Global Scans · Batteries · Weekly Summary

• [New] The EV Batteries industry will benefit the most from the Chinese government's anti-involution efforts. Morgan Stanley
• [New] Battery storage projects face risk from new Foreign Entity of Concern rules, which could disqualify projects with significant exposure to Chinese supply chains. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• [New] Tesla could disrupt the automotive and power generation industries with its technology for EVs, automated vehicles, batteries, and humanoid robots. Morningstar, Inc.
• [New] Electric vehicle producers such as Tesla are at risk of production cuts due to potential shortages of rare earth minerals crucial for batteries and electric motors. / China FinancialContent
• [New] By 2035, solar and batteries will lift renewable energy's share of power supply by 9% above AEMO's current projections. Australian Conservation Foundation
• [New] Critical mineral demand from EVs and battery storage alone will grow tenfold by 2040 under its Stated Policies Scenario. Default
• [New] Some geothermal fluids contain valuable minerals; lithium concentrations in the groundwater of California's Salton Sea region could potentially supply battery manufacturers. UND Today
• [New] Analysts expect chip shortages 2025 to become more severe, with extended lead times for GPUs, batteries, and MEMS parts. / USA technovatix.info
• [New] Record investment in EVs and batteries In 2024, $19.6 billion was channelled into sustainable mobility, with EVs projected to reach 40 million annual units by 2030. Consultancy.eu
• [New] Rented batteries, charged with solar energy, could offer a clean energy alternative in Africa. BBC
• [New] EV Adoption Ramp-Up: With projections that over 50% of new cars sold in the US will be electric by 2030, lithium demand from battery manufacturers is soaring. Farmonaut
• [New] By 2025, American and North American lithium miners will supply a majority of battery minerals needed for EVs, grid-scale storage, and green infrastructure projects in the United States and Canada. Farmonaut
• [New] In 2025, lithium demand is projected to grow by over 25%, fueled by battery advancements and sustainable mining practices. Farmonaut
• [New] Ultium Platform & Cost Reduction: The Ultium platform and the strategic shift to LFP batteries are expected to significantly reduce EV production costs, making GM's EVs more competitive and improving profitability. The Pilot News
• [New] GM expects to reduce EV costs by up to $6,000 per vehicle through the Ultium platform and the adoption of lithium iron phosphate (LFP) battery technology, anticipating average EV battery costs to decrease significantly by 2025. The Pilot News
• Batteries and EVs are driving robust demand - global demand for lithium is expected to more than triple through 2030. Farmonaut
• Despite challenges like batteries weighing 50 times more than equivalent fuel and vulnerability to harsh weather, the Alia offers lower maintenance through simplified designs and quick 20-40 minute recharges, positioning Norway as a pioneer in sustainable aviation. GeopoliticsUnplugged Substack
• With LeydenJar's Eindhoven manufacturing facility, PlantOne, full-rate production of battery cells starts in 2027. IO+
• Cost Reductions: Average EV battery costs dropped to USD 149/kWh in 2023 and are expected to decline further to USD 80/kWh by 2026, accelerating EV affordability. EMobility+

Last updated: 19 October 2025