Market Trends– category –
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Market Trends
Benchmark Forecasts $64 Billion CAPEX and Over 3 Million Tons LCE Supply Expansion Required to Meet 2040 Lithium Demand
Benchmark Source Unknown Overview Benchmark's latest CAPEX briefing projects that meeting global lithium demand by 2040 will necessitate expanding operational lithium supply by over 3 million tons LCE (Lithium Carbonate Equivalent) from ... -
Market Trends
Chariot Defense Develops Next-Gen Software-Defined Power Distribution System for Military Microgrids, Aiming to Decouple from Diesel Dependency via Environmental Energy Capture
CleanTechnica USA Overview Chariot Defense is reportedly developing a next-generation software-defined power distribution system for military applications, designed to capture energy from the environment. This system aims to improve curr... -
Market Trends
IEA’s ‘Global EV Outlook 2026’ Reveals Shift Towards LFP Battery Chemistry, Growing Interest in Sodium-ion Batteries
International Energy Agency (IEA) International Overview The International Energy Agency's (IEA) 'Global EV Outlook 2026' identifies a notable shift in battery chemistry preference towards more affordable Lithium Iron Phosphate (LFP) bat... -
Market Trends
Second-Life Batteries Extend Life by Reusing 70-80% Capacity After EV Use, Expanding Sustainable Energy Storage Market
TBS Unknown Overview Second-life batteries represent an innovative concept, repurposing the remaining 70-80% capacity of EV batteries for energy storage systems after their optimal performance for automotive use diminishes. This reuse si... -
Market Trends
IEA’s ‘Global Critical Minerals Outlook 2026’: Lithium Demand to Triple by 2040, Yet 2025 Investment Drops 9%
International Energy Agency (IEA) International Overview According to the IEA's 'Global Critical Minerals Outlook 2026,' lithium demand is projected for the strongest growth, tripling by 2040, with nickel, graphite, and rare earth demand... -
Market Trends
U.S. Adds Record 20.2 GWh of Energy Storage in Q2 2026, Achieving 30.8 GWh Total in H1; Utility-Scale Capacity Nearly Doubles Under Trump Administration
Solar Energy Industries Association (SEIA) USA Overview The U.S. energy storage industry installed a record 20.2 GWh of new capacity in Q2 2026, bringing the first-half total to 30.8 GWh. This surge saw utility-scale storage capacity alm... -
Market Trends
U.S. Black Mass Export Ban Alone Insufficient for Domestic EV Battery Recycling: 65,000-Ton Refining Capacity Shortfall Identified
GreenLi-ion USA Overview A new study indicates that the U.S. government's black mass export ban, implemented on August 27, 2026, is insufficient on its own to boost domestic EV battery recycling. The current U.S. refining capacity for bl... -
Market Trends
Seven North American Battery Recycling Companies Scale Up Operations to Meet Surging EV Battery and Manufacturing Scrap Volumes
Battery Technology USA Overview In 2026, seven leading North American battery recycling companies are significantly expanding their operations to address the escalating volume of end-of-life EV batteries and manufacturing scrap from giga... -
Market Trends
Lithium-ion Battery Recycling Faces Deepening Challenges and Opportunities in 2026: Rising Fire Risks Amidst Critical Mineral Demand
Alchemie Labs Unknown Overview The rapid proliferation of lithium-ion batteries in 2026 presents both deepening challenges and significant opportunities for recycling. End-of-life batteries pose fire risks, necessitating safe disposal, w... -
Market Trends
U.S. Department of Energy Allocates $500 Million in Grants to Advance Battery Minerals, Manufacturing, and Recycling
Benchmark Source USA Overview The U.S. Department of Energy (DoE) announced new grants totaling $500 million in late August 2026 to support battery materials, manufacturing, and recycling. This funding targets a broad spectrum of critica...