Global Scans · Batteries · Weekly Summary

• [New] Glencore will supply manufacturing scrap and end-of-life batteries and has invested in Li-Cycle, supporting the development of a new European hub in Italy. Market.us
• [New] As global demand for energy storage continues to escalate, the battery recycling industry is emerging as both an environmental necessity and an economic opportunity, fostering sustainable industrial growth. Market.us
• [New] Seven major lithium harvesting innovations in 2026 are projected to meet 60% of future electric vehicle battery demand. Farmonaut
• [New] By 2026, Glencore Polymet aims to supply enough nickel for up to 400,000 Tesla EV batteries annually. Farmonaut
• [New] The Wodgina mine site's primary output is lithium (as spodumene concentrate), expected to exceed 800,000 tonnes in 2025, crucial for the global battery and EV industries. Farmonaut
• [New] South American lithium mining is projected to supply over 60% of global demand for EV batteries by 2026. Farmonaut
• [New] Tesla's Cybercab, Tesla Semi and Megapack 3 battery will begin volume production in 2026. Sophic Capital
• [New] BloombergNEF analysis confirms that LFP batteries will maintain their dominant position in energy storage markets through at least 2035. Discovery Alert
• [New] By 2025, spodumene is projected to supply over 60% of the world's lithium for advanced battery technologies. Farmonaut
• [New] Battery Management Systems (BMS): Advanced BMS will become more prevalent, enhancing battery life and performance through smarter energy management and predictive analytics. eszoneo.com
• [New] Recovering lithium from used batteries (urban mining) is growing into a vital supply segment by 2026. Farmonaut
• [New] 43% of lithium-ion battery demand in 2025 will come from chemistries containing cobalt. African Mining Market

Last updated: 02 November 2025