[New] Automotive giant BYD has officially confirmed it will commence limited production of solid-state EV batteries in 2027.
The Daily Note
[New] BEVs are expected to sustain robust growth with the highest CAGR between 2025 and 2032, outpacing other propulsion types, as EV manufacturing scales globally and advances in solid-state batteries and fast-charging infrastructure emerge.
Persistence Market Research
[New] EVs, including battery-electric vehicles and plug-in hybrids, are predicted to make up 24.7% of light-vehicle sales in 2026.
JD Power Autovista24
[New] Looking ahead, lithium-ion battery demand is forecast to rise at a 14% compound annual growth rate over the next decade, with lithium demand itself increasing by roughly 12% a year.
Investing News Network (INN)
[New] BMW's USD 800 million investment to build a lithium-ion battery assembly center in San Luis Potosi ahead of full EV production in 2027 illustrates how the electric-vehicle transition is deepening Mexico's automotive relevance.
The Rio Times
[New] By propulsion type, the hybrid / battery/hydrogen multiple units segment is expected to grow at the highest CAGR between 2026 and 2035.
Precedence Research
[New] CATL's current dominance is built on lithium-ion technology; its future dominance will depend on whether it can lead the next generation of battery chemistry.
youth4planet
[New] On the basis of vehicle type, the battery electric vehicle (BEV) segment is the fastest-growing segment from 2026 to 2035.
Precedence Research
[New] The total global lithium demand is expected to reach about 1300 kt / a in 2050 (1100 kt / a solely for EV batteries), which represents almost 600% more than globally mined lithium in 2024 (180 kt).
PubMed Central (PMC)
[New] Recycling is expected to cover around 61% of the overall EV battery demand annually by 2050.
PubMed Central (PMC)
[New] By 2030, retired EV batteries are expected to supply around 20% of material input for recycling systems, as more vehicles reach end-of-life.
Electric Avenue
[New] The annual EV battery demand can increasingly be covered by the recycled EV battery material supply to around 61% in California by 2050, whereas the annual battery demand for stationary storage can already be covered fully by second use of EoL EV batteries before 2030.
PubMed Central (PMC)
[New] Citi forecasts CATL's sales will grow 31% in 2026, with energy storage batteries jumping 45% and EV batteries rising 27%.
youth4planet
[New] In Europe, new regulations set to take effect in 2026 will introduce battery passports, digital records that track a battery's composition, usage, and lifecycle.
Torque News
[New] Excluding losses in the recycling process, secondary battery supply can cover 61% of the EV battery demand on the pack level by 2050, and 82% by material mass for all battery materials aggregated.
PubMed Central (PMC)
[New] Around ten recycling plants, each with a capacity of processing around 90,000 t of lithium-ion battery waste annually, would be needed by 2050 to process all waste streams of EV batteries in California.
PubMed Central (PMC)
[New] Recycling of all EoL EV batteries results in GHG emission savings of about 48.3 MtCO2eq until 2050, driven by the replacement of primary raw materials in battery production.
PubMed Central (PMC)
[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] Used electric vehicle batteries could supply up to 67% of China's energy storage demand by 2050, provided packs are safely tested, graded and redeployed.
Auto Recycling World
