Europe is ‘walking into new dependencies’ in global battery supply chain

energy-storage.news Jun 11, 2026

Europe is ‘walking into new dependencies’ in global battery supply chain

Curated by Shubham · TechCapsules · Jun 11, 2026

AI-summarised brief · reviewed before publication

Europe is facing new dependencies in its global battery supply chain, with the continent heavily reliant on Chinese materials and products to meet its demand for battery products. According to Ilka von Dalwigk, director general at trade body ReCharge, Europe's battery value chain is dependent on minerals and metals, with China accounting for over 80% of battery cell production in 2025. Europe is likely to need to import more cells and cars from China to meet its battery demands, making the future of the European battery supply chain uncertain.

💡 Why It Matters

· Europe's reliance on Chinese materials and products could hinder its ability to achieve its battery energy storage system (BESS) deployment targets, particularly in light of market uncertainty.
· The uncertain future of European BESS could create opportunity for new financial mechanisms to support continued battery investment and deployment.

Capsules Energy

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