Insight
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
With Europe's ambition to electrify its automotive industry, the region should be fertile for battery producers. However, increasing industrial protectionism and a lack support for homegrown talent threatens gigafactories in the region. In this insight, we analyst the need for a robust EV supply chain in Europe and why new entrants are finding it difficult to establish themselves effectively.
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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