Market reality check: shocks, strategy and supply
Northvolt’s collapse has reset expectations. With gigafactory plans under pressure and upstream projects stalling, we explore who’s still investing, which markets are rising, and how Europe is adjusting its strategy.
LFP takes over: chemistry shifts and ESS growth
LFP now leads Europe’s battery landscape, from EVs to grid-scale storage. Hear how this shift is reshaping demand for raw materials, driving ESS expansion, and influencing OEM and investor decisions.
Closing the loop: circularity, regulation and trade
New EU rules are accelerating the move to local recycling and processing. From black mass restrictions to battery passports, find out how policy, geopolitics and circular solutions are transforming Europe’s BRM value chain.
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