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September 2026 roundupPeriod scanned: 1 September – 1 October 20265 min listen

China sets 2030 targets for solid-state batteries

Audio briefing

5 min

In this report
September put batteries and storage on a more measurable footing, from China's first dedicated industry plan to U.S. funding and deployment data. In the lab, solid-state progress narrowed toward specific engineering constraints rather than broad claims of readiness.
  1. China's first dedicated battery plan sets 19 priorities and 2030 targets for all-solid-state deployment and 15,000-cycle lithium batteries:
  2. The U.S. DOE committed $500 million across seven projects, including lithium extraction, cobalt refining, and three recycling or reprocessing plants:
  3. U.S. storage reached 18.9 GWh in Q2 as average system duration rose to 3.5 hours:

Policy, supply and deployment

China sets 2030 targets for solid-state batteries

Battery policy and investment
China has issued its first dedicated national battery-industry plan, turning broad industrial support into a defined 2026–2030 programme with measurable technical targets.
  • The plan contains 19 priority tasks across innovation, industrial upgrading, materials, safety, and supply-chain development.
  • Its targets include initial large-scale application of all-solid-state batteries and 15,000-cycle lithium batteries by 2030; product defects at leading enterprises are targeted at parts-per-billion levels.
What this means for you
Solid-state and long-life lithium work now sits against an explicit national scale-up timetable, although the plan is a policy target rather than evidence that those products are production-ready.

DOE funds seven U.S. battery supply-chain projects

Battery policy and investment
The U.S. Department of Energy has committed $500 million to projects spanning minerals, materials, manufacturing, and recycling, giving domestic supply-chain policy a more concrete project base.
  • Awards cover direct lithium extraction, cobalt refining, next-generation anodes, electrolytes, and recycled battery black mass.
  • Three of the seven projects focus on recycling or reprocessing plants, including a $100 million award to Nth Cycle.
What this means for you
U.S. battery industrial policy is addressing upstream security and circular capacity together, so materials availability and recycling economics are increasingly part of the same scale-up picture.

U.S. storage installations reach 18.9 GWh in Q2

Grid-scale energy storage
The U.S. storage market installed a record 18.9 GWh in the second quarter, with the growth showing up more in duration than in instantaneous power.
  • Energy capacity rose 17% year over year while installed power capacity fell 7%.
  • Average duration increased from 2.8 to 3.5 hours; utility-scale projects accounted for 17.6 GWh, or 4.7 GW.
What this means for you
Grid-storage demand is placing greater weight on cells and systems that deliver sustained energy, not only peak power, reinforcing the relevance of duration and degradation in deployment economics.

Manufacturing plans and chemistry choice

Ultium adds LMR and LFP production at Spring Hill

Battery cell chemistries and materials
Ultium Cells plans a late-2026-to-2028 upgrade at Spring Hill to make LMR prismatic cells alongside LFP cells, broadening the site’s chemistry and market range.
  • Ultium says LMR can provide 33% higher energy density than LFP at comparable cost.
  • The upgrade is expected to create 500 jobs and will support LFP production for energy-storage systems.
What this means for you
North American cell manufacturing is being configured around chemistry flexibility, with LMR positioned between LFP cost and higher-nickel performance rather than as a single replacement chemistry.

Volkswagen delays Ontario gigafactory start to 2029

Battery manufacturing and gigafactories
PowerCo has moved the planned start of its St. Thomas, Ontario gigafactory from 2027 to 2029, extending the timetable for a potential 90 GWh plant.
  • The project could involve up to C$7 billion of investment and 3,000 jobs.
  • PowerCo cites changing market conditions and battery chemistry decisions; the revised schedule also draws on experience from its Salzgitter factory.
What this means for you
North American capacity plans are diverging: chemistry expansion is proceeding at Spring Hill while one large standardized-cell project is being pushed further out, making announced gigawatt-hours a less immediate measure of supply.

