01Industrial resilience
Europe’s battery strategy is becoming a whole-value-chain test.
A new strategic plan from the EU’s SET Plan battery working group frames the next phase of Europe’s battery push as more than a manufacturing-capacity target. It connects production scale, cost competitiveness, recycling capacity, next-generation technology and more resilient supply chains. The commercial takeaway is clear: a durable battery business cannot stop at cell output. It needs repair, recovery, data and end-of-life pathways designed into the operating model. For manufacturers and investors, the question is whether the value chain can become circular at industrial scale before material constraints become a growth constraint.







