Battery value chain intelligence
Proprietary data on Europe's battery industry, from lithium to gigafactories.
Market shares, prices, costs and capacity, built bottom-up from plant-level data and expert interviews. Trusted by investors, automakers and utilities.
- Cell manufacturingMarket shares, output, utilisation
- Lithium supplySpot prices and producer cost curves
- Gigafactory pipelineOperational and planned capacity
- Next-generation chemistriesSodium-ion costs and adoption
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European lithium-ion cell output kept growing in 2025, but the gains were unevenly shared. The market leader extended its lead while the second largest player lost ground to a fast-growing challenger.
Published December 2025View reportLithium prices went through a full cycle between 2021 and 2025: a spectacular spike, then a long decline that continued through 2025.
Published November 2025View reportAnnounced gigafactory projects in Europe far exceed the capacity that is actually operational today. A handful of sites account for most of the real output.
Published December 2025View reportSodium-ion cells are still more expensive than LFP today, but the gap is expected to close before the end of the decade.
Published October 2025View reportFree analysis
Insights
Short reads from our analysts, without the proprietary numbers.
Who leads European battery manufacturing in 2025?
Central Europe remained the production heart of the continent, ahead of Germany and the Nordics. Utilisation rates improved everywhere but stay well below Asian benchmarks.
Read the analysis LithiumLithium prices: five years from boom to bust
The hydroxide premium over carbonate narrowed but did not disappear. At current prices, the highest-cost hard rock producers are under pressure while brine producers keep comfortable margins.
Read the analysis GigafactoriesEurope's gigafactory build-out: where the capacity really is
The 2030 pipeline remains ambitious, but several projects have slipped and investment per GWh varies widely from one site to another.
Read the analysis Sodium-ionSodium-ion: a real alternative to lithium?
Adoption will start in segments where energy density matters less, such as stationary storage and two-wheelers, well before mainstream electric cars.
Read the analysisNew
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