Insight
A European battery supply chain – just how feasible is it? (Part 1)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The success of EVs hinges on them becoming competitive with internal combustion engine vehicles – with the battery pack being the main focus for cost reduction. With high safety standards, labour costs, energy costs, and a growing awareness of environmental, social and governance risks, Europe may be faced with a stark choice. That is, producing ‘home grown’ EVs that are uncompetitive or importing cheaper materials from overseas.
Table of contents
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Executive summary
- Europe desires its own EV ecosystem
- EV supply chains
- Battery cells and packs
- Challenges
- Current status
- So, how much battery capacity will Europe need by 2030?
- Cathode materials
Tables and charts
This report includes the following images and tables:
- European EV passenger car sales and share of total sales
- Average pack cost distribution* (% of US$/kWh)
- Pack cost sensitivity to materials price change* (%)
- EV battery demand in Europe based on sales and European cell manufacturing capacity
What's included
This report contains:
