London-Britain in Electric car Compete with the 2030 ban on the sale of new fossil fuel-powered vehicles, and provide 1 1 billion pounds (1.4 billion US dollars) launch battery Industry and related supply chains.

But cash and compelling deadlines—a few years earlier than many other countries—still lag behind the EU’s efforts to establish a supply chain, far behind China, A leader in electric vehicle (EV) batteries.

The risk of Brexit is high. In order to continue to sell products to the 27 member states of the European Union without tariffs, the British automotive industry with 170,000 employees must ensure that electric vehicles and the batteries that power them comply with strict rules of origin – up to 70% of the investment comes from the UK or within the EU.

With the 2030 deadline looming, the 2035 deadline is immediately followed Hybrid, The UK needs more battery factories-and fast.

However, even Nissan The plan to build a 9 gigawatt-hour (GWh) battery plant in the UK-which was welcomed by the government when it was announced in July-pales in comparison to the two plants built in Germany alone. Tesla’s 50 GWh factory near Berlin and Public 40 GWh factory near Wolfsburg.

“We went to the party quite late,” said Douglas Johnson-Poensgen, the chief executive of Circulor in the United Kingdom, who had worked with Volvo Cars, etc. establish a sustainable supply chain.

The Department of Business, Energy and Industrial Strategy (BEIS), which is at the core of the UK’s electric vehicle investment drive, said it is ensuring that the UK maintains its leading position in the world in the automotive industry.

A spokesperson said in an emailed statement: “We remain committed to protecting the UK’s Gigafactories and continue to work with investors to advance plans for the mass production of batteries for next-generation electric vehicles.”

EU billion

At the same time, the EU is trying to catch up with China and change its auto industry, which is the main employer of the entire EU, including heavyweight companies in Germany and France.

The group proposed an effective ban on the sale of new gasoline and Diesel car Starting in 2035, 2.9 billion euros (US$3.4 billion) have been allocated from 12 EU countries to support new battery factories. The European Climate Organization Transport and Environment stated that the EU plans or is building 38 factories, many of which benefit from other support measures from the EU or various governments.

The EU has identified 42 companies, including American companies Tesla and German companies BMW, For specific roles in the battery supply chain and life cycle, from supplying raw materials to producing batteries or recycling them.

Last year, the European Commission proposed a law to ensure sustainable battery production, while Germany passed a supply chain law on the battery life cycle. Keeping close contact between factories can help meet environmental regulations and control costs. The battery is a heavy object for transportation.

The UK has not yet achieved this goal, although BEIS said it is working hard to implement the green goals of the automotive industry and will release an infrastructure strategy this year, including vehicle charging and road traffic recommendations Emissions.

But the manufacturer said that the British action was not fast enough.

“The British government needs to wake up and invest in the supply chain,” said Matt Wendell, managing director of the British sports car manufacturer lotus“We have knowledge, we have talent, we only need the supply chain.”

Guy Winter, Fasken’s partner, who has advised the government in the past, said that the UK needs a “battery czar” to ensure that the industry works together-since 2017, the European Commission’s deputy Chairman Maros Sefcovic played this role in the European Union.

Winter said that, whether it is in the UK or the EU, if sufficient support is not provided, the competition will be handed over to China, which produces about three-quarters of the world’s electric car batteries.

Fast transition

Benchmark Mineral Intelligence (BMI) predicts that by 2035, the UK needs at least 175 GWh of battery capacity to supply about 3 million fully electric vehicles. Currently, it estimates that the UK is far behind, with only 56.9 GWh by 2030.

Among these plans, Britishvolt’s goal is to build a 30 GWh factory by 2027. BMI only included part of its goals, because it expects the British startup to grow more slowly.

Britishvolt said that building a 30 GWh factory is a challenge, but a spokesperson said that its strategy of building in three 10 GWh phases will help achieve its goal by 2027.

To avoid EU tariffs, cars made in the UK must meet a series of rules of origin. From 2027 onwards, 70% of battery packs will come from the EU or the UK.

BEIS stated that these rules include a phased phase.

Winter said this may not give the UK enough time. “We ended a transitional period and it now looks too short,” he said.

Steven Meersman, the founder of Zenobe, said that so far, the UK has successfully cultivated small battery supply chain start-ups through projects such as the Faraday Institute, which trains battery scientists and engineers. Store.

But Myersman said that the UK lacks a unified strategy to help start-up companies develop and regulate the electric vehicle chain, saying that one department is responsible for handling incentives for purchasing electric vehicles, while another regulator is responsible for managing important deployment of charging points.

Industry organization Key Minerals Association called for the establishment of a “central coordination agency.”

The Advanced Propulsion Centre, a joint venture between the government and the automotive industry, said that more than 120 groups have expressed interest in the entire battery supply chain project.

But its chief executive Ian Constance said that about half of the £1 billion fund provided by the UK has been allocated so far, “if we deliver some of these projects, it will be used up soon”.

The global average national subsidy for each battery factory is 750 million pounds, and the cost of each battery factory may be between 2 Industry estimates show that between 1 billion and 4 billion pounds.

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