[New] Grid-scale battery storage is projected to expand nearly 35-fold between 2022 and 2030, reaching nearly 970 GW globally, with 170 GW expected to be added in 2030 alone.
Persistence Market Research
[New] Developers plan to add 24 GW of utility-scale battery storage capacity in 2026, up from a record 15 GW added in 2025.
Mercomindia.com
[New] Key Insight: By 2026, US lithium battery leaders will not only drive rural electrification and automation but also enable vast improvements in battery recycling and sustainable supply chains, making advanced storage and energy solutions accessible and responsible across diverse geographies.
Farmonaut
[New] Global and regional rules on critical mineral sourcing, battery end-of-life, and supply chain transparency will grow more stringent in 2025-2026.
Farmonaut
[New] The coming years will witness the convergence of vertical integration, advanced battery storage, electrified equipment, sustainable materials sourcing, and robust digital risk management - each core to the strategies that define Tesla's approach to a resilient and future-proofed supply chain.
Farmonaut
[New] Bosch will collaborate with Chinese battery-electric vehicle manufacturer Nio to develop technologies for software-defined vehicles (SDVs) such as battery management systems, drive-by-wire chassis systems, and sensing modules.
National Law Review
[New] In 2026 alone, the Department of Energy projects 24.3 gigawatts of new battery storage installations - more than twice as much as new wind power and almost quadruple the new gas-fired generation capacity.
Fortune
[New] By 2030, industry experts expect lithium batteries to surpass 1 terawatt-hour of annual production capacity.
paiseec-us-store
[New] By 2026, hybridization will evolve from a complementary option into a global operational standard, driven by a historic milestone: annual battery energy storage additions will exceed 100 GW for the first time.
Zigor
Within a decade it says it will be producing enough lithium carbonate, a key material used in the production of rechargeable batteries, to supply about 250,000 electric vehicles a year.
The Guardian
Another major Chinese automaker, Changan, plans to start testing installation of all-solid-state batteries in vehicles in 2026, with mass production expected to begin in 2027.
MIT Technology Review
A new project, Tehuacana Creek 1 Solar and BESS, adding 837 megawatts in Texas, is the largest solar photovoltaic project expected to come online in 2026; it will also offer an additional 418 MW in battery energy storage capacity.
EIA - Energy Information Administration
By 2030, European battery capacity will exceed 80 gigawatts.
Clean Energy Wire
The International Energy Agency projects global electric vehicle battery demand will increase from approximately 300 GWh in 2022 to over 2,500 GWh by 2030, corresponding to a seven-fold increase in cobalt requirements.
Discovery Alert
A mature electric vehicle battery recycling industry could even eliminate the need for new battery mineral extraction by 2050.
Rinnovabili
By 2035, 73% of global black mass will come from end-of-life battery recycling, compared to 20% in 2024.
DGAP
Despite some headwinds like tariffs and shifting U.S. policy around renewable energy, U.S. battery storage is expected to grow 21% in 2026.
Marketplace
Battery prices are projected to fall to about $80 per kWh by 2026, making electric vehicles more cost-competitive with internal combustion engine vehicles even without subsidies.
Lectron EV
Last updated: 15 March 2026
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