罗兰贝格：2025年十字路口下的欧洲电池产业研究报告（英文版）

A local battery value chain is crucial for enhancing Europe's strategic independence, as it secures supply chains across vital industries such as automotive, energy, and defense. But the battery industry in Europe is under threat from low-cost, subsidized imports - jeopardizing its viability. Although demand is projected to reach 1.5 TWh by 2035, structural cost disadvantages and regulatory uncertainty threaten to shift value creation permanently to China. Decisive intervention is needed