- Batteries are the key technology for the successful transformation of the automotive industry
- Asia is the technology leader for batteries
- As a strong automotive location, Germany needs a strong battery industry in Europe
- European industry is dependent on cooperation with Asian manufacturers
- When optimising vehicle batteries, increasing energy density and reducing costs are key priorities
- Fair and strategic raw material partnerships strengthen Europe’s resilience
- Resilience requires raw material processing and component manufacturing in Europe
- Promoting European battery recycling boosts resilience and competitiveness
- A European industrial policy for batteries is needed
This content is also available in: German
A strong European battery industry for a strong automotive sector
Nine insights for expanding battery production for electric mobility in Germany and Europe

Preface
Historic changes are underway in the automotive industry. Beyond transforming drivetrain technology, the transition to electric mobility is reshaping the industry. A key technology and strategic asset in a complex and competitive international market that lies at the core of these changes is the battery.
Today, Asian manufacturers currently are market and technology leaders in battery production. China has outpaced other countries at all stages of the value chain, from securing raw materials and processing to mechanical engineering for cell production and recycling. This lead has become cemented by delays and even cancellations of construction projects for battery (cell) factories in Germany. At the same time, the effects of new US customs policies under Donald Trump’s second presidency show how quickly conditions in international trade can change. The European and German battery industries currently being established must prove themselves in this environment.
Key findings
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Discussion Paper
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A strong European battery industry for a strong automotive sector
Nine insights for expanding battery production for electric mobility in Germany and Europe
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Press Release
Europe's battery industry: Boosting competitiveness through new partnerships
Agora Verkehrswende publishes recommendations for competitive and resilient battery production / Focus on partnerships with raw material-producing countries, establishing value chains and cooperation with Asian cell manufacturers
All figures in this publication
Battery demand for electric vehicles: Europe ranks second according to scenarios
Figure 1 from A strong European battery industry for a strong automotive sector on page 5

Fluctuating raw material prices hamper battery cell production
Figure 2 from A strong European battery industry for a strong automotive sector on page 6
