Global Scans · Batteries · Weekly Summary

• [New] Each new electric vehicle adds approximately 60 kilowatt hours of battery capacity to the collective network, meaning the total available storage potential now exceeds 2400 gigawatt hours worldwide. Market Data Forecast
• [New] The Morrisville Gigafactory is expected to play a critical role in expanding U.S. battery manufacturing capacity, supporting defence and industrial applications, and strengthening domestic supply chains. AZOM
• [New] Forge Nano is investing between $300 and $330 million, subsidized by a $100 million grant from the Department of Energy, to build a 3 GWh per year advanced battery plant in Morrisville, NC, that will leverage Samsung SDI's manufacturing expertise and supply chain pricing. AZOM
• [New] The number of lithium-ion and similar batteries reaching end-of-life is expected to rise sharply from the mid-2030s onwards, making managing battery waste safely and efficiently a key challenge. IEA
• [New] EVs will represent more than half of global passenger vehicle sales by 2035, supported by lower lithium-ion battery prices, a growing number of affordable electric models and rapidly expanding demand in emerging markets. Electric Cars Report
• [New] BloombergNEF highlighted the growing role of battery storage, with demand for stationary energy storage systems expected to increase by 27% between 2025 and 2035 compared with previous forecasts. Green Building Africa
• [New] Battery storage capacity - the technology that makes renewable generation dispatchable - grew by 58% in 2025 and is projected to grow by another 57% in 2026. / USA JC Shepard(dot)com
• [New] LFP batteries are expected to account for 95.1% of ESS deployments in 2026. FastMarkets
• [New] CATL plans small-scale production of sulfide-based all-solid-state batteries in 2027, followed by small-batch mass production in 2028. Gasgoo Auto News
• [New] From 2026 to 2027, all-solid-state batteries will be in a small-scale demonstration phase, targeting low-altitude aviation, humanoid robots, and high-end custom vehicles. Gasgoo Auto News
• [New] During in March 2026, Samsung secured a 1.5 trillion Korean won deal to supply ESS batteries to a US energy company from 2026 to 2029. FastMarkets
• [New] From 2025 onward, Saudi Arabia's Vision 2030 and its target of deploying 48 GWh of battery storage by 2030 provide a massive, state-backed demand signal that de-risks investment. EnkiAI - Find the right insight
• [New] Around 1.2 million electric vehicle batteries could reach the end of their lives in 2030 and 14 million in 2040, and today's supply chains for battery minerals and components are highly concentrated. IEA
• [New] During 2026-2030, the space battery industry is expected to generate a cumulative sales opportunity of USD 846.7 billion. stratviewresearch.com
• [New] In the age of electricity, batteries have become a cornerstone of energy security and industrial competitiveness, but their full value will only be realised if countries build strong circular systems around them. IEA
• [New] While China is expected to see the biggest share of battery deployment for the next few decades, the ETS scenario forecasts huge demand in India and Europe starting in the 2030s. Energy Connects
• [New] Operations will likely be concentrated in a small number of high-demand, high-income megacities due to high operating costs, such as battery replacement and vertiport fees, which will prevent Uber-style affordable pricing. AVweb
• [New] Global lithium demand is expected to grow in the coming years, driven by the electrification of transport, renewable energy integration, and the adoption of battery storage. AZOM
• [New] To comply with all existing directives by 2040, the investment shortfall is estimated at €82 billion per year, half of which is concentrated in a few sectors: construction (€18 billion), vehicles and batteries (€ 10-12 billion), and electronic and textile waste. Institut Jacques Delors
• [New] Over 90% of active anode material is sourced from China, underscoring a major U.S. supply chain vulnerability for lithium-ion batteries and other technologies. Yahoo Finance
• Lithium-ion battery recycling, hydrometallurgical processing for battery-grade output production, direct recycling cathode active material recovery, and second-life battery systems before final recycling represent the highest-growth investment vectors through 2034. IMARC Group

Last updated: 05 July 2026