Summary

Made-in-EU requirements for all battery components would secure cell demand and investments in midstream production. New analysis on the feasibility of cell and cathode requirements¹, finds that by 2030 sufficient amounts of Made-in-EU cells will be available for the IAA scope — including corporate and private EVs falling under a subsidy or tax scheme. As negotiations on the Industrial Accelerator Act (IAA) reach a critical stage, T&E analysis directly contradicts recent claims by the car industry about local content criteria being too ambitious.

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