[New] Within a decade it says it will be producing enough lithium carbonate, a key material used in the production of rechargeable batteries, to supply about 250,000 electric vehicles a year.
The Guardian
[New] Another major Chinese automaker, Changan, plans to start testing installation of all-solid-state batteries in vehicles in 2026, with mass production expected to begin in 2027.
MIT Technology Review
[New] The world's largest battery company, CATL, plans to manufacture small quantities in 2027.
MIT Technology Review
[New] UBS forecasts global lithium demand will rise 14% in 2026 and 16% in 2027, driven by a rebound in electric vehicle sales and, more importantly, a surge in battery energy storage systems.
Ainvest
[New] In Europe, the new Battery Regulation sets ambitious recovery targets, including a 73% lithium recovery rate by 2030.
Rinnovabili
[New] Global revenues from electric vehicle battery recycling could reach approximately $70 billion per year by 2040, compared with $2.5 billion recorded last year.
Rinnovabili
By 2030, European battery capacity will exceed 80 gigawatts.
Clean Energy Wire
The International Energy Agency projects global electric vehicle battery demand will increase from approximately 300 GWh in 2022 to over 2,500 GWh by 2030, corresponding to a seven-fold increase in cobalt requirements.
Discovery Alert
A mature electric vehicle battery recycling industry could even eliminate the need for new battery mineral extraction by 2050.
Rinnovabili
By 2035, 73% of global black mass will come from end-of-life battery recycling, compared to 20% in 2024.
DGAP
Despite some headwinds like tariffs and shifting U.S. policy around renewable energy, U.S. battery storage is expected to grow 21% in 2026.
Marketplace
Battery prices are projected to fall to about $80 per kWh by 2026, making electric vehicles more cost-competitive with internal combustion engine vehicles even without subsidies.
Lectron EV
Global sales of electric vehicles, including battery electric vehicles and plug-in hybrids, are expected to rise again in 2026 as electrification expands across passenger cars and light commercial vehicles.
Lectron EV
China will release a standard for solid-state EV batteries later in 2026 as several automakers begin testing the new battery tech in vehicles.
Electrek
Chinese battery titan CATL is reportedly sharply increasing its production of sodium-ion batteries in 2026, a fast-progressing new electrochemistry area with the potential to set off another wave of battery price declines as sodium is much cheaper than the lithium in lithium-ion batteries.
The Weekly Anthropocene
Electric vehicles could become cheaper to produce than internal-combustion cars by around 2027, as battery prices fall and manufacturing efficiencies improve.
Davis Vanguard
The U.S. energy storage sector illustrates IoT's role in critical infrastructure: operational battery storage exceeded 40 GW by 2025, up from 47 MW in 2010, with projections of 98 GW by 2030 and 5.6 GW installed in Q2 2025 alone.
Persistence Market Research
Solar photovoltaic generation advanced 26% in 2022, electric vehicle sales increased 55% to exceed 10 million units globally, and grid-scale battery storage capacity is projected to reach nearly 970 gigawatts by 2030, almost 35 times the 2022 level.
Persistence Market Research
Advances in battery chemistry and manufacturing processes will reduce global average lithium-ion battery costs by a further 40% between 2023 and 2030, while improving energy density and cycle life.
Zigor
BloombergNEF and the IEA agree: battery energy storage capacity will increase almost tenfold between 2023 and 2030, from 85 GW to nearly 800 GW.
Zigor
By 2026, hybridization will evolve from a complementary option into a global operational standard, driven by a historic milestone: annual battery energy storage additions will exceed 100 GW for the first time.
Zigor
Last updated: 08 March 2026
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