At this year’s Fastmarkets European Battery Raw Materials Conference in Lisbon, our team had the opportunity to engage in valuable discussions across the lithium-ion battery value chain.
Dr. Reiner Haus represented ANZAPLAN and shared insights on current market dynamics. Here are five key takeaways:
- LFMP is on the rise – Lithium ferrous manganese phosphate is set to succeed LFP in applications like buses, BESS, and EVs.
- Geopolitics shapes strategy – Export bans and regulatory shifts are increasingly influencing raw material supply chains.
- Policy clarity is crucial – Companies need stable frameworks to invest, innovate, and scale.
- Speed over perfection – To stay competitive, Europe must act faster – even if solutions aren’t perfect.
- China’s role must be integrated – Rather than avoiding China’s dominance, Europe must find ways to engage while building resilience.