Nov
2025
Battery demand is surging across multiple sectors, from portable electronics and power tools to electric vehicles and energy storage systems (ESS). However, the vast majority of batteries reaching end-of-life in the coming decades will come from just two sources: automotive and ESS.
The automative and ESS sectors are expected to account for over 90% of global battery demand by 2050, with an even higher share already evident in 2024 and 2025.
ESS, in particular, is the fastest-growing segment, with year-on-year growth of 50% in 2024 and similar momentum projected for 2025. This expansion is being driven by strong regulatory support and the widespread adoption of low-cost lithium iron phosphate (LFP) batteries, especially from China.
These trends are enabling larger capacity projects and accelerating deployment, particularly in grid-scale applications.
Understanding where future end-of-life volumes will come from is essential for planning recycling infrastructure and shaping policy responses.
To dive deeper into these insights, watch the video featuring Luke Gear, Research Manager at Project Blue, as he breaks down the data and trends shaping the future of battery demand and end-of-life volumes.
A closer look at the global battery recycling landscape
As demand grows, so does the urgency to manage the end-of-life phase responsibly. Recycling is a critical step in the circular value and supply chain for the lithium-ion battery sector.
The need to recover materials from used batteries will continue to shape industry dynamics - from capacity expansions to technological innovation and policy shifts.
Project Blue’s Battery Recycling Research Service provides in-depth analysis to help you navigate the evolving landscape of lithium-ion battery recycling. It enables you to:
Connect with Luke Gear, Research Manager, and our global team of experts to explore the service and stay informed on the future of sustainable battery supply chains.