Europe’s battery future is at a crossroads. The decisions made today will determine competitiveness for the next decade.
At Giga Europe 2026, Mervyn Stevens shared three realities shaping the path ahead:
- Build now or face long‑term dependency: Without timely delivery of gigafactory capacity, Europe could be importing more than half its cells by 2030.
► What this means for the industry: project delivery certainty, supply chain resilience and capital efficiency matter more than ever.
- Next‑gen chemistries are moving faster than expected: Solid‑state, sodium‑ion and other emerging chemistries will reshape cost curves and mineral demand.
► What this means for the industry: technology choices made in the next two years will lock in costs for years to come.
- Materials and recycling will define long‑term security: Processing capacity is still concentrated outside Europe.
► What this means for the industry: localizing, refining, and recycling is now a strategic advantage, not just a compliance exercise.
Download the presentation to explore the insights.
