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EU Electric Cars Policy Leads Automakers To Question Whether There Will Be Enough Batteries

The EU wants only electric cars sold in Europe by 2035, but that will require a massive amount of new battery factories.

The European Union has agreed to prohibit the sale of cars with internal combustion engines by 2035. On the surface, that seems like good news for clean transportation advocates — and for the Earth. But that policy relies 100% on their being enough batteries available to meet the demand that will exist for electric cars once the ban on gasoline- and diesel-powered vehicles goes into effect.

According to Reuters, Varno Antlitz, Volkswagen’s chief financial officer, was at its Automotive Europe conference last Wednesday, where he said, “It’s a challenging goal. We think it’s doable. The most challenging topic is not ramping up the car plants. The most challenging topic will be ramping up the battery supply chain.”

Volkswagen has announced previously that it intends to stop selling cars with infernal combustion engines by the target date of 2035, but some companies may struggle to meet the new mandate. Toyota seems especially vulnerable as it continues to tout its “self charging” electric cars that feature 30-year-old hybrid technology. The company had no comment at the Automotive Europe conference.

Stellantis CEO Carlos Tavares, who himself is lukewarm about the EV revolution, said last month he expects a shortage of EV batteries will hit the auto industry in 2024-2025 as manufacturers try to ramp up EV sales while still building new battery factories. He told the conference the EU decision “is not a surprise for us… so for us it is not a good news, neither a bad news, it is exactly the assumption we have in our plan.” That plan calls for Stellantis to sell only EVs in Europe by 2030.

Tavares was in Tremery, France to announce plans to accelerate production of electric motors at a factory that has for years been the largest diesel engine production operation in the world. That in itself should be music to the ears of CleanTechnica readers.

Electric Cars & Those Devilish Details

The agreement reached by EU leaders in Luxembourg last week came at the end of a marathon 16-hour bargaining session. Slovakia, Italy, and a few other nations wanted the phase-out to be delayed until 2040. The negotiators eventually backed a compromise which kept the 2035 target and asked Brussels to revisit the topic in 2026 to determine whether hybrid vehicles could comply with the goal.

The 2035 proposal is designed so that in theory, any type of car technology such as hybrids or cars running on sustainable fuels could comply with it, as long as it means the car has no carbon dioxide emissions. As always, one must be careful to define the terms of the discussion.

“Biofuels” is a catch-all phrase that covers a wide range of alternatives, some of which produce carbon emissions during the making of them and others that rely on grains that many people rely on for sustenance. This fight is far from over, in other words, as the oil companies continue to twist and turn in a frantic effort to keep their revenue streams from collapsing.

The Takeaway

The manufacture of batteries for electric cars is an industry in flux. High prices for lithium, cobalt, nickel, and manganese are putting pressure on the market for electric cars at precisely the wrong time. The world needs less expensive cars but instead most manufacturers are raising prices to cover the higher cost of batteries.

That is leading battery makers to pivot to less expensive technologies like lithium iron phosphate chemistry and pursue other alternatives like sodium ion batteries. Sodium is abundant and cheap, whereas lithium may be abundant but is hardly cheap any more. The batteries that will power our vehicles in 2035 haven’t been invented yet. Buckle up, people. It’s going to be a bumpy ride.

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Steve writes about the interface between technology and sustainability from his home in Florida or anywhere else The Force may lead him. He is proud to be "woke" and doesn't really give a damn why the glass broke. He believes passionately in what Socrates said 3000 years ago: "The secret to change is to focus all of your energy not on fighting the old but on building the new."


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