Lithium-ion Battery Value Chain in Europe

Category: GIA
Published: 2024-10-21
Lithium-ion Battery Value Chain in Europe

GlobalAutoIndustry.com’s latest Audio Interview “Lithium-ion Battery Value Chain in Europe” features Dr. Wolfgang Bernhart. Dr. Bernhart has been a Partner at Roland Berger’s Stuttgart office since 2007 and is an expert for automotive topics. He has carried out numerous strategy projects and transformation programs around the world. He helps clients across the whole automotive mobility ecosystem to boost growth and leverage technology, and business model innovations around digitization and eMobility.

In the 11-minute Audio Interview, Dr. Bernhart discusses these questions:

  • Given the recent announcements of OEMs in Europe to slow down the transition towards BEV, what does that mean for Cell demand and demand for Cathode materials?
  • Various prospective European cell manufacturers, e.g. PowerCo, ACC, and Northvolt announced to postpone their expansion plans or plans for additional factories. Can you comment on that?
  • Who will supply LFP cells then?
  • What about the impact of carbon footprint?
  • What does this all mean for the establishment of the value chain in EU?