Europe’s EV transition hinges on whether it can scale domestic cell manufacturing fast enough. The fundamentals are strong—robust demand, industrial expertise, and abundant renewable energy—but success depends on rapid reforms and targeted investment. The next five years will be decisive: those who align policy, capital, and supply chains will define leadership in the global battery economy.

By focusing on these priorities, Europe can move from strategy to scale—transforming vulnerabilities into an investment opportunity and positioning itself as a hub for sustainable, globally competitive battery production.