Global Scans · Batteries · Weekly Summary

• [New] In the UK, EVs are widely expected to approach majority share of new registrations by 2030, supported by tighter emissions rules, falling battery costs and continued expansion of the public charging network. heycar
• [New] As next-generation solid-state battery technology matures toward aerospace application readiness and lithium-ion energy density continues to improve, battery performance constraints on eVTOL commercial viability in UK will progressively diminish. Mobility Foresights
• [New] By 2035, nearly 50% of all vehicles sold globally are expected to be electric, significantly boosting silver usage in automotive electronics, batteries, and charging infrastructure. Trade Ideas LLC.
• [New] The global volume of end-of-life batteries from electric vehicles is expected to reach 2.1 million tons annually by 2030. UL Solutions
• [New] KKR's AUD 603 million investment in HMC Capital's 5.7 GW wind and battery pipeline reflects institutional confidence that corporate PPA demand will continue growing as more companies establish science-based emissions reduction targets. openpr
• [New] With the global fleet of electric vehicles growing at a rapid pace, the volume of batteries reaching end of life in the coming years represents both a logistical challenge and a massive economic opportunity. Metodo Viral
• [New] Combined, solar and battery storage (which banks excess energy for use when the sun's not shining) accounted for 79% of power generation brought online in 2025 and are expected to continue to grow by 49% before the Inflation Reduction Act tax credits expire at the end of 2027. Hendersonville.com
• [New] Lithium prices in 2026 are anticipated to trade within an approximate range of US$11,500 to US$28,500 per metric ton, reflecting ongoing uncertainty tied to Chinese battery demand cycles, new supply entries, and project delay dynamics across producing jurisdictions. Discovery Alert
• [New] Rules of origin thresholds may rise: The US is expected to push for higher regional value content requirements in automotive, steel, aluminium, and batteries. Carra Globe
• [New] From 2026 to 2028, analysts expect QuantumScape's revenue to rise from nothing to $99 million as it finally licenses its first commercial QSE-5 batteries. AOL
• [New] Utilizing the Kongsberg-PGZ consortium, Poland plans to deploy a dozen anti-drone batteries rapidly, with the first units scheduled to enter service as early as 2026 and the final battery expected by 2027. Ronin's Grips Analytics
• [New] The best eScooter in 2026 will boast solid-state batteries or graphene-enhanced power cells, offering ranges exceeding 100 miles on a single charge. GYROOR
• [New] Capital is expected to be used to scale U.S. manufacturing of semiconductor tools and lithium-ion batteries and to support expansion into high-growth markets such as pharmaceuticals, data centers and quantum computing. AZOM
• The EU Battery Regulation sets mandatory recycled content levels for EV batteries, requiring by 2031 at least 16% Co, 6% Li and 6% Ni in active materials from recycled sources, increasing by 2036 to 26% Co, 12% Li and 15% Ni. Advanced Auto Bat
• Combined demand from EVs and battery applications is projected to grow from 85 million ounces in 2025 to 240 million ounces by 2030. INFINOX -
• Expect accelerated permitting for domestic transformer manufacturing, possible tax incentives for residential islanding capability beyond the existing solar ITC, and updated interconnection standards that may eventually require new solar installations to include battery backup. Collapse Oracle
• The allied-nation battery and motor sourcing mandate will likely cause at least one vendor to publicly disclose supply chain restructuring costs or timeline delays, as domestic and allied alternatives to Chinese components remain limited in the required volume and price range. Drone Warfare
• Battery storage claims 46% of the 64 GW investment pipeline, with 16.8 GW projected online by 2027. openpr
• OIL SHOCK COULD SPEED UK EV UPTAKE Rising oil prices following US and Israeli strikes on Iran and closure of the Strait of Hormuz are shifting the economic case toward EVs, accelerating a consumer tipping point already supported by better batteries. Apple Podcasts
• Falling Battery Costs: As Sodium-ion and solid-state tech matures, the cost per MWh is expected to drop another 20% by 2030. AnengJi Energy
• Global EV sales surpassed 14 million in 2023, with expectations of battery production exceeding 9 TWh by 2030, primarily driven by China and Norway. Yahoo Finance
• Until rivals catch up, Chinese handsets will be the gold standard for battery life. Stuff

Last updated: 10 May 2026