The transport sector, accounting for over 20% of global greenhouse gas emissions, plays a crucial role in the fight against climate change, alongside energy production. The decarbonization of mobility is a key lever in state strategies, making the electrification of transport—particularly in the battery sector—a major strategic focus.
14 October 2024
The stakes are even higher as, despite the strong growth of the lithium-ion battery market over the past decade, this growth has primarily benefited China, which controls the entire value chain.
This policy brief provides an in-depth analysis of the positioning of various actors within this chain, from raw materials to batteries. It also explores the options available to the European Union to reduce its dependence on China, detailing the industrial and institutional strategies to adopt.
Finally, it emphasizes the importance of sobriety as a means to decrease reliance on critical materials, and consequently, on China.