one vendor to publicly disclose supply chain restructuring costs or timeline delays, as domestic and allied alternatives to Chinese components remain limited in the required volume and price range. Drone Warfare
• [New] Battery storage claims 46% of the 64 GW investment pipeline, with 16.8 GW projected online by 2027. openpr
• [New] OIL SHOCK COULD SPEED UK EV UPTAKE Rising oil prices following US and Israeli strikes on Iran and closure of the Strait of Hormuz are shifting the economic case toward EVs, accelerating a consumer tipping point already supported by better batteries. Apple Podcasts
• [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 market size is expected to reach $1.03 billion by 2030, driven by the need for enhanced battery performance, the growing demand for electric vehicle materials, and increased investments in scalable manufacturing. Yahoo Finance
• [New] Until rivals catch up, Chinese handsets will be the gold standard for battery life. Stuff
• [New] Having already reached a historical high of 1 terawatt-hour in 2024, total demand for rechargeable chemical batteries could more than quadruple from 2023 levels by 2030. Center for Strategic and International Studies
• [New] As investment grows, sodium-ion will become an increasingly important part of the global battery mix. SodiumBatteryHub
• [New] Richer media experiences require substantially more power and larger batteries, which is why IDC expects non-display glasses to drive near-term growth while display-equipped devices gain momentum closer to 2027. Next Reality
• [New] Demand for long-lasting energy storage is accelerating and that offers a rare opportunity for U.S. and European clean technology companies to compete with China in its globally dominant battery sector. Los Angeles Times
• [New] The bottom line: National EV sales share hit 9.1% in 2025 and is projected to reach 11.8% in 2026, despite the credit repeal, driven by state policies and declining battery costs. quorum
• [New] New North American and European plants will boost recycled battery material supply. Octagon AI
• [New] The average cost of grid-installed battery has dropped 75% from 2018 to 2025 and is projected to drop another 25% through 2035. Numlock News
• [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] 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