The EU wants to build a power battery industry chain. Can the goal of industrial independence in 2025 be achieved?

At the EU Battery Union Conference held recently, the Vice President of the European Commission Maros Sefcovic said that the EU has a huge gap in the supply of power batteries, and it needs to strive to achieve autonomy in the power battery industry by 2025. The European Commission stated that the EU needs to build a power battery industry chain. By 2025, EU companies can power at least 6 million electric vehicles. Can the EU's ambition of autonomy in the power battery industry be realized, and what opportunities for international cooperation might it bring? Germany and Poland are expected to become European battery production centers. At the 2021 China International Battery Industry Cooperation Summit held recently, Eurasia Consulting released a report that with the rapid improvement of the economics of electric vehicles and the strengthening of supervision in European countries and regions, from the long-term From a point of view, the market is expected to maintain rapid growth. The report said that in the European market, Germany is more favored by battery manufacturers, and its maximum expected production capacity will increase by more than 150GWh between 2026 and 2030. In addition, Germany and Poland are expected to become European battery production centers, which will account for more than 40% of Europe's total production capacity by 2030. In the manufacturing of battery cell components, the above report believes that the competition of cathode materials is fierce, and some battery manufacturers are also integrating backward to produce cathode materials. Chinese and South Korean companies are becoming major suppliers of electrolytes in the European market. At the same time, although European anode producers are emerging, lithium battery separators are still dominated by Asian producers. Eurasia Consulting believes that in constructing the European power battery industry chain, European companies have sufficient reserves of raw materials for the production of raw ore. The production of battery raw materials is mainly distributed in Finland, Norway, the United Kingdom, France, Germany and the Czech Republic. This is the European power battery. Provide production support. In an interview with reporters, Eurasian Consulting Partner Deng Jun said that if Europe wants to develop the power battery industry chain, its advantages are that, first of all, the European new energy automobile industry is still in a growth period, and the industry has huge development potential. Drive the vigorous development of upstream and downstream enterprises; secondly, European power battery regulations are relatively complete, which can guide the development of the entire industrial chain. Deng Jun believes that although the EU has the motivation to build its own power battery industry chain, the European battery technology is still relatively backward, and the core technology is still in Asia. At the same time, the infrastructure also has shortcomings. When producing some separator materials and anode materials, companies still There are shortcomings. 'However, there are many industrial powers in Europe, and there is still a lot of room for technological improvement in the short term. For example, Germany, a traditional automotive power, said that it will not abandon the wave of new energy vehicle transformation. And Poland is also expected to become the future battery center. Poland The battery route planning of the company has attracted a large number of large companies such as LG and has formed the prototype of a large-scale battery industry chain.' He said. How to deepen cooperation? Eurasia Consulting reports that Asian companies are the main battery and component suppliers. Among them, the cooperation between Asian and European companies in this field involves the entire chain of raw materials, battery cell components, battery cell production, battery pack and module production, vehicle manufacturers, and recycling. Deng Jun believes that from the current time point, Chinese companies still have many opportunities to participate in the supply chain of new energy batteries in Europe. Previously, Chinese companies had a certain foundation in Germany, and their cooperation with BMW, Daimler, Volkswagen and other companies had been relatively mature. The next issue that needs to be considered is how to deepen cooperation and provide value for both parties. At the same time, Deng Jun reminded that the biggest problem lies in policy and regulatory risks. Secondly, localization is also an issue that Asian companies need to consider in the European market. For example, when building factories in Europe, they must comply with European equipment technology and safety standards. How to adapt to high standards is an unavoidable issue for Asian companies. 'Again, there are also certain risks in the safety of the power battery supply chain and the supply of talents.' Deng Jun said, 'The current power battery industry chain involves many countries in Europe and Asia. If there is a problem with the supply of upstream raw materials and chemicals in one country, It will affect the entire chain. In terms of the labor market, the lack of labor is the main problem faced by the European labor market, and this requires the supply of talents from Asia, which requires consideration of how to integrate into localization and visa issues.'