Europe relies to a high extent on imports of clean technologies such as solar PV or batteries. Recent events show that it would be naive to take the secure supply of critical raw materials, of refined materials, of components or final clean-tech products for granted.
Minimum shares of EU clean-tech manufacturing could – next to supply diversification and enhanced recycling – function as insurance in clean-tech value chains.
But what would be appropriate minimum shares of EU manufacturing in different clean-tech value chains? And what measures seem suitable to incentivise the establishment of clean-tech manufacturing in Europe? These questions are currently hotly debated in Europe, in view of the demand pull by the US Inflation Reduction Act and rising trade tensions between the US and China.
Based on an analysis by Roland Berger, we recommend a package of measures for scaling EU clean-tech manufacturing so that it makes a lasting contribution to the resilience of Europe’s clean energy transition.