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The EU Battery Alliance. Can Europe Avoid Technological Dependence?

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Édito Énergie
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With the launch of its “battery alliance”, the European Union is finally taking up the industrial battle with Asia and hopes to meet a large share of the surging demand for electrical batteries. Yet, the clock is ticking and the future of battery manufacturing in Europe depends primarily on the strategies that automakers will adopt.

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The right conditions may finally be in place for electric transportation to become a mass market. Hybrid and full-electric vehicles (EVs) still account for a very small fraction of total sales (1% in 2016) but demand is booming and forecasts are constantly revised upwards. Many European countries, as well as India and China, have recently signalled their intention to completely phase out gas and diesel powered cars between 2025 and 2040. In the meantime, charging infrastructures are built with public funds, incentive schemes for the purchase of EVs are extended, CO2 emissions standards are tightened, minimum quotas for the sales of zero emission vehicles are introduced, and cities are increasingly investing in electric bus fleets. This strong push in terms of public policy adds to a growing environmental awareness among customers – in particular in Europe since the Dieselgate scandal – and clearly strengthens the case for ambitious EV plans in the automotive industry. 

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The EU Battery Alliance. Can Europe Avoid Technological Dependence?

Decoration
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Carole MATHIEU

Intitulé du poste

Former Research Fellow

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Climate & Energy
Center for Energy & Climate
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Ifri's Energy and Climate Center carries out activities and research on the geopolitical and geoeconomic issues of energy transitions such as energy security, competitiveness, control of value chains, and acceptability. Specialized in the study of European energy/climate policies as well as energy markets in Europe and around the world, its work also focuses on the energy and climate strategies of major powers such as the United States, China or India. It offers recognized expertise, enriched by international collaborations and events, particularly in Paris and Brussels.

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Europe’s Black Mass Evasion: From Black Box to Strategic Recycling

Date de publication
02 December 2024
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EV batteries recycling is a building block for boosting the European Union (EU)’s strategic autonomy in the field of critical raw minerals (CRM) value chains. Yet, recent evolutions in the European EV value chain, marked by cancellations or postponements of projects, are raising the alarm on the prospects of the battery recycling industry in Europe.

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Couverture Politique étrangère 4-2024

The New Geopolitics of Energy

Date de publication
03 December 2024
Accroche

Following the dramatic floods in Valencia, and as COP29 opens in Baku, climate change is forcing us to closely reexamine the pace—and the stumbling blocks—of the energy transition.

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Can carbon markets make a breakthrough at COP29?

Date de publication
30 October 2024
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Voluntary carbon markets (VCMs) have a strong potential, notably to help bridge the climate finance gap, especially for Africa.

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Taiwan's Energy Supply: The Achilles Heel of National Security

Date de publication
22 October 2024
Accroche

Making Taiwan a “dead island” through “a blockade” and “disruption of energy supplies” leading to an “economic collapse.” This is how Colonel Zhang Chi of the People’s Liberation Army and professor at the National Defense University in Beijing described the objective of the Chinese military exercises in May 2024, following the inauguration of Taiwan’s new president, Lai Ching-te. Similar to the exercises that took place after Nancy Pelosi’s visit to Taipei in August 2022, China designated exercise zones facing Taiwan’s main ports, effectively simulating a military embargo on Taiwan. These maneuvers illustrate Beijing’s growing pressure on the island, which it aims to conquer, and push Taiwan to question its resilience capacity.

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The EU Battery Alliance. Can Europe Avoid Technological Dependence?