Global Scans · Batteries · Weekly Summary

• [New] California's rapid expansion of battery storage is central to its strategy to reach 100% clean electricity by 2045, and renewables already supply nearly 67% of in-state retail electricity sales. POWER Magazine
• [New] Rincon is expected to produce up to 60,000 tons of battery-grade lithium carbonate annually, with first production targeted for 2028 and a gradual ramp - up to full capacity. / Argentina Yahoo Finance
• [New] Global vanadium demand for energy storage is projected to rise 31% by 2026, accelerating advanced battery innovation. Farmonaut
• [New] B & H eXplora highlights eco-friendly innovations like fungal batteries, suggesting that green tech will define 2026's desirable devices. WebProNews
• [New] 2026 models will integrate solar-assisted charging or advanced power management, making current batteries seem primitive by comparison. WebProNews
• [New] By 2026, Argentina is forecast to outpace several competitors in lithium production, shifting the global market's balance and influencing everything from electric vehicle manufacturing to massive battery storage projects. Farmonaut
• [New] Argentina is projected to produce over 30% of global lithium supply by 2026, impacting battery and EV industries worldwide. Farmonaut
• [New] Sodium-ion batteries for grid-scale storage are already being deployed and will accelerate significantly in 2026. TechCrunch
• [New] Zero-carbon generation is already among the cheapest sources of power, and growing demand for both grid-scale and distributed batteries is accelerating cost reductions faster than expected. TechCrunch
• [New] With 17 million EVs sold worldwide in 2024, an estimated 50 million on the road today, and a projected 200 million by 2030, competition to extend battery range, expand recharging infrastructure, and accelerate overall transportation electrification is inevitable. Energy Central
• [New] In 2026, all net new capacity growth will be attributable solely to renewables and battery storage. Energy Central
• [New] Utility-scale renewables plus battery storage are projected to increase by 68,528.0-MW (EIA does not provide a forecast for small-scale solar but the SUN DAY Campaign estimates it will provide an additional 7,200-MW). Energy Central
• [New] Electricity - 9% from Solar Alone; In 2026, All Net New Generating Capacity May Come from Renewables and Battery Storage. / USA Energy Central
• [New] Announced recycling capacity is already sufficient to manage all end-of-life batteries through 2030. RMI
• [New] As mobile tech developers aim to get out in front of the biggest trends that will shape their industry in 2026, many are focusing on the speed of processors, the size of batteries, or the number of cameras packed into a phone. Grit Daily News
• [New] By 2026, the solar equation will be incomplete without a critical component: battery energy storage systems. Mexico Business
• [New] Tesla is opening domestic LFP battery fabrication in 2026. The Sweaty Penguin
• [New] Shipments of stationary energy storage batteries will rise by 50% in 2025 and 43% in 2026. Carbon Credits
• 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
• 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
• 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
• 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
• Battery fires became the most visible and emotionally charged risk in micromobility in 2025. Zag Daily

Last updated: 04 January 2026