Reports & Briefings

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Latest Reports

Europe’s battery economy

The race to build a sovereign European battery supply chain is defining the continent’s industrial future. Europe’s Battery Economy, a new strategic review by New AutoMotive, provides a comprehensive health check on this rapidly evolving ecosystem. From the mines of Scandinavia to the gigafactories of "Battery Valley," we map the projects, investments, and policies shaping the transition to electric mobility.

Our analysis reveals a sector at a pivotal juncture. While Europe is on track to become the world’s second-largest battery producer by 2030 - potentially exceeding 1.2 TWh of capacity - critical vulnerabilities remain. The report exposes a dangerous "midstream gap" in refining and active material production (anodes and cathodes), leaving the continent heavily reliant on imports for the chemical foundations of its batteries. We also explore the capital-intensive "valley of death" facing startups and the vital role of a circular economy in securing raw materials through advanced recycling.

Beyond the data, this report evaluates the policy architecture underpinning this growth, including the Critical Raw Materials Act and the EU’s CO2 standards. We argue that maintaining regulatory stability is not just an environmental goal, but the primary investment signal required to unlock billions in private capital.

Download the full report to explore our sector-by-sector breakdown and the roadmap for securing Europe’s clean energy independence.

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