The global battery industry is entering a new phase. Demand continues to rise, but the rapid expansion of gigafactories is slowing. As the Frankfurter Allgemeine Zeitung reported on the Porsche Consulting study “Battery Manufacturing 2030+: From Hype to Hard Truths,” conducted together with VDMA, Agora Strategy and Fraunhofer ISI and presented at the Future Battery Forum in Berlin, Europe must act now to close capability gaps and strengthen its position in global battery manufacturing. At the event Matthias Möhrke, Associate Partner at Porsche Consulting, emphasized: “The battery race is not over. It is changing – and Europe can compete if industry, research and policymakers work together.” The study highlights a clear shift: while the gigafactory boom is losing momentum, the next major opportunities for equipment suppliers lie in brownfield modernization, innovation, and specialization. With a projected market potential of €250–280 billion by 2035, equipment suppliers need to build resilience, form strategic partnerships, and focus on high-value technologies such as dry coating and solid-state. Read the full study to explore the structural shifts in the global battery value chain and the strategic levers that will shape the industry’s next decade: https://lnkd.in/dzRYrg5i #Battery #BatteryManufacturing #Electrification #EnergyTransition #Gigafactory #IndustrialStrategy #Sustainability