Solid-state engineering constraints

Composite electrolyte supports 3,000 hours of lithium cycling

Battery cell chemistries and materials
A Nature Communications study reports a layered composite electrolyte that controlled stress during lithium deposition, producing a useful durability signal in laboratory cells.
  • The electrolyte sustained lithium plating and stripping for 3,000 hours at 0.1 mA/cm² and 60°C.
  • A pouch cell retained 85.7% of its capacity after 100 cycles at 0.2C and 60°C; a LiFePO₄ coin cell retained 84.3% after 400 cycles.
What this means for you
The relevant solid-state question is becoming how electrolyte structure manages stress and interfaces under defined conditions, not simply whether a material conducts lithium in a small cell.

Review maps cost barriers for solid electrolytes

Battery cell chemistries and materials
A review of sulfide, oxide, polymer, and halide electrolytes puts the production gap in economic terms: material performance is only one part of solid-state viability.
  • The analysis links electrolyte choice to precursor costs, synthesis conditions, energy demand, and process scalability.
  • It identifies earth-abundant substitutions, lower-temperature synthesis, standardized benchmarks, and data-driven discovery as possible routes to lower cost.
What this means for you
Comparisons between solid electrolytes increasingly need a manufacturing basis, because expensive precursors and energy-intensive processing can erase an apparent cell-level advantage.

