r/electrifyeverything

>US deployed a record 3.3GW / 8.4GWh of total energy storage in Q1 2026 alone, with solar and storage capturing 91% of all new capacity additions

>Residential storage up 86% y-on-y, pushing solar +batteries to nearly 50% of all new home installations

>Targeted state incentives and Virtual Power Plant networks stepping up to aggregate these assets, turning private garages into a collective Electro-Shield

https://www.bloomberg.com/news/articles/2026-07-01/us-home-battery-installations-boosted-by-state-incentives

OP: https://x.com/lleopard11/status/2072682857172984159

As the Middle East war rumbles on, the petroleum that made the region so important, begins to fade in importance.

Who will still be buying new gasoline cars in 2030? A tiny number of people, and the fleet that is left on the road will be aging, and decreasing in resale value.

Analysis: UK sales of electric vehicles just overtook petrol cars for the first time

Link to news story here.

Electro-Shield: Because renewables require zero fuel once built, their economic and national security value increases when fossil fuel prices or geopolitical risks increase, or commodity markets experience shortages. Renewables deliver vast savings without requiring a single dollar of new investment

https://www.irena.org/Publications/2026/Jul/Renewable-Power-Generation-Costs-in-2025

A major scientific breakthrough out of Argonne National Laboratory and Rutgers University is completely rewriting the timeline for electric vehicle battery recycling. Researchers discovered that utilizing boron nitride nanotubes allows lithium ions to travel a staggering 31 times faster than current industry standards allow. This development addresses one of the most severe logistical bottlenecks in the green energy sector: the incredibly slow and chemically intensive process of recovering battery-grade lithium from spent cells.

The core of the discovery relies on the unique fluid dynamics that occur at the sub-microscopic level. Traditional recycling methods rely on slow chemical leaching or high-heat smelting to separate minerals, which often degrades the quality of the recovered material and creates massive carbon footprints. By utilizing these advanced nanotubes, the researchers created an ultra-efficient highway for lithium transport, effectively isolating the ions at speeds previously thought to be theoretically impossible.

Recycling Dynamics Comparison

• Traditional Hydrometallurgy: Relies on heavy acid leaching, possesses a high environmental footprint, and features slow, multi-stage chemical separation.
• Nanotube Accelerated Transport: Utilizes targeted boron nitride channels, features minimal chemical byproduct generation, and achieves a 31x increase in ion migration velocity.

This shift toward hyper-efficient recycling comes at a time when nations are aggressively trying to secure localized, domestic supply chains for all electrification metals to reduce reliance on foreign processors. While breakthroughs like this aim to optimize the backend of the battery life cycle, the immediate demand for raw infrastructure materials remains critical. For instance, the Gunnison Copper project (OTC: GCUMF) is developing an in-situ recovery copper extraction facility in Arizona, highlighting the ongoing parallel effort to establish reliable, domestic sources of raw copper needed for the manufacturing of EV powertrains and charging grids.

Ultimately, this breakthrough could shift the economic balance between mining new lithium and recycling old batteries. If scaling this nanotube technology proves commercially viable, the recycling sector could transform from an expensive environmental obligation into a highly profitable, high-velocity source of tier-one battery materials. The conversation on the forums is already focusing on how quickly industrial supply chains can adapt to integrate these microscopic processing advancements into existing factory floors.