Global Scans · Batteries · Weekly Summary

• [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] 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
• [New] Refurbished diesel trains are due to begin replacing ScotRail's ageing Inter 7 City High Speed Trains from mid-2027, followed by 70 new electric and battery-powered trains in 2031. RailBusinessDaily
• [New] General Motors is accelerating its push to localize the North American EV battery supply chain to cut costs and dull geopolitical risk. Bez Kabli
• [New] With framework orders from operators like the Austrian Federal Railways moving toward delivery to decarbonise lines such as the Kamptalbahn by 2028, the battery train has firmly exited the experimental phase. Global Railway Review
• [New] By the end of this decade, tens of millions of EV batteries will reach the end of their usable life for vehicles. EVTech.News
• [New] AB 2440 establishes a comprehensive EPR program for loose and removable batteries, shifting end-of-life management costs to battery producers. JD Supra
• [New] Virtually all net new electrical generating capacity in 2026 will be provided by solar, wind, and batteries according to a new forecast released by the U.S. Energy Information Administration. Environment America
• [New] By 2035, China is projected to supply over 60% of refined lithium and cobalt, around 80% of battery-grade graphite and rare earth elements, and approximately 70% of battery-grade manganese. ODI: Think change
• [New] In 2026, renewables and battery storage will account for 99.2% of net new capacity - and even higher if small-scale solar were included. Electrek
• [New] EIA forecasts 69,579.1 MW of new utility-scale renewables and battery storage over the next 12 months. reNEWS - Renewable Energy News
• [New] Solar, wind and battery storage are forecast to provide almost all net new US generating capacity in 2026. reNEWS - Renewable Energy News
• [New] Australia's coal phase-out is driving large-scale renewables and battery energy storage system opportunities, with M&A potential across platform expansions. PwC
• [New] Hybrid volumes surging across Ford, Toyota, and Hyundai, meaning more vehicles with dual powertrains and high-voltage battery systems will be arriving in shop bays over the next several years. Autobody News
• [New] Volkswagen is issuing a nationwide recall for more than 44,000 electric ID-4 SUVs, citing a high-voltage battery defect that could increase the risk of fires. masslive
• [New] A sustained supply shock in battery metals could lead to significant price increases for consumers. Batteries News
• [New] Large-scale batteries are set to make up a greater share of Australia's electricity grid than gas by 2027. Australian Financial Review
• [New] The European Union's battery regulations now enforce strict recycling efficiency requirements (e.g., > 95% recovery of cobalt and nickel by 2030 status). openpr
• [New] Global battery manufacturing capacity is projected to increase by 400% between 2025 and 2030, requiring substantial increases in nickel, cobalt, and copper availability that existing terrestrial mining operations cannot readily supply. Discovery Alert
• [New] By 2027, scanning a QR code on a battery will reveal its chemistry, origin, health status and carbon footprint. The Astana Times

Last updated: 08 February 2026