Will protectionism make or break the European cell manufacturing industry?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive Summary
- The case for European cell production
- A challenging outlook for homegrown talent
- Can homegrown players survive in a risked EV outlook?
- How can Europe foster gigafactory talent?
Tables and charts
This report includes the following images and tables:
- European cell supply by company headquarters location
- Base case gigafactories are located nearby to EV plants
- Gigafactories delayed or scrapped in Europe
- Gigafactory cost curve for 2024
- Capex intensity of gigafactories by region
- Gigafactory emissions from power usage by country
- Tesla Model Y sticker price in Germany remains higher than importing costs from China
- European gigafactory capacity at risk in a risked EV outlook
What's included
This report contains:
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