Catholyte size improves dry-processed NMC811 retention

Battery manufacturing and gigafactories
A study of dry-processed NMC811 cathodes shows that catholyte particle size changes the microstructure enough to determine whether capacity is retained in sulfide solid-state cells.
  • Two-to-three-micrometre catholyte particles produced a dense, homogeneous structure and 92.6% capacity retention over 100 cycles.
  • Nanoscale catholyte delivered high initial capacity but clustered and decayed rapidly; 3–5 µm particles increased void formation.
What this means for you
Dry-processing performance is tied to controllable electrode microstructure, so catholyte sizing is part of the manufacturing design space rather than a secondary materials detail.
How Iris covered your topics this month
Every topic you track was searched over the last month.
TopicSources foundIn this briefing
Battery cell chemistries and materials183 stories
Battery manufacturing and gigafactories192 stories
Grid-scale energy storage141 story
Battery recycling and supply chains12Nothing of notable significance
Battery safety and regulation6Nothing of notable significance
Battery policy and investment72 stories
Appendix: all 79 sources Iris scanned
Battery manufacturing and gigafactories · 19
Faster Charging and Increased Driving Range with Dry Electro… — techbriefs.com · 2026-10-01News
How to Set Up a Battery Cell Manufacturing Gigafactory — imarcengineering.com · 2026-09-30News
Charging Forward: Business as usual after shareholder revolt… — energyvoice.com · 2026-09-30News
Small Aluminum Substitutions Boost Sodium Battery Electrode … — azom.com · 2026-09-29News
Battery Ecosystems: A Comparative Analysis of Lithium-Ion Te… — carnegieendowment.org · 2026-09-29News
ProLogium Advances Dunkirk Gigafactory as Site Infrastructur… — prologium.com · 2026-09-29News
Volkswagen slows gigafactory battery manufacturing plans in … — manufacturing-today.com · 2026-09-29News
(PDF) Dry‐Processed, High‐Loading NMC811 Cathodes for Sulfid… — researchgate.net · 2026-09-24Research
(PDF) Continuous Roll‐To‐Roll Coating and Drying of Sulfide‐… — researchgate.net · 2026-09-24Research
VW Group’s PowerCo delays Canadian battery plant until 2029 … — autonews.com · 2026-09-24News
Assessing Europe’s Gigafactory Landscape — jdpower.com · 2026-09-24News
425 — sec.gov · 2026-09-24Official
Item - Particle Mixing in a Planetary Ball Mill for Dry Lith… — rochester.figshare.com · 2026-09-18News
Critical metal supply risks for EU electric vehicle batterie… — link.springer.com · 2026-09-14Research
Scaling Up Silicon-Dominant Anodes: Rheological Control and … — zenodo.org · 2026-09-09Research
Reconciling PTFE Fibrillation and Cycling Stability in Dry‐P… — advanced.onlinelibrary.wiley.com · 2026-09-04Research
Anode Prelithiation for Lithium‐Ion Batteries: A Brief Revie… — onlinelibrary.wiley.com · 2026-09-01Research
Integrated structural optimization and performance enhanceme… — sciencedirect.com · 2026-09-01Research
Future battery recycling in North America: Capacity expansio… — semanticscholar.org · 2026-09-01Research
Battery cell chemistries and materials · 18
Low-Cost Solid Electrolytes for All-Solid-State Batteries: M… — mdpi.com · 2026-10-01Research
Sodium-ion batteries: emerging energy storage technology for… — sciencedirect.com · 2026-10-01Research
Stress homogenization enabled by a layered composite electro… — nature.com · 2026-09-30Research
Small Aluminum Substitutions Boost Sodium Battery Electrode … — azom.com · 2026-09-29News
A softer porous material could help improve solid-state batt… — news.rice.edu · 2026-09-29Announcement
Sodium-Ion Battery Technology Webinar — helgroup.com · 2026-09-28Research
Ultium Cells to Upgrade Spring Hill Op... | Ultium Cells LLC — ultiumcell.com · 2026-09-28Announcement
The Most Promising Alternatives to Lithium-Ion Batteries — azom.com · 2026-09-25News
New battery chemistry could help lithium-sulfur batteries st… — engineering.vanderbilt.edu · 2026-09-22Research
Frontiers | Solid electrolytes for practical all-solid-state… — frontiersin.org · 2026-09-18Research
Electron delocalization-driven high dielectric electrolyte f… — nature.com · 2026-09-17Research
FePO4/FeF3 Composites as High‐Capacity, Highly Reversible Ca… — onlinelibrary.wiley.com · 2026-09-15Research
Lean-lithium solid-state electrolytes through interfacial pe… — academic.oup.com · 2026-09-12Research
Molecular-scale engineering of sulfide solid electrolytes fo… — cell.com · 2026-09-10Research
Synthesis methods effects on performance and aging of cobalt… — nature.com · 2026-09-08Research
Research progress in synthesis of cathode and anode ... — gncl.cn · 2026-09-06Research
Anode Prelithiation for Lithium‐Ion Batteries: A Brief Revie… — onlinelibrary.wiley.com · 2026-09-01Research
Silicon oxycarbide-based composites anodes for lithium-ion b… — sciencedirect.com · 2026-09-01Research
