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] 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] 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] By 2030, more than 30% of newly built lithium battery production capacity will incorporate dry electrode or solid-state-compatible equipment architectures. XIAMEN TOB NEW ENERGY TECHNOLOGY Co., LTD.
• [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] Ford will invest $5 billion, including $2 billion at the Louisville factory on top of $3 billion already announced for its BlueOval battery plant. Engadget
• [New] Global demand for electricity is expected to grow strongly to 2030, underscoring the need for additional investments in grids and flexibility, such as batteries. Industrial Info Resources
• [New] Tesla will pay for six factories in 2026, including facilities for its lithium refinery, LFP batteries, Cybercab, Semi, a new Megafactory, and Optimus production. EV
• [New] As EV adoption accelerates under policies such as the EU's 2035 zero-emission targets, battery safety compliance is increasingly mandatory. Cision PR Newswire
• [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

Last updated: 15 February 2026