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me from policy starts november 9th, on dw, the take a look at this chart. it shows how much lithium the use producing. it may look like a lot, but compared to the rest of the world, it's only point one percent. basically next to nothing, but the units of white gold, we need to make batteries for electric cars and huge ones to serve renewable energy . so a pretty important mineral for the green transition to you is trying to financial the point one percent. it means the block has to massively rely on imports. and you don't need to be an expert to see the big problem here because it means any trouble overseas could spell disaster for the use battery needs. i think that you is panicking. 0 is very, very late. so the, your teen commission,

which draws up new laws for the 27 member box, has hatched a plan. they want to build out a homegrown lithium supply chain from mining to processing and turning it into batteries, all of which is going to happen in someone's backyard. you cannot come to serbia and take land from the said being from and expect people to be what. so how realistic are they use goals really? the 1st, let's take a look at the current state of the east battery supply chain starting with what's called upstream. that's a mining extraction of for all the pm australia to it, and china, other roles, top producers here, accounting for 90 percent of all products. again the you produce has very little and imports. instead, this probably needs to be purified before you can make batteries. this is called midstream, and this is where the biggest problem is you probably is kind of a, is a senior director at the non profit transport and environment. she works on sustainable batteries and critical raw materials because anywhere between 70 to 90

percent of that stage, depending on the mineral, is actually in china that you have so little domestic refining capability instead, it currently imports almost all of its process lifting. and then there's the downstream part, which is making the actual batteries the you does have some batteries, factories, but 74 percent of production capacity is owned by korean companies. oh, jeez, plant and pull into accounts for 50 percent of them. also, buying batteries from abroad is still cheaper than making them in europe, especially since the cost of importing them is so low. right now, as we're struggling to scale battery manufacturing, the import terrace into europe is just over one percent. one percent. why would you ever thought that we'd one percent, the pictures this europe very very much depends on the rest of the girlfriend stutters. and this turns into a real problem when something unexpected happens. for example, prices for process, lithium, hit record highs after covered lockdown semester, but supply chains and cause of severe delays in mining. after that,

you signed the long term supply contracts between producers and australia to a and argentina. then it got serious about legislation. i am announcing 8 europe in critical role materials x. the law says that by 2030. so basically tomorrow you has to serve 10 percent of its critical raw materials domestically intern for the percent of its raw materials and to battery good stuff inside the u. and that's a long way from the side is quite a completely unrealistic dr. young called as a jo chemist working on the team extraction. and he's here for the reality check. when we look very much upstream, i think, is not feasible at all because it takes so much time to, to make mine and to do the best that there is a fair bit of a theme in europe. 3 point one percent of the world's reserves, according to the european commission mining is going on on a feeling that sweep poland. and then of course, the eastern european part of the main yearbook diarrhea, greece is some money,

some of the biggest on top to reserve. so or on the checked german border, austria, spain, and portugal and mining corporations are trying to get these deposits. london bay, savannah resources has proposed building several mines in portugal is close to but also region in spain with you might be area plants to launch an open pit mine in the rural area of kind of have it out where it's planning to operate for 30 years and over in the czech republic, the scene of that project, brenda, european metals holdings, claims to be the largest hard rock lithium project, and e, u am of them all the project. 50 half now, cut them into operation, then this would be enough for the supply a few rope. so what's holding the back? part of the answer is currently playing out in a country more known, so to speak is kind of start, then it's mineral deposits. i'm all chemist, that'd be a more aware of serbia's rich resources and the enormous potential field was confirmed reserves of a $158000000.00 tons of lithium board. serbia isn't

a number state of the yet, but what's happening here is emblematic of the cotton on the struggles to get their battery industry. going. british australian mining try and pre attend to has been fighting for mining rights and to jot our region of western serbia since 2004. a scientific study says that enough with him can be constructed here to cover 90 percent of the continents to the residence of seriously protested against the steering land grabs and a distorted environment. they managed to revolt 3 attempts of license in 2022. but after the government knew, turn, the project was reinstated in july, president again took to the streets. this country has been slowly sold off to foreign investments. we, i don't know of a coverage as an entry, mind me active us, but the group are said to dana, people just had enough, you know, region like with the much you menissi or in mining company in the world that could be the mazda, such as the razor mining, we don't want another line and so like we need to clean what's going on the 1st

before any findings nested, are allowed to occupy land and turn and beat into waste them assigned to the study showed that research drilling by rio tend to, has already leaked bron arsenic and lift him into rivers active. a say the mining site threatens an ecosystem that has hundreds of protected species with generational firms that produce $70000000.00 euro squared to food per year. certainly is not alone. people in portugal, spain and france have also protested plan to mining projects and their regions. you know, if someone comes along here and i'm interested to give them all the more, then we roll out the red carpet for him. and we don't ask if they want to be honest with people i said modeling my children who were growing up in the village next. doing this, not in my backyard sense or an in the for short, his push back on efforts to extract more. let him in the but i'm like families, supply chains are dependent on the middle child without processing. you can mind as much lift him as you want, but your factory still can't use it. and right now that use which isn't that shape

