Global Scans · Batteries · Weekly Summary

• [New] Richer media experiences require substantially more power and larger batteries, which is why IDC expects non-display glasses to drive near-term growth while display-equipped devices gain momentum closer to 2027. Next Reality
• [New] Demand for long-lasting energy storage is accelerating and that offers a rare opportunity for U.S. and European clean technology companies to compete with China in its globally dominant battery sector. Los Angeles Times
• [New] The bottom line: National EV sales share hit 9.1% in 2025 and is projected to reach 11.8% in 2026, despite the credit repeal, driven by state policies and declining battery costs. quorum
• [New] New North American and European plants will boost recycled battery material supply. Octagon AI
• [New] The average cost of grid-installed battery has dropped 75% from 2018 to 2025 and is projected to drop another 25% through 2035. Numlock News
• [New] Battery prices for BEVs sold in the EU could fall by over 30% by 2030. G&M Direct Hire
• [New] BMW is investing $800 million in battery assembly in San Luis Potosi ahead of EV production in 2027. The Rio Times
• [New] By 2040, recycled batteries could supply up to 60% of global cobalt demand and 53% of lithium demand. AZoCleantech
• [New] Standalone and co-located battery energy storage systems deals are rising, with strong growth underpinned by additions expected through 2026, with the United States projected to be installing almost 15 GW of new BESS capacity in 2026. Yahoo Finance
• [New] Propulsion leadership: Battery electric vehicles hold roughly 63% share and are also the fastest-growing propulsion segment, supported by zero-emission mandates and improving Li-ion economics, with BEV OHEV CAGRs often exceeding 14% through the early 2030s. Persistence Market Research
• [New] What will become the new world's largest sand battery is already under construction and is scheduled for completion in summer 2027. Forbes
• [New] ABI Research expects 5G-enabled wearables to grow from 1.3 million units in 2026 to 66.9 million by 2031 as RedCap matures and battery performance improves. Yahoo Finance
• [New] Battery cost targets for 2027 include a 30% reduction and 15% shorter charge times. EVinfo.net
• [New] DOE announces USD 500 million funding opportunity for domestic critical minerals processing, battery manufacturing, and recycling. JD Supra
• [New] Chinese battery giant CATL told BatteriesNews at the end of 2025 that its first small-scale production of solid state batteries is anticipated to begin in 2027. Engadget
• [New] Battery and energy storage solution provider Shuangdeng Group plans to invest in a 12 GWh semi-solid battery project for artificial intelligence data center applications under an agreement with the Jiangsu Xuyi Economic Development Zone. TaiyangNews - All About Solar Power
• [New] True solid-state batteries achieving competitive cost and manufacturing yields are more realistically positioned for high-volume commercialization in the early 2030s. Battery Technology
• [New] Lithium solid-state batteries promise higher energy density and safety, but manufacturing challenges delay commercialization until the 2030s. Battery Technology
• [New] Operational solar, wind, and battery assets in the EU will continue to benefit from elevated wholesale prices, as the Iran conflict has caused structural damage to global energy supply. Capstone DC
• [New] Electric construction equipment markets are projected to reach US$ 18 billion by the early 2030s, with CAGRs around 13% as excavators, loaders, dozers, and cranes shift to battery-electric or hybrid architectures. Persistence Market Research

Last updated: 26 April 2026