What does Europe need to do to compete with China on batteries?
A lot of questions around this month on what Europe needs to do to catch up with and compete with China in the battery value chain. These particular questions were around raw materials following publication of several reports, but the question also pertains for batteries themselves. The answer is that Europe can’t compete with China. Europe has left it too long, in my view. Europe and European politicians have talked while China did. Europe has published unenforceable legislation while China has got on with the job (and added legislation later). Europe has wrung its hands about whether it can build...
Topics
Batteries
Capital Misallocation
China
Competition
Europe
Funding
Politics
Raw Materials
