Global Scans · Batteries · Weekly Summary

• [New] The French government's France 2030 investment plan has allocated substantial funding to advanced air mobility, including sovereign battery and propulsion development. Market Data Forecast
• [New] Solid state batteries, promising higher energy densities, are not expected to be aviation certified before 2028 as per the EU's Battery 2030+ roadmap. Market Data Forecast
• [New] Battery technology presented at the Computer and Electronic Show (CES) 2026 showcased energy densities around 400 Wh / kg, charging times that could drop to five minutes, and lifespans far beyond current lithium-ion standards. Dealerfloor
• [New] Under the agreement announced Tuesday, CATL will construct a lithium battery manufacturing facility in the Dianzhong New Area in Yunnan, which will be up and running by the end of 2026. Emerging Market Skeptic
• [New] A technological leap such as mass production deployment of all solid state batteries will be difficult to expect in the short term. KyungHyangSinmun
• [New] In the US China leadership rivalry, scenes once hard to imagine are unfolding, such as Ford partnering with Chinese battery maker CATL to secure EV price competitiveness. KyungHyangSinmun
• [New] Battery chemistry advancement continues toward reduced cobalt content, with leading manufacturers targeting 50% cobalt reduction by 2028 through improved nickel-manganese formulations. Discovery Alert
• [New] Strategic Vulnerability: China controls over 75% of global battery manufacturing capacity, making India highly exposed to supply disruptions and geopolitical risks. PMF IAS
• [New] Global EV battery demand is forecast to grow 31.7% Y/Y in 2026 to 1,187 GWh, up from 901 GWh in 2025. P14 Capital
• [New] Mining will play a pivotal role in the global transition to a low-carbon infrastructure, especially as demand for critical minerals for batteries, renewable energy systems, and electronics continues to surge. Farmonaut
• [New] Chief Executive Officer Antonio Filosa's electric pullback means Stellantis will need fewer battery factories in the US and Europe than initially expected. financialpost
• [New] Automotive Cells Co. confirmed it will halt plans to build battery gigafactories in Germany and Italy and said it is holding talks with unions at its French venture as key backer Stellantis NV downsizes its electric-vehicle plans. financialpost
• [New] By propulsion type, the battery electric vehicles segment is poised to grow at a CAGR of 3.9% between 2026 and 2035. Precedence Research
• [New] Global lithium demand for batteries is projected to triple by 2028, fueling major technological innovations in green energy. Farmonaut
• [New] Lithium demand is forecasted to triple by 2028 - from batteries alone. Farmonaut
• [New] Canada will be one of the only countries in the world to have everything required for a complete EV battery supply chain. Prime Minister of Canada
• [New] Illinois became the latest state to adopt energy storage procurement targets aiming to build out 3 GW of battery-energy storage systems by 2030. National Conference of State Legislatures
• [New] Regulatory Mandates: Europe requires 50% lithium recovery from old batteries by 2027 and 80% by 2031, with similar mandates emerging globally. openpr
• [New] Although sodium-ion technology is still nascent, its development trajectory is expected to mirror or even outpace that of lithium-ion batteries. Argus Media
• [New] CATL plans to mass-produce its Tianxing II high-density sodium-ion battery, with an energy density of 175 Wh / kg, for use in light commercial vehicles. / China Argus Media
• [New] Several compelling factors make battery recycling an exceptionally attractive investment opportunity: Explosive Electric Vehicle Growth: EV sales surging from 17 million units in 2024 to projected 125 million by 2030 creates exponential growth in end-of-life battery volumes. openpr
• [New] IRA Compliance: To mitigate US regulatory risks, management is leveraging IRA compliance for battery materials, ensuring their supply chain remains accessible to Western markets where Chinese players are restricted. Exencial Research Partners

Last updated: 15 February 2026