Global Scans · Batteries · Weekly Summary

• [New] Amprius' NDAA-compliant 2+ GWh silicon anode battery manufacturing network in South Korea establishes a secure, allied supply chain for high-energy-density drone power systems, directly addressing defence procurement vulnerabilities while enabling extended-range UAV operations. Drone Warfare
• [New] Globally electric vehicles continue to see cost reductions, with battery pack prices declining to $108 per kilowatt-hour in 2025, according to BloombergNEF, with upfront price parity expected within the next few years. Zero Emission Transportation Association
• [New] Battery metal prices increased in 2025, in part due to supply risks at certain Chinese lithium assets and new cobalt export quotas in the Democratic Republic of Congo. BloombergNEF
• [New] Given the new regulatory environment, Revolve will likely need to partner with a battery storage provider, potentially benefiting companies like GE Vernova or Tesla, to meet the 30% storage mandate. FinancialContent
• [New] Battery fires became the most visible and emotionally charged risk in micromobility in 2025. Zag Daily
• [New] Technology group Wartsila will deliver the fourth stage of the Eraring battery facility at Origin Energy's Eraring Power Station in New South Wales, Australia. USA
• [New] Since 2010, the cost of solar, wind, and batteries has dropped by 90%, 70%, and 90% respectively, with further declines expected by 2035. Grand Pinnacle Tribune
• [New] Manufacturers of luxury and electric vehicles such as BMW, Audi, and Porsche are expected to widely use prepregs in chassis, body panels, and battery enclosures to reduce weight and enhance performance. / Germany Precedence Research
• [New] Graphite is expected to face a technical deficit after 2030 as battery demand grows faster than primary supply. BloombergNEF
• [New] Scaling recycling capacity to process projected battery waste streams requires substantial infrastructure investment over the next decade. Discovery Alert
• [New] Battery demand is forecast to surpass 1 TWh in 2025, doubling to 2.3 TWh by 2030. Climate Drift
• [New] From 2027 onwards, Hyundai's batteries will be 30% cheaper and 15% more energy dense. insideevs
• [New] Toyota's 2026 EVs feature batteries that are better than ever. insideevs
• [New] BMW's Gen6 batteries will offer up to 620 miles of range (depending on the vehicle type) and 30% faster charging. insideevs
• [New] The average global price for a lithium-ion battery pack in 2026 will drop by 3% year-over-year to $105 per kilowatt-hour. National Law Review
• [New] BloombergNEF expects the average price of a battery pack to decline to 105 US dollars per kilowatt-hour by 2026, a 3% reduction. electrive.com
• [New] The declining average EV battery price, expected to reach US$90 per kWh in 2025, will further enhance affordability. / China The Chronicle-Journal
• [New] Toyota and QuantumScape are investing heavily to develop solid-state battery technology that will be beneficial for commercial EVs. Precedence Research
• [New] Distributed energy storage such as home batteries and electric vehicle batteries could supply more overall storage than grid-scale batteries before 2030. The Conversation
• [New] The plunging cost of grid-scale batteries means gas and even hydropower will struggle to compete over the next ten years. The Conversation
• [New] Battery recycling and second-life applications will become core pillars of the EV value chain rather than peripheral businesses. ETAuto

Last updated: 28 December 2025