Global Scans · Batteries · Weekly Summary

• [New] The EV Batteries industry will benefit the most from the Chinese government's anti-involution efforts. Morgan Stanley
• [New] Battery storage projects face risk from new Foreign Entity of Concern rules, which could disqualify projects with significant exposure to Chinese supply chains. WoodMac.Site.Features.Shared.ViewModels.Metadata.Publis
• [New] Tesla could disrupt the automotive and power generation industries with its technology for EVs, automated vehicles, batteries, and humanoid robots. Morningstar, Inc.
• [New] Critical mineral demand from EVs and battery storage alone will grow tenfold by 2040 under its Stated Policies Scenario. Default
• [New] Some geothermal fluids contain valuable minerals; lithium concentrations in the groundwater of California's Salton Sea region could potentially supply battery manufacturers. UND Today
• [New] Analysts expect chip shortages 2025 to become more severe, with extended lead times for GPUs, batteries, and MEMS parts. / USA technovatix.info
• [New] EV Adoption Ramp-Up: With projections that over 50% of new cars sold in the US will be electric by 2030, lithium demand from battery manufacturers is soaring. Farmonaut
• [New] By 2025, American and North American lithium miners will supply a majority of battery minerals needed for EVs, grid-scale storage, and green infrastructure projects in the United States and Canada. Farmonaut
• [New] By 2025, American lithium production is projected to supply up to 60% of North America's battery manufacturing needs. Farmonaut
• [New] By embracing innovative solutions and sustainable methodologies, the global lithium ion battery mining sector will continue to play a vital role in shaping a cleaner, more resilient, and technologically advanced energy future. Farmonaut
• [New] In 2025, lithium demand is projected to grow by over 25%, fueled by battery advancements and sustainable mining practices. Farmonaut
• [New] Battery recycling could reduce primary mineral demand by 12% by 2040, while also mitigating the environmental impact of battery disposal and reducing dependence on new mineral extraction. Shaffer Construction, Inc.
• [New] GM expects to reduce EV costs by up to $6,000 per vehicle through the Ultium platform and the adoption of lithium iron phosphate (LFP) battery technology, anticipating average EV battery costs to decrease significantly by 2025. The Pilot News
• [New] Companies specializing in advanced battery technology, such as QuantumScape or Solid Power, could see increased demand for their high-density, lightweight power solutions essential for eVTOLs. The Daily Press
• [New] CATL, the world's largest battery maker, has said it will mass-produce sodium-ion batteries for electric cars by the end of 2025. MIT Technology Review
• Despite challenges like batteries weighing 50 times more than equivalent fuel and vulnerability to harsh weather, the Alia offers lower maintenance through simplified designs and quick 20-40 minute recharges, positioning Norway as a pioneer in sustainable aviation. GeopoliticsUnplugged Substack
• Batteries and EVs are driving robust demand - global demand for lithium is expected to more than triple through 2030. Farmonaut
• Apart from proving that a fleet of battery trains could be used on branch lines where full electrification would not be feasible, GWR managed to break a world record for the longest trip on a battery train. IanVisits
• GWR's experimental battery-powered train, which has been undergoing trials in west London for the past couple of years, could soon take the next step - carrying passengers. IanVisits
• Flydubai is enhancing inflight safety by further restricting power bank usage while also complying to international aviation regulations on the safety of inflight lithium battery usage and the possible fire hazards. Travel And Tour World
• As technology evolves, airlines worldwide are expected to continue refining regulations around portable batteries. Travel And Tour World

Last updated: 19 October 2025