Global Scans · Batteries · Weekly Summary

• [New] Battery recycler Redwood Materials has begun operations at a $3.5 billion factory in South Carolina that will supply critical minerals for domestic supply chains. National Law Review
• [New] France is forecasted to grow at 21.8% CAGR, supported by government-led incentives for clean mobility and battery storage. The National Law Review
• [New] Added battery storage and demand-response resources mitigate shortfall risks in Texas, as in California and other states that have added significant new energy storage capacity over the past five years and introduced regulatory incentives to flex demand. Forbes
• [New] The US$13.9bn Liberty facility will produce lithium-ion batteries for hybrid, plug-in hybrid and battery electric vehicles. Automotive World
• [New] Demand for lithium for batteries could grow by 30% or even 40% in 2026. GOLDINVEST.de
• [New] EV battery prices are expected to drop nearly 50% by the end of 2025, driven by improvements in manufacturing efficiency and material sourcing. Power Integrations
• [New] Solid-state battery technology development represents another potential demand driver, with commercial deployment anticipated between 2027-2030. Discovery Alert
• [New] Electric vehicle battery production alone requires substantial quantities of lithium, with projections indicating 400% demand growth from 2022 levels by 2030. Discovery Alert
• [New] China's lithium processing technology and equipment export restrictions help maintain domestic competitive advantages while creating potential supply chain vulnerabilities for international battery manufacturers. Discovery Alert
• [New] S&P Global Mobility predicts a 30% rise in battery electric passenger vehicle sales to 15.1 million units, underscoring robust growth. WebProNews
• [New] By the late 2030s, hydrogen and battery-electric aircraft are poised to transform global aviation, paving the way for cleaner, more efficient skies. Indian Aerospace and Defence Bulletin - News for aerosp
• [New] China's auto dominance threatens the very existence of Germany's car industry, with German manufacturers significantly lagging on EV battery range and charging speeds. Carmignac
• [New] Tesla has issued a significant recall affecting approximately 10,500 Powerwall 2 AC battery systems across the United States, following the discovery of a fire risk linked to a specific battery cell defect. OpenTools
• [New] Fastest-Growing Subsegment: Solid-State - Solid-state battery equipment will record a 34.5% CAGR through 2034, moving from pilot to initial production. Straits Research
• [New] By Battery Chemistry: Lithium-ion (Li-ion) dominated with an 84% share in 2025; Solid-state equipment will grow the fastest at a 34.5% CAGR. Straits Research
• [New] China will issue general export licenses for rare earths, gallium, germanium, graphite, and antimony-materials essential for chipmaking, battery production, and a broad swath of industrial components found in vehicles, electronics, and renewable energy infrastructure. Grand Pinnacle Tribune
• [New] Italy is hoping its first sand battery plant could be a game-changer for decarbonizing industrial heat, but the are environmental costs must be considered. Yahoo News Canada
• [New] The successful commissioning of India's first 3 MWh Vanadium Redox Flow Battery is expected to pave the way for indigenous energy storage solutions and grid-scale renewable integration. Indian Masterminds
• [New] Autonomous Energy Management: By AI, Tesla can forecast solar energy generation and battery consumption, thus the system of Powerwall and Powerpack can work at the highest level of efficiency. TheNewzAI
• [New] The development of 4 GW of battery storage in the Midwest could power more than 3.4 million homes and result in more than $7 billion in energy cost savings for American consumers. Novogradac
• [New] End-of-life battery material recovery represents emerging investment opportunity as storage systems installed today reach replacement cycles in 15-20 years. Discovery Alert

Last updated: 23 November 2025