罗兰贝格：2025十字路口下的欧洲电池产业研究报告（英文版）（13页）.pdf

1、Building a competitive local supply chain for sustainable growth A local battery value chain is crucial for enhancing Europes strategic independence,but the battery industry in Europe is under threat from low-cost,subsidized imports-jeopardizing its viability.Although demand is projected to reach 1.

2、5 TWh by 2035,structural cost disadvantages and regulatory uncertainty threaten to shift value creation permanently to China.Batteries are a key differentiating technology for electric mobility,the energy transition and the electrification of the economy.A battery industry in Europe,coupled with the

3、 systematic development of European capabilities,is crucial to achieve sovereignty and influence future technology development.Producing batteries in Europe,however,comes with significantly higher costs than importing them from China due to higher investment in factories and elevated operating expen

4、ses.New EU manufacturers face additional high ramp-up costs,while fragmented regulations and unclear policies create uncertainty.Decisive intervention is needed to ensure that the region is not risking the chance to create hundreds of thousands of jobs and billions in economic value in one of the ce

5、nturys most strategic industries.NOVEMBER 2025Battery industry in Europe at a crossroadsAUTHORSWOLFGANG BERNHARTSenior PartnerDENNIS GALLUSPrincipalISKENDER DEMIRSenior ConsultantCurrent state of the battery industry in Europe The battery industry in Europe faces a fundamental test:whether it can tr

6、anslate projected demand growth into a competitive advantage,or whether production will remain concentrated in China and other non-European markets.Europe is expected to become one of the worlds largest markets for lithium-ion batteries,with demand projected to reach c.1.5 TWh and a market volume of