Rapport fra Europa-Parlamentet, 31. mar. 2026
Current forecasts anticipate 3200 GWh EV battery cell demand by 2030, meaning current global installed capacity as of 2024 (see Table 5) already exceeds total anticipated 2030 demand, despite expected EV uptake growth.
As the effectiveness of Chinese policies to reduce overcapacities remains uncertain, competitive pressures upon European companies are likely to persist or intensify.
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