The Global Climate Action Summit held in September 2018 in California has highlighted the importance of cities for promoting clean energy solutions and for combatting climate change. While energy policies in most countries depend primarily on national governments, cities have the possibility to develop and implement innovative solutions and ambitious policies. Chinese cities should be at the core of these developments, as they are confronted with many energy and climate challenges, often at an unprecedented scale: notably air quality, traffic congestion, energy security and massive consumption of building materials. For instance, outdoor air pollution in China has reportedly caused 1 million premature deaths in 2016, and in 2014 only 8 out of 74 Chinese cities would meet the national standards in terms of air quality.

This study weighs up the different strategic approaches that Europe may adopt in the industrial race for electrical batteries, taking into account the demand potential for e-mobility and stationary storage, the global competitive landscape and the policy support for local players in Asia and the U.S.