An Overview of the Regulatory Landscape Shaping the European Battery Industry: Implications for Investment Decisions

Synopsis

The European regulatory framework relevant to the battery industry is undergoing a transformative shift to drive end-to-end value chain activity and build a resilient supply chain. Key frameworks such as the EU Battery Regulation, Critical Raw Materials Act (CRMA) and Rules of Origin (ROO) under trade agreements are shaping the future of the industry. These policies aim to enhance circularity, reduce dependency on foreign critical materials and ensure ethical sourcing while fostering local manufacturing and innovation.

This talk explores the evolving regulatory environment, focussing on the implications for battery manufacturers, technology developers, and end-users across Europe and in the UK. It provides an insight into the state of the battery supply chain in Europe through to 2035 and how companies are responding to regulation and associated market shape. It also examines how sustainability requirements, material sourcing constraints and local content rules (ROO) may influence investment decisions, supply chain strategies, and the pace of battery technology deployment for some chemistries.