T&E: EU will have enough battery cells to meet 2030 demand

T&E analysis finds the EU can supply enough cells for all EVs covered by the Industrial Accelerator Act by 2030 if all projects, including medium-confidence ones, materialise. Local content rules for cells and cathode materials could add 34% to EU battery demand by 2027. The bottleneck is midstream: China controls up to 90% of global pCAM and CAM capacity.

• Local content rules for cells and CAM could add 34% to EU battery demand in 2027
• China controls up to 90% of global pCAM and CAM capacity, 95% for LFP
• T&E urges a minimum Made-in-EU pCAM threshold with trusted partners in the IAA
• EU-UK local content rules for EVs take effect in January