Global Scans · Batteries · Weekly Summary

• [New] Global demand for battery metals, including lithium, graphite, cobalt, manganese, and nickel, is expected to quadruple from 3 million metric tons in 2025 to 12 million metric tons by 2035. Quest Metals
• [New] In 2026, sodium-ion batteries, solid-state batteries, and flow batteries will finally start to compete with the more common lithium-ion batteries as the world responds to the demand for different battery performance needs. Power Shift Africa
• [New] By 2026, home batteries will be more about function. Energy Matters
• [New] By 2026, silicon-anode batteries will likely power the next generation of electric cars and high-performance electronics, illustrating how materials innovation continues to redefine what critical means. Intelligent Living
• [New] Rapid expansion in grid-scale battery storage is driving a rebound in demand expectations, with overall lithium demand projected to grow 17% to 30% in 2026. Supply Chain Today - Home Page
• [New] Global demand for lithium-ion batteries is expected to grow over five times by 2030, intensifying competition for raw materials. Kooner FMS
• [New] Batteries are now a core operational asset, and in 2026, they will also be a growing source of risk. Kooner FMS
• [New] Under President Joe Biden's 2050 net-zero goal, the US passed laws to invest in green infrastructure like electric vehicle charging and battery storage and offer tax rebates for clean technology like hydrogen production and carbon sequestration. New Scientist
• [New] The number of suppliers offering U.S.-made battery energy storage system containers, modules, and cells is expected to double from three at the end of 2025 to six by the first half of 2026. Mercomindia.com
• [New] Data insight: By 2026, more than 65% of global battery metal projects will deploy at least one AI-driven innovation in exploration or processing. Farmonaut
• [New] Power sourcing will persist as a central theme in 2026, with data center operators continuing to adopt a diverse array of power solutions, including natural gas turbines with carbon capture, HVO-fueled back-up generators, wind, solar, geothermal, and battery storage. DataCenterKnowledge
• [New] Battery risk will not appear suddenly in 2026. Kooner FMS
• [New] Tesla is planning to start battery cell production in Germany starting 2027, targeting up to 8 GWh annually. TESLARATI
• California's rapid expansion of battery storage is central to its strategy to reach 100% clean electricity by 2045, and renewables already supply nearly 67% of in-state retail electricity sales. POWER Magazine
• Rincon is expected to produce up to 60,000 tons of battery-grade lithium carbonate annually, with first production targeted for 2028 and a gradual ramp - up to full capacity. / Argentina Yahoo Finance
• Global vanadium demand for energy storage is projected to rise 31% by 2026, accelerating advanced battery innovation. Farmonaut
• B & H eXplora highlights eco-friendly innovations like fungal batteries, suggesting that green tech will define 2026's desirable devices. WebProNews
• 2026 models will integrate solar-assisted charging or advanced power management, making current batteries seem primitive by comparison. WebProNews
• By 2026, Argentina is forecast to outpace several competitors in lithium production, shifting the global market's balance and influencing everything from electric vehicle manufacturing to massive battery storage projects. Farmonaut
• Argentina is projected to produce over 30% of global lithium supply by 2026, impacting battery and EV industries worldwide. Farmonaut
• Sodium-ion batteries for grid-scale storage are already being deployed and will accelerate significantly in 2026. TechCrunch
• Zero-carbon generation is already among the cheapest sources of power, and growing demand for both grid-scale and distributed batteries is accelerating cost reductions faster than expected. TechCrunch
• With 17 million EVs sold worldwide in 2024, an estimated 50 million on the road today, and a projected 200 million by 2030, competition to extend battery range, expand recharging infrastructure, and accelerate overall transportation electrification is inevitable. Energy Central

Last updated: 11 January 2026