[New] The 20-billion-plus capital-expenditure budget for 2026 will be used to expand AI training capacity, build and scale robotaxi-focused assembly, develop Optimus humanoid robots, and grow energy-storage production such as Megapack.
TESMAG
[New] Tesla says it will invest at least 20 billion dollars in 2026 on a mix of AI, robotics, energy storage, and the manufacturing infrastructure required to support them.
TESMAG
[New] Global energy storage deployment will exceed 100 GW in 2026, driven largely by the need to integrate intermittent renewables with data center-scale loads.
The Property Chronicle
[New] JLL predicts that solar paired with energy storage will become a core component of data center energy strategies worldwide by the end of the decade.
Green Energy Stocks
[New] The U.S. Department of Energy plans to provide $2.91 billion to boost production of the advanced batteries, including electric vehicles and energy storage.
Gray
[New] Battery energy storage is vital to the future of California's electric grid, and a thorough investigation will help the entire industry enhance its safety practices.
Inside Climate News
[New] The emergence of energy storage as a major lithium demand driver creates both opportunities and challenges for mining companies, processors, and battery manufacturers operating in global supply chains.
Discovery Alert
[New] Grid-scale energy storage requirements alone are projected to increase battery mineral consumption by 55% through 2030, while defence applications and advanced manufacturing create additional demand layers that compound traditional industrial consumption patterns.
Discovery Alert
[New] The International Energy Agency projects cobalt demand will increase threefold by 2040 under stated policy scenarios, driven primarily by battery electric vehicle production and renewable energy storage systems.
Discovery Alert
[New] Energy Storage Systems (ESS) are the fastest-growing segment, projected to account for 31% of total lithium demand in 2026.
Valley City Times-Record
[New] A significant portion of the projected demand growth in 2026 is attributed to Battery Energy Storage Systems and the burgeoning needs of AI-driven data centers.
The Chronicle-Journal
[New] The Advanced Clean Energy Storage Project in Utah plans to produce up to 100 metric tons of green hydrogen per day and store it underground.
Carbon Credits
[New] Energy storage demand is projected to experience 55% growth in 2026, following a 71% expansion in 2025, fundamentally altering lithium consumption patterns.
Discovery Alert
[New] By 2026, lithium will remain relevant for premium, long-range EVs - but mass fleets and storage will increasingly adopt sodium, permanently challenging lithium's dominance and redefining how the world thinks about energy storage.
techovedas
[New] With high-cost supply under strain and inventories gradually tightening, expectations are building that 2026 could mark the start of a rebalancing phase, supported by long-term demand tied to electrification, energy storage and the broader energy transition.
Investing News Network (INN)
[New] In China, the Eastern Data, Western Computing initiative is driving data centers toward renewable energy-rich western regions, where AI data centers paired with energy storage systems will become standard infrastructure for large-scale campuses.
Cision PR Newswire
By 2050, electricity demand will have grown by more than 50% in the U.S; energy storage, wind, and solar generation will increase by 300%; and renewables are predicted to exceed 50% of generation capacity in Western U.S., New York, and Southeast.
FABTECH
Budget 2026 is expected to strengthen the e-mobility ecosystem through higher funding for research and development, especially in advanced materials, high-performance battery components and next-generation energy storage.
Outlook Business
Global energy storage installations will exceed 1 TWh by 2030, with long life (> 15 years) and high safety becoming key procurement metrics.
Tortai Technologies Co., Ltd
Starting in 2026, we will begin to see real-time co-optimization take hold across U.S. grids as more ISOs adopt ERCOT-inspired storage frameworks that give energy storage systems unified participation in both energy and ancillary markets.
MCJ Newsletter
Last updated: 01 February 2026
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