EV batteries supply chain: "made in Europe" requirements of the IAA too ambitious (ACEA report)

A new study led by Mobility Global, commissioned by ACEA, assesses the preparedness of Europe’s battery supply chain to meet the localisation requirements envisaged under the Industrial Accelerator Act (IAA) is published on 24/09.

Under the proposed Industrial Accelerator Act, battery localisation requirements would be introduced in two phases: six months after entry into force of the text (around 2027-2028), batteries would need to contain three EU-origin components, including battery cells. Three years after adoption (around 2030-2031), this would increase to five EU-origin components, including battery cells, the battery management system (BMS) and cathode active materials (CAM).

According to the findings of the study, at the current capacity development pace, supply is not expected to…