The EU was one of the early movers in terms of recognising the importance of rechargeable batteries to the Energy Transition and how vital it would be to build a supply chain away from China. But while Europe was one of the early movers in talking about setting up its own supply chain, it has lost substantial ground in recent years in acting to enable that development. The EU has set quite stringent self-sufficiency rules for the supply chain by 2030. It looks less and less likely that producers will be able to meet the requirements of the EU. In...
