New Report: Europe’s Strategic Access to Battery Minerals in a Changing Geoeconomic Landscape
Batteries are central to the EU’s transition to a low-carbon economy. This paper analyses the geopolitical vulnerabilities arising from the three most widespread battery chemistries – Lithium Nickel Manganese Cobalt Oxide (NMC); Lithium Ferro Phosphate (LFP); and Sodium Ion Batteries (SIB) – on two timelines, 2025 and 2030 and provides three main takeaways for EU-based policymakers and industry actors.
Europe’s Strategic Access to Battery Minerals in a Changing Geoeconomic Landscape
Batteries are central to the EU’s transition to a low-carbon economy. This paper analyses the geopolitical vulnerabilities arising from the three most widespread battery chemistries – Lithium Nickel Manganese Cobalt Oxide (NMC); Lithium Ferro Phosphate (LFP); and Sodium Ion Batteries (SIB) – on two timelines, 2025 and 2030 and provides three main takeaways for EU-based policymakers and industry actors.
The Strategic Importance of Chloralkali and Sustainable Aviation Fuel for the EU & Saudi Arabia
The costs of energy are an important part of various industrial value chains and are very decisive for the competitive position of the industry. In three studies commissioned by the Royal VNCI and the National Program for Sustainable Industry, TNO, HCSS and Roland Berger compared the future energy costs of the renewable energy supply for industrial processes in the Netherlands with Saudi Arabia for two value chains: the chlor-alkali chain and the production of sustainable aviation fuel (SAF) from household waste via syncrude.
