Energy Security, Battery Storage & Critical Materials

Energy security, electrification, and critical supply chains continue to reshape the global energy landscape. This week's stories explore new oil export routes in the Middle East, Germany's booming battery storage market, growing EV adoption in France, innovative long-duration energy storage in Finland, and the strategic minerals that power the space industry.

🌍 Iraq Advances New Mediterranean Oil Export Route

Iraq is moving forward with plans for a new oil pipeline through Syria to the Mediterranean, creating an alternative export route that bypasses the Strait of Hormuz. Alongside the agreement, U.S. energy company ConocoPhillips has secured another role in developing Iraq's energy sector, highlighting the country's growing strategic importance.

 
 

🔋 Germany Passes 2.6 Million Battery Storage Systems

Germany now has 2.63 million battery storage systems registered nationwide, with the vast majority installed in homes. The rapid growth of residential, commercial, and utility-scale batteries reflects the country's continued expansion of flexible electricity storage.

 
 

⚡ Electric Vehicles Reach One-Third of France's New Car Market

Plug-in electric vehicles accounted for 34.5% of new car sales in France during the second quarter of 2026, up significantly from a year earlier. Battery electric vehicles led the growth, with the Tesla Model Y and Renault 5 among the country's best-selling EVs.

 
 

♨️ Finland Expands World's Largest Sand Battery

A Finnish town is using the world's largest commercial sand battery to store renewable energy as heat, helping balance seasonal energy demand. The system can supply almost a month's worth of summer heating or around a week during winter, offering a low-cost storage solution that avoids the use of rare earth materials.

 
 

🚀 Critical Minerals Remain Vital for Space Technology

From gallium and graphite to helium and rare earth elements, a small number of countries dominate production of the materials essential for modern space technology. China leads production of several key minerals, while the United States, Chile, Qatar, Japan, and Australia also play important roles in global supply chains.

 
 
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