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CleanBridge Insights

Energy Current

2025

European Gigafactory Market

Imprint

PUBLISHER

CleanBridge

EDITORIAL TEAM

L. Warren Pimm, CFA
Managing Partner 
CleanBridge

SUPPORTING TEAM

Alchemy Business Intelligence and Insights

ILLUSTRATION AND DESIGN

Alchemy Business Intelligence and Insights

Thanks to

Freepik and Pexels for Image Contribution

Editorial

Our latest industry primer, the European Gigafactory Market, continues our series of deep-dive research reports focused on the evolving dynamics of the global energy transition. The collective work is the result of a valued research collaboration between us and Alchemy Business Intelligence and Insights, a leading industry research group working actively across the energy transition markets. The report incorporates targeted insights sourced from industry associations, government agencies, and statistical departments, further enriched by information from news outlets, trade publications, and other credible sources.

This report provides a comprehensive overview of the European gigafactory landscape at a pivotal juncture for the region’s industrial strategy. It examines how European battery manufacturing ecosystem is evolving amid intensifying global competition, shifting market dynamics, and accelerating policy interventions. The analysis captures both the momentum and the challenges shaping Europe’s pathway toward scaling domestic capacity, securing supply chains, and achieving technological differentiation. It evaluates the financial, regulatory, and industrial factors influencing project execution, while highlighting emerging trends that are shaping the region’s battery ecosystem.

We hope this report offers valuable insights and an engaging read, and we look forward to sharing further updates on other energy transition trends in the months ahead.

Disclaimer

This presentation is for informational purposes. The information contained in this presentation does not purport to be complete. All of the information contained herein is subject to change without notice. Each recipient of this presentation should conduct its own independent investigation and assessment of the contents of this presentation and make such additional enquiries as it deems necessary or appropriate.

CleanBridge Securities LLC and its affiliate CleanBridge Advisors (UK) Ltd. (together “CleanBridge”) have based this document on information obtained from sources it believes to be reliable, but which have not been independently verified. Except in the case of fraudulent misrepresentation, CleanBridge makes no representation or warranty (express or implied) of any nature or accept any responsibility or liability of any kind for the accuracy or sufficiency of any information, statement, assumption, or projection in this document, or for any loss or damage (whether direct, indirect, consequential, or other) arising out of reliance upon this presentation. CleanBridge is under no obligation to keep current the information contained in this document.

This document is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. The information herein does not constitute an offer to sell or solicitation of an offer to make investments in designated investments in any jurisdiction. The information herein does not take into account the investment objectives, financial situation or needs of any person and should not form the basis of any investment decision.

The returns and valuations in this presentation are preliminary and tentative only. Nothing in this presentation is, or should be relied on as, a promise or representation as to future developments.

CleanBridge European Gigafactory Market 2025

CleanBridge – European Gigafactory Market_Revised_18.12.2025 (Cover)