Strengthening the EU Battery Storage Supply Chain: Geopolitical Risks and Resilience Strategies
Yang, Luyi (2026)
2026
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-202604237567
https://urn.fi/URN:NBN:fi:amk-202604237567
Tiivistelmä
The European Union has set ambitious goals for energy transformation and decarbonization, which requires a safe and reliable battery storage technology supply chain. But the current supply chain is vulnerable to geopolitical risks, which is not conducive to the realization of strategic autonomy and the improvement of green industry. This paper analyzes the challenges faced by the EU in the battery storage supply
chain, analyzes the current situation of its resilience, and puts forward targeted suggestions for its improvement. Through the analysis, we know that there are many challenges in the current supply chain, which is too dependent on imported raw materials, and the supply of lithium, cobalt and nickel is not stable, which is not conducive to the resolution of trade disputes and the formulation of export restrictions, and the global conflict has led to the disruption of logistics. In this paper, the current policy framework of the EU is analyzed, including the Critical Raw Materials Act and the European Battery Alliance which are analyzed in depth, and it is found that although the domestic manufacturing capacity has been improved, there are still many problems in the security of raw materials, the diversification of sources, and the construction of a circular economy. To address these limitations, this paper presents a resilience strategy suitable for multifaced development, including enhancing the processing capacity of domestic mineral products, innovating battery chemistry, promoting the construction of gigafactories, strengthening cooperation with other countries, and building a sound recycling system. This paper points out that the European Union should take a variety of ways to deal with geopolitical risks and build a safe and reliable battery storage supply chain.
chain, analyzes the current situation of its resilience, and puts forward targeted suggestions for its improvement. Through the analysis, we know that there are many challenges in the current supply chain, which is too dependent on imported raw materials, and the supply of lithium, cobalt and nickel is not stable, which is not conducive to the resolution of trade disputes and the formulation of export restrictions, and the global conflict has led to the disruption of logistics. In this paper, the current policy framework of the EU is analyzed, including the Critical Raw Materials Act and the European Battery Alliance which are analyzed in depth, and it is found that although the domestic manufacturing capacity has been improved, there are still many problems in the security of raw materials, the diversification of sources, and the construction of a circular economy. To address these limitations, this paper presents a resilience strategy suitable for multifaced development, including enhancing the processing capacity of domestic mineral products, innovating battery chemistry, promoting the construction of gigafactories, strengthening cooperation with other countries, and building a sound recycling system. This paper points out that the European Union should take a variety of ways to deal with geopolitical risks and build a safe and reliable battery storage supply chain.