Industry Value Chain

Chinese & European Players are Partnering to Ensure Ramp-Up and De-Risking for Overseas Projects Chinese battery manufacturers have created a strong foothold in the European market. One third of gigafactory capacity planned in Europe will have Chinese involvement. Many Chinese operations involve a local European partner (industrial or financial) to share costs and risks. This also applies to p/CAM/AAM projects. Almost all major joint venture battery plants are for the EV sector, whereas there is less of an imperative to localise ESS battery plants in Europe due to higher costs and minimal trade barriers. The concern from the European side is that these partnerships currently lack meaningful knowledge sharing. The EU is hinting at a regulatory framework for this under proposals for the Clean Industrial Deal.

Source: Transport & Environment

Multiple

GWh (status) Ownership structure

VW holds 26.5% in Gotion

Gotion: 80% | InoBat: 20%

IP or technology transfer provisions

“Limitedˮ

Some

Local supply chain

Local workforce

Equal battery side decision-making

Local R&D centre

❌ Some, incl local schools

Stellantis: 50% | CATL 50%

AESC 80% | Nissan: 20%

AESC 100%

AESC 100%

❌ ❌ No known provisions

Some

No known provisions

No known provisions

No known provisions

Extracted from the PDF; charts and images may read imperfectly.