Can the West fix its growing disconnect between battery ambitions and raw material supply?

Outside of China, Europe and North America are the key regions developing significant lithium ion cell production capacity. Europe now has 778 GWh of capacity in the pipeline for 2030 — cell plants in production, under development, or planned — with North America’s pipeline currently sitting at 499 GWh.

There has been a notable uptick in investment into battery cell facilities in Europe and the USA since 2018 but this has not been matched by an increase in battery raw material mining and processing investment, leading to a growing disconnect between raw material demand and supply. Data from Benchmark’s Lithium . . .

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