for lifting, refining this directly to capacity. phillips, i dollars an adviser for the auto industry. he says the biggest problem is it's still just too expensive to do it in europe. got to bring energy costs down while you have to go where way you have affordable cheap energy, which is at the same time renewable because we want to have a sustainable, a federally supply chain in europe. so this means bringing the refiners to coastal areas for wind, the north for hydro power and the south for solar. recently they did get the ball rolling on refineries. in september 2024 dutch company am g critical minerals launched production edits plant and bit to south germany. it plants to produce an, a battery grade lithium for run $500080.00 these per year. other companies like germany's will kind of energy looks and board based lavista and frances, very creatively named lead team to false, also have refinery projects and development. but europe will need more than just plant capacity. labor. it's very,

very expensive and you have some have to other regions of the world. so i think ultimate sion of the prophecies will be the key leader. when we look at the state of europe's downstream industry, the weather is sunny or but with a few more storms. this is actually where i think you're going to meet most of its needs. but you already produced half the battery cells that needed in 2022. the majority came from l. g plants and poland and samsung ones and hungry and the continent is rapidly scaling up. here it is planning to build almost 50 battery factories by 2030. theoretically, these were total $1.00, turn lots of production capacity. a whopping 10 fold increase from 2023. so there's so much catching up to do trying his projected 2030 capacity is about 4 turner watts, which means the race might already be over. as for the storms, the same problems apply to down stream estimated stream establishing a battery. so factory in europe is almost 50 times more expensive than in china,

according to a transport and environment reports. and the sector has also been played with bad news from its poster children like sweden, smartphones were 2 workers have died and at least 26. others were seriously injured in factories. in june 2024 bmw, cancel the 2000000000 euro contract after delay delivery. and quality concerns, despite raising 15000000000 and funding the company is struggling so badly and how to weigh on as a substantial part of its workforce and solve one of its doctors. market conditions are also partly to blame, with whom prizes came down again and 2023, which means even cheaper batteries from china. that a slump in european easy demand and you're in for a tough so the battery is available at his 20 no prices because of the huge over capacities which have been built up in china on the last use every actually project . and this is regards to, to mid stream and to downstream. battery project in europe has to, to present a positive business case. in fact,

a report says that around half the user announce capacities and 2030 are now considered at risk of being delayed scale down or canceled. all this means that you need to throw money on this binary industry to stand a chance. an e report says that 76000000000 euros would be needed just for battery manufacturing to achieve 2030 goals. in 2024, the commission had announced just 9000000000 euros and battery supply chain investment and private investment has also side away. compare this to what's happening in the us is 2023 inflation reduction act, punched over 70000000000 towards e, v, and battery supply chains. and it works just look at the tesla who pulled some of its investments in germany to focus on the north american market. last year, it's so simple. it's so visible by without having any knowledge, expertise, been, you know, in, in business for example, can calculate what will be my return on investment. the find less than a batch who's actually in the us. and if i could, i would invest in a pension back to me in the us, what the us has done. we come to because we are

a federation of member states. we're not the country in europe. 20 southern member states have to agree, then get businesses on board before anything happens in china, the government just does it. at the moment, the said the investment climate is a bit chilly. what we need now is some, some persistence to get to this slump. this is market slow down for the next couple of years. it's all about having industrial bullets to that will be about the business case and this policy can be around the trade. so for example, terry, it's about the results. it can be around carbon footprints, environmental requirements, that's with the bond, 6 local manufacturing in europe. again, we have it in the plans, but the delay, and of course finally, is given to simply investment support either full cole. this is to what's the objectives that we talk about. or, as i said we, we, we go home. so we'll, we'll europe's battery supply chain look like in the future. my name will likely

remain global, that you get this minerals from lots of different countries, which makes it less risky. processing is rather content will need to really up, it's can. and as for production, that you will probably have to get comfortable with some long term relationships. the best way of course, would be if you have joint ventures that would enable eruptions players to, to catch up in terms of the technology and capabilities with the asian companies. the elephant in the room is that building out this industry has environmental and social costs so far, all the issues around this polish labor conditions, environmental issues or the export to other companies. and i find this on ethic. i find this unacceptable situation. but many of them and the impact of extractive mining is something people in europe will have to face up to you sooner or later. just look at so the and don't expect that that's not going to happen. where you are,

does your region have a working battery supply chain? let us know the comments below and don't forget to light unsubscribe the the human in the grip of business. he knew this 10 years of misery. destruction the road today in the car, in middle east conflict. we go to jeremy through the country to close up the next on d, w. conflicts, crises. every single connection mapped out

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