In the first of this new series, IDTechEx Senior Technology Analyst Shazan Siddiqi caught up with Darren Tan, CEO of UNIGRID Battery, at Cambridge EnerTech's International Battery Seminar 2025 in Orlando, to discuss the evolving battery landscape.

As demand continues to grow and supply risks swell, a market for critical material recovery technology that enables recycling from end-of-life products and waste is rapidly emerging.

Wednesday 9 April 2025 - Driving E-Mobility Forward: How EVs Are Shining a Spotlight on Aerogels; An introduction to aerogels; Factors and regulations driving the increased focus on fire safety in EVs; Comparison of aerogel material types as EV fire protection materials and comparison with other fire protection materials; Market status and outlook for future market share of aerogels in EV applications

Sodium-ion batteries share similar electrochemical principles with lithium-ion but differ in cathodes, anodes, and electrolytes, with ongoing development in cost-effective sodium-based alternatives. While sodium-ion technology faces challenges in achieving cost-competitiveness with lithium-ion, advancements in engineering and material innovation could enable it to serve as a complementary solution in specific applications.

Solid-state batteries are emerging as a promising solution for advanced energy storage, offering a unique balance of performance characteristics that make them suitable for a wide range of applications. However, their widespread adoption will depend on overcoming challenges such as scalability, cost reduction, and addressing interfacial issues between the solid electrolyte and electrodes.

Automotive and battery OEMs are responsible for collecting retired batteries, which is where the second-life battery value chain begins. Recycling processes may see critical raw materials such as lithium, cobalt, and nickel reclaimed by OEMs. However, the already somewhat established relationship between recyclers and manufacturers may prove tricky for repurposing companies to interrupt.

The automotive industry is often an early adopter of luxury products, where both the increased performance and convenience are selling points to consumers. Self-healing materials can be used in a range of automotive applications, including tires, paints, and coatings. Use cases even extend to asphalt road surfaces, where damage can lead to issues for vehicles and drivers.

IDTechEx discusses the pros and cons of composite EV battery covers, as well as innovations, current market adoption and an outlook for future adoption.

Lithium metal batteries will form a significant portion of next-generation electric vehicle batteries. However, increasingly, lithium metal battery developers are taking the anode-less approach, constructing cells without lithium metal foils at the anode to reduce costs. Anode-less designs are poised to become a primary focus of commercialization for lithium metal battery developers.

Thursday 3 April 2025 - Understanding the Critical Materials in Lithium-Ion Batteries: Trends in Demand, Supply, and Sustainability; An overview of materials in lithium-ion batteries; Critical battery materials demand trends; Trends in battery mineral mining and extraction; Carbon emission profiles of battery raw materials; Global raw materials supply outlooks; The prospects of deep-sea mining

Since 2020, the emergence of aerogels as a fire protection material for electric vehicle (EV) batteries has provided a new and rapidly growing opportunity for the aerogel market. According to the latest IDTechEx market report, "Aerogels 2025-2035: Technology, Market, Forecasts", the adoption in EV thermal barriers has helped drive the aerogels market to exceed US$1 billion in 2025.

Wearables, including medical devices, hearables, XR, and smartwatches, will be the main drivers for flexible battery developments - specifically bulk batteries. Companies are looking for new features and form factors from batteries to best suit the development of smaller and lighter devices, particularly in the medical and fitness sectors, where the Internet of Things and interconnected devices will become a large part of remote patient monitoring and health tracking.

How electric 2-wheelers (E2Ws) are used and how their batteries are designed is very different from the car market. IDTechEx's report, "Fire Protection Materials for EV Batteries 2025-2035: Markets, Trends, and Forecasts", finds that the market for fire protection materials in E2Ws will grow by 12 times compared to its 2024 size.

Key trends are emerging that suggest where the second-life battery market will develop and what applications these technologies will be used for. As written in their recently updated market report, "Second-life Electric Vehicle Batteries 2025-2035: Markets, Forecasts, Players, and Technologies", IDTechEx predicts that by 2035, the global second-life EV battery market will be valued at US$4.2 billion.

The rapid expansion of electrification, enabled by lithium-ion batteries (LIBs), demands urgent actions to secure a stable and responsible supply of critical minerals for LIBs. The growth in battery material demand varies across different materials, driven by several factors including the demand for LIBs of different chemistries, material intensity variations across battery chemistries, and ongoing developments in lithium-ion cell design.

Wednesday 19 March 2025 - Will Solid-State Batteries Revolutionize Energy Storage or Fall Short of the Hype? Insights into SSB technology benchmarking and market forecasts from IDTechEx's report; An analysis of shifting technological and business focuses post-2025; Updates on scaling-up efforts for commercialization and manufacturing; Exploration of supply chain disruptions driven by new materials and geographic strategies; A critical discussion on safety as a decisive factor in SSB adoption

Wednesday 26 March 2025 - Benchmarking lithium metal technologies; Discussion of lithium dendrite solutions; Lithium metal player and region market analysis; Application market analysis for lithium metal batteries

Germany has one of the strongest battery energy storage systems (BESS) potential worldwide, with an already large uptake of residential battery storage, meaning market growth is set to succeed within the next decade.

Thursday 27 March 2025 - Meeting Emerging EV Thermal Runaway Regulations Through Material Choices; An overview of the thermal runaway regulations; Options and examples for fire protection materials in EV batteries; Fire protection material benchmarking; How material choice can aid battery designers; Market share predictions

Public awareness of PFAS (per- and polyfluoroalkyl substances) is hitting a new high as headlines concerning "forever chemicals" continue to appear in prominent news outlets. Whether it be news about PFAS bans in different industries, lawsuits against PFAS manufacturers and users, detection of PFAS in various locations and products, and treatment of PFAS in drinking water, there is no doubt that for many, PFAS is one of the foremost health issues of the 2020s.