Global Scans · Batteries · Weekly Summary

• [New] Battery-electric variants are surging at a 36.91% CAGR through 2031, driven by tightening EU emission regulations and expanding charging infrastructure. Mordor Intelligence
• [New] Sodium-ion batteries will enter mass production in the fourth quarter, and has signed the world's largest 60 GWh energy storage sodium battery order. Ebak Battery
• [New] Cobalt supply risk has re-emerged as a critical concern for battery manufacturers, automakers, and mining investors as political and security instability in the Democratic Republic of Congo intensifies. MiningIR
• [New] Oppo's upcoming Find X10 could pack two 200 MP cameras and an 8,000 mAh battery, making it one of the most overpowered base flagships yet. Digital Trends
• [New] The aggregation of distributed energy resources including solar, batteries, EVs, and smart devices into Virtual Power Plants is a key trend, enabled by regulatory advancements such as FERC Order 2222. Straits Research
• [New] South Korea is expected to remain a major exporter of premium lithium-ion battery cells through the forecast period, supported by technological innovation, established automotive partnerships, and increasing demand for high-energy-density battery systems. Persistence Market Research
• [New] Continued investments in advanced battery technologies are expected to help Japan preserve its technological position while supporting demand from electric vehicles and other high-performance applications. Persistence Market Research
• [New] China will likely lead in Asia Pacific in 2026 with a share of about 39.4%, as it is rapidly expanding renewable energy, ultra-high-voltage transmission networks, battery storage, and smart grid infrastructure. Persistence Market Research
• [New] Battery fires are reaching epidemic proportions across Britain's recycling and waste industry, placing workers at risk and threatening vital infrastructure upon which we all rely every day. The Guardian
• [New] In California, EV makers need to guarantee that the batteries in their vehicles will not deteriorate to less than 70% for a warranty period of eight years or 100,000 miles, whichever first occurs for EVs made between now and 2030. SlashGear
• [New] Federal emissions rules are phasing in a warranty requirement starting with model year 2027 that will see EV makers required to guarantee batteries for 8 years or 80,000 miles for light-duty vehicles and trucks below 6,000 pounds (gross vehicle weight rating). SlashGear
• Cylindrical cells are expected to maintain the leading position in the battery form category, accounting for approximately 45% share in 2026. Persistence Market Research
• Lithium Nickel Manganese Cobalt Oxide (NMC) batteries are expected to lead the battery type category, accounting for close to a 35% share in 2026. Persistence Market Research
• The fastest-growing product type is stationary LFP battery packs, estimated to achieve a CAGR of 6.5% from 2026 to 2032. 6wresearch
• Growth in battery energy storage systems is expected to accelerate alongside expanding renewable generation, with the IEA identifying BESS as the fastest-growing power technology at present. Westpac IQ
• China-based Geely Holding, parent company of the Geely, Zeekr, Lynk & Co, Volvo, Polestar, Lotus, and Smart brands, will begin pilot deployment of solid-state batteries across its brands in 2027, following real-world validation. Battery Technology
• North America is expected to progressively reduce its dependence on imported battery cells and materials. Persistence Market Research
• The forecast for electric vehicle sales in 2026 is positive, with over 10 million units expected to be sold worldwide, driven by declining battery costs and government incentives. Riley Vision
• The US Energy Information Administration projects 86 GW of new utility-scale generating capacity for 2026, with battery storage alone accounting for roughly 24.3 GW of it - the second-largest source of new grid infrastructure in 2026. CLNZ Books
• While solar and batteries will become effectively cheaper, non-hardware costs will set a floor for installation prices in Japan. note
• A proposed €1.8 billion battery support package could further strengthen the European battery supply chain. Electric Cars Report

Last updated: 13 September 2026