Australia, Cana, US outflank the EU
In the same month when Australia got out its cheque book in a big way, Canada also announced large-scale funding for critical materials, and even the US announced multi billion spending on thr raw material supply chain, we don’t think it’s unreasonable to ask – where was the EU? The EU, the first mover outside China in talking about investing in the battery supply chain way back in 2019, seems to have trouble differentiating the wood from the trees. The EU has announced lots of projects in Downstream, in cell manufacturing, in battery technology, in recycling. But we struggle to...