It seems batteries are starting to move. More people on this forum appear to be reporting getting their new batteries.
When talking to my dealer rep in April I was told I'd moved up to #30 on the wait list. 2 spots in 10 months did not make me happy. So I called my level 1 customer service rep an Nissan Canada and tore a strip off them, demanding to know what specific actions the company was taking to get more batteries. They sheepishly referred me to a Level 2 rep who works specifically with the battery stuff. We had a few conversations over the past several weeks.
First they shared that a new supplier has just come online and batteries are moving. He had resolved some replacement pack claims recently and anecdotally indicated that about 5 per month were being delivered. Since telling me that a month ago, I've moved up to #18 on the Canadian waitlist.
I also asked him if the replacement batteries that are coming are new or remanufactured using old cells from other warranty returns. He did say that some of the replacements are remanufactured, but could not comment on the cells specifically. So maybe they're old shells with new cells, maybe a mix-n-match pack of old cells... only Nissan will know. He also said I won't get a choice in the matter. I get what I get when I get to the front of the queue.
If this keeps up I should get my new battery before winter. Fingers crossed!