Industry News

Newsletter March '26

‘Made in Europe’ requirements, AI-driven energy demand, EPR compliance complexity, battery recycling digitalisation, and the growing importance of operational data in storage performance - March's core signals.

March 2026

Newsletter March ’26

1. Industry snapshot – DPP Data Mapping

Imagine showing a customs officer your passport – but it was issued the day you were born. Technically valid. Completely useless. That’s what a Battery Passport looks like if you treat data mapping as the finish line.

Find out more on what lifecycle-ready Battery Passport infrastructure looks like.

2. Battery Regulation – Made in Europe

The EU’s proposed Industrial Accelerator Act introduces ‘Made in Europe’ requirements for energy storage and net-zero technologies from 2030. While boosting domestic manufacturing, reliance on China and cost impacts remain key concerns.

3. Market signal – AI Power Demand

AI-driven data centre demand is accelerating U.S. renewable growth, with record battery storage installations (58 GWh in 2025, +30% YoY). LFP batteries dominate today, but alternative chemistries are emerging.

4. Implementation behaviour – Renault Group

Renault has expanded AutoLOOP to include EV battery collection, creating a single platform for traceable recycling. This signals increased digitalisation of end-of-life management.

5. Data & ESG signal – Operational Alpha in Battery Storage

As battery storage scales (94 GW added in 2025, +35% YoY), focus is shifting to performance optimisation and asset longevity. Poor data integration and limited lifecycle visibility are emerging as key ESG and financial risks.

6. Risk & enforcement – US EPR Regulations

State-level battery EPR laws in the U.S. from 2026 are increasing compliance complexity and operational risk. Manufacturers need end-of-life planning, reverse logistics capabilities, and domestic recycler partnerships for compliance.

7. Forward-looking signal – Manufacturing share of GDP

The EU aims to increase manufacturing’s share of GDP to 20% by 2035 through the Industrial Accelerator Act. This signals a long-term push towards localisation and industrial resilience.

Re – our neutral guide – delivers ReSource’s monthly snapshot of compliance and traceability signals observed across battery value chains.

Thank you for following our monthly signals.

Sources:

1. ReSource (2026); 2. Energy Storage News (2026); 3. Forbes (2026); 4.Renault Group (2026) 5. Forbes (2026); 6. Battery Tech Online (2026); 7. Financial Times (2026).

“ReSource is a very exciting development in global battery industry. We believe this initiative will help increase the transparency throughout the value chain.”

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