Insight
A European battery supply chain – just how feasible is it? (Part 1)
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 5 images and tables including:
- 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:
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