Global Scans · Batteries · Weekly Summary

• [New] By propulsion type, the battery electric segment is expected to witness significant growth between 2025 and 2034. Precedence Research
• [New] Recycled material could potentially provide one-third of United States cathode material needs for lithium-ion batteries by 2030. Ennovi
• [New] Reusing second-life lithium-ion EV batteries within existing power grids could surpass 200 gigawatt-hours per year by 2030. Ennovi
• [New] Roughly 125,000 V2 G-ready cars would be able to power the city of Munich for an hour, showing the huge potential of unlocking the power in batteries on wheels to help make energy cleaner and more flexible. Octopus Energy
• [New] Some brands are already announcing 700-1,000 km on a single charge with next-gen solid-state batteries expected by 2027-2028. ELECTRA
• [New] The new 2026 Subaru Solterra is powered by a 74.7-kWh lithium-ion battery, providing an estimated range of more than 285 miles, up more than 25% compared to the outgoing model. EVSpecifications
• [New] South Korean battery manufacturer SK On will supply US company Flatiron Energy with battery storage systems with a total capacity of up to 7.2 gigawatt-hours by 2030. Battery-News
• [New] By 2040, recycled materials from spent batteries could reduce the need for new primary mining of key minerals by about 10%. Anern
• [New] The volume of spent EV and storage batteries will surge after 2030. Anern
• [New] Manufacturers are anticipating regulations that will require devices to have user-replaceable batteries by 2027. Bez Kabli
• [New] BMW's €10+ billion Neue Klasse strategy targets EV leadership with faster charging, lower battery costs, and 40+ models by 2027. Ainvest
• [New] By 2025, large-scale recycling technologies will help reclaim significant volumes of lithium to be reintegrated into new batteries and energy storage systems. Farmonaut
• [New] By 2025, China is expected to control more than 60% of the world's lithium-ion battery production capacity. Farmonaut
• [New] Battery recycling might expand post-2030 as old EV batteries reach their end, potentially lowering primary lithium requirements. Bizclik Media Ltd
• [New] Battery storage, driven by declining costs, is on track to expand from 22 GWh in 2024 to about 120 GWh by 2029, supporting deeper renewables integration. Global Energy Monitor
• [New] To maximize the potential of battery storage, the U.S. needs to catch up on its massive grid infrastructure backlog - all while trying to build enough new generation to meet growing demand from AI data centers. Utility Dive
• Opportunities lie in AI and automation infrastructure (chipmakers like NVIDIA, data center REITs like Equinix), the accelerating energy transition (battery metals, grid infrastructure), and healthcare innovation (biotech, personalized medicine). BPAS
• Battery Growth: The International Energy Agency projects that VRFB installations could triple by 2030, creating a new, sustained demand center for vanadium. AlloyIndex
• Electric vehicle battery demand alone is projected to increase by 500% by 2030, requiring massive expansion of mineral production. Discovery Alert
• The lithium-ion Battery Wars of 2025 will not be about replacing lithium-ion anytime soon, but rather parallelization and resiliency. EVMechanica
• New Mexico State University is the co-investigator for Carrizo Four Corners, the 1,500-megawatt pumped storage project that could provide 70 hours of energy storage, far more than the several hours of storage provided by the largest lithium-ion batteries. Circle of Blue
• Major 2025 Trend: The portion of nickel production allocated to batteries is forecast to surpass 60% of global output by 2027 (from just 20% in 2020). Farmonaut

Last updated: 14 September 2025