Panel | Europe's Anode Future: Balancing Today's Supply with Next-Gen Growth
17 Sept 2026
The Power Up Stage
Graphite continues to underpin anode supply, while silicon is moving closer to commercial deployment, but its role in the market is still being defined. As development progresses, the focus is on how these materials will sit alongside each other, and what that means for demand, investment and Europe's ability to build a competitive anode supply chain.
- What role will graphite continue to play as anode technologies evolve? ' How quickly will silicon anodes scale, and when could they impact demand?
- How are producers and OEMs balancing investment between graphite and next-generation anodes?
- What does a competitive anode supply chain in Europe actually look like?
- Where are the key gaps in Europe's graphite and anode capacity today?
- Can Europe compete with established Asian supply chains on cost and scale?
- How are partnerships and technology collaborations shaping the next phase of development?
- What does the next 5'10 years look like for anode materials in Europe?