Grid-scale energy storage · 14
Long Duration Energy Storage 2026 | US Batteries Last Longer — usa.long-duration-energy-storage-summit.com · 2026-10-01News
Grid Scale Archives — energy-storage.news · 2026-09-30News
Understand Energy Storage | Understand Energy Learning Hub — understand-energy.stanford.edu · 2026-09-29Announcement
Journal of Energy Transition and Net-Zero Technologies — colloquys.com · 2026-09-25News
US Utility-Scale Battery Storage Map & List | BESS Facil… — usnuclearpowerplants.com · 2026-09-24News
Utility Scale Battery Storage | Core Development Group — coredevusa.com · 2026-09-23News
U.S. Energy Storage Market Reaches Record 18.9 GWh in Q2 202… — tdworld.com · 2026-09-22News
U.S. Energy Storage Market Posts Record 18.9 GWh in Q2 as Lo… — woodmac.com · 2026-09-22News
Waena battery storage project hits key milestone, will stren… — hawaiianelectric.com · 2026-09-21News
RWE bouwt 400 MW batterijopslagsysteem om netcongestie in No… — benelux.rwe.com · 2026-09-21News
Australia’s NSW firming tender delivers 3GWh of battery stor… — energy-storage.news · 2026-09-18News
Construction starts on Green Turtle: Belgium's largest energ… — giga-storage.com · 2026-09-18News
Vattenfall takes final investment decision on major battery … — group.vattenfall.com · 2026-09-10News
Leveraging Storage for a More Flexible, Resilient Grid | Ame… — publicpower.org · 2026-09-02News
Battery recycling and supply chains · 12
Black Mass Refining: A Critical Step in Precursor Regenerati… — jet-mills.com · 2026-09-30News
What Is Black Mass in Lithium-Ion Batteries? — batterytechonline.com · 2026-09-23News
Direct Recycling of Lithium‐Ion Batteries With Aqueous Relit… — advanced.onlinelibrary.wiley.com · 2026-09-22Research
Tracking Critical Minerals Across the Global Supply Chain — supplychainconnect.com · 2026-09-21News
Lithium-Ion Battery Recycling | US EPA — epa.gov · 2026-09-18Official
Mapping Indonesia’s Nickel and Cobalt Value Chain | Canada C… — canadacommons.ca · 2026-09-16News
Critical metal supply risks for EU electric vehicle batterie… — link.springer.com · 2026-09-14Research
Physico-chemical characterizations of spent lithium-ion batt… — link.springer.com · 2026-09-14Research
Supply concentration and cascading disruption risk in the tr… — link.springer.com · 2026-09-14Research
Overview: Enhancing Resilience Through Traceability | OECD — oecd.org · 2026-09-09Official
Redox‐Mediated Electrified Method for Green and Low‐Cost Spe… — advanced.onlinelibrary.wiley.com · 2026-09-01Research
Repurposing, reuse, and recycling of end-of-life electric ve… — sciencedirect.com · 2026-09-01Research
Battery policy and investment · 7
Challenges and Opportunities for Second-Life Batteries: Pers… — mdpi.com · 2026-10-01Research
Battery Ecosystems: A Comparative Analysis of Lithium-Ion Te… — carnegieendowment.org · 2026-09-29News
China unveils five-year plan for new-type battery industry — english.www.gov.cn · 2026-09-28Official
U.S. Advanced Battery Market Set for Massive Growth Through … — finance.yahoo.com · 2026-09-24News
Reshoring Finance Incentives 2026: CHIPS Act, Tax Credits &a… — manufacturingamerica.org · 2026-09-23News
DOE awards $500 million to seven battery supply chain projec… — gcn.com · 2026-09-08News
Strengthening European Battery Value Chains through the Indu… — secureenergyeurope.org · 2026-09-07News
Battery safety and regulation · 6
Lithium Battery Safety for Defence Applications | BUNCKER® — buncker.com · 2026-09-29News
Thermal runaway and fire behavior of large-format prismatic … — sciencedirect.com · 2026-09-04Research
Experimental Dataset for Overcharge-Induced Thermal Runaway … — zenodo.org · 2026-09-03Research
Research Progress on Thermal Runaway and Thermal Management … — onlinelibrary.wiley.com · 2026-09-02Research
Functional safety approach for thermal runaway in battery ma… — zenodo.org · 2026-09-01Research
An Accelerated Testing and Analysis Framework for Qualificat… — osti.gov · 2026-09-01Official
Low signal — scanned and set aside · 7
American Battery Technology Company Receives Approval for Sa… — finance.yahoo.com · 2026-10-01Low signal
Lithium Battery Pack Testing: The Complete Guide – TYCORUN — tycorun.com · 2026-09-30Low signal
Advanced Battery Market Size, Industry Share, Forecast to ... — fortunebusinessinsights.com · 2026-09-28Low signal
Grid-Scale Stationary Battery Storage Market Size, Share &am… — fortunebusinessinsights.com · 2026-09-28Low signal
Grid Scale Stationary Battery Storage Market Outlook 2026-20… — finance.yahoo.com · 2026-09-25Low signal
Energy Storage Systems Market Size to Hit USD 602.84 Bn by 2… — precedenceresearch.com · 2026-09-23Low signal
Solid-State Battery Materials Market Size & Growth 2026-… — snsinsider.com · 2026-09-22Low signal
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