RWTH Aachen Releases Battery Atlas 2026 Mapping European Lithium-Ion Battery Value Chain
The RWTH Aachen University has published the Battery Atlas 2026, detailing the European lithium-ion battery value chain and ongoing projects. The report forecasts a production capacity of around 1,190 GWh by early 2026, down from over 2,000 GWh in 2023, with a significant portion led by Asian companies. It suggests Europe should pivot to next-generation battery technologies like lithium-sulfur and solid-state, highlighting trends in production modernization and increased recycling efforts. Additionally, the European Commission approved €200 million in aid for electric vehicle manufacturers in Spain.
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RWTH Aachen University has launched the Battery Atlas 2026, which maps the European lithium-ion battery value chain and current projects. It projects a production capacity of approximately 1,190 GWh by 2026, down from over 2,000 GWh announced in 2023, with around 673 GWh led by Asian firms.
The report advocates for a strategic shift for Europe towards next-generation technologies such as lithium-sulfur and solid-state batteries, which are still not mass-produced but promise better energy density and sustainability. Additionally, trends like production modernization, AI for quality control, and enhanced recycling are noted. The European Commission has also approved €200 million in aid for Spain's electric vehicle industry, available until June 30, 2026.
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