Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The new EU Battery Regulation aims to address challenges in the battery industry, focusing on compliance, sustainability, and circular economy principles [3][10] - The regulation introduces specific obligations for exporting to the EU, emphasizing the need for compliance with new standards [21] - Key trends include increased recycling rates and stringent labeling requirements for batteries, which will impact manufacturers and consumers alike [30][32] Summary by Sections 1. Challenges of the New EU Battery Regulation - The regulation presents significant challenges for the battery industry, including compliance with new product requirements and environmental impact minimization [3][10] - It aims to facilitate a circular economy by enhancing product collection and material recovery [10] 2. Specific Obligations Under the New Law - Exporters to the EU must adhere to new compliance requirements, including registration and reporting obligations [21][39] - The regulation mandates that batteries must be labeled with information regarding harmful substances and recycling requirements [32][34] 3. Key Points on Battery Compliance and New Trends - The regulation sets ambitious recycling targets, such as a 63% recycling rate for portable batteries by 2027 [31] - It introduces a battery passport system, requiring electronic records for all industrial and electric vehicle batteries [35][37] - The regulation emphasizes the importance of due diligence across all battery types, with specific provisions for hazardous materials [45] 4. Important Supporting Regulations - The new battery law is complemented by the EU Critical Raw Materials Act and REACH regulations, which aim to ensure sustainable sourcing and processing of raw materials [49][50] - By 2030, at least 10% of critical raw materials must be sourced within the EU, with additional targets for processing and recycling [49]

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