Global Scans · Batteries · Weekly Summary

• [New] The introduction of a two-part tariff for battery storage will materially improve storage bankability, though we expect BESS capacity to fall short of Vietnam's ambitious PDP8 targets. Fitch Solutions
• [New] Battery manufacturing capacity is set to more than triple by 2030, while EV production capacity could rise more than tenfold, driven by strong industrial policy and increasing foreign investment, including from China. IEA
• [New] North America is expected to account for approximately 34% of global solid-state battery revenue share by 2035, supported by government incentives and robust R&D infrastructure. Persistence Market Research
• [New] In the U.S., EVs accounted for more than 11% of total new vehicle sales, with automakers including Tesla Inc., General Motors, and Ford committing a combined US$ 73 Bn toward establishing a regional battery manufacturing capacity of around 500 GWh by 2030. Persistence Market Research
• [New] Honda Group has postponed a planned Alliston EV assembly plant and battery facility until at least 2029, reflecting the deterioration in EV demand conditions. atradius
• [New] The African Development Bank has approved USD 66 million (EUR57.6m) in financing for the first phase of the Dandara project in southern Egypt, which will include 500 MW of solar and a 100-MWh battery energy storage system. Renewables Now
• [New] While the OBBBA preserved the storage ITC through 2033, new Foreign Entity of Concern restrictions have accelerated battery supply chain diversification away from China, including toward Southeast Asian manufacturing capacity and domestic suppliers. Morningstar, Inc.
• [New] Chinese battery giant CATL has launched a partnership with Octopus to build more than 30 battery swapping stations for electric trucks in Europe by 2035, with the first battery-swapping hubs opening in the UK in 2027. We Mean Business Coalition
• [New] BloombergNEF forecasts growth in energy storage battery demand 27% higher than estimates made just one year earlier, attracting interest from numerous automotive manufacturers. E-TECH EUROPE 2026
• [New] Industry & Manufacturing - China's EV supply chain investments in Morocco exceeded $1.3 billion, strengthening Rabat's battery industry while increasing European concerns that Chinese manufacturers could bypass EU tariffs through Moroccan production. More News From NowHere
• [New] Late 2026 to 2027 will mark the point of cost parity between sodium-ion and LFP batteries. Gasgoo Auto News
• [New] By 2026, anode-free battery technology will reach its mass production window. Gasgoo Auto News
• [New] Solid-state battery qualification for aviation applications (vibration, thermal runaway containment, altitude tolerance) adds an estimated 3-4 years beyond automotive qualification timelines - meaning solid-state eVTOL batteries are unlikely before 2030-2031. Energy Solutions Intelligence
• [New] Reuters details that global battery factory pipelines are projected to scale multiple times over by 2030 as global vehicle manufacturers commit $1.2 trillion toward dedicated production networks. Market Data Forecast
• [New] A study shows lithium-ion battery pack prices averaging $108 per kilowatt-hour, with a broader industry drop below the $100 milestone anticipated by 2027 to establish cost parity with internal combustion engines. Market Data Forecast
• [New] Growth in Li-ion battery sales in the coming decade will continue at a compound annual rate of about 30%, driven by EVs and energy storage systems to 4,000-4,500 gigawatt-hours by 2030. Global Market Insights Inc.
• [New] Solid-state and semi-solid-state batteries are well positioned to be the breakthroughs that will help propel advanced battery technologies to the next level of global adoption. Cambridge Enertech
• [New] India has set ambitious targets of 51-84 GW of battery storage by 2031-32, with its 2025 budget reducing import duties on battery minerals to support domestic manufacturing. Green Fuel Journal
• [New] CATL will mass-produce sodium-ion batteries in 2026, overcoming key manufacturing bottlenecks. Battery-Tech Network

Last updated: 19 July 2026