Battery Live Talk: Lithium, Legislation and Limits
Europe’s Reality Check One Year After CRMA

China’s recent export restrictions on lithium-ion batteries, key cathode and anode materials, and critical manufacturing equipment — effective November 8, 2025 — are set to disrupt global supply chains and extend production lead times for companies outside China. This move follows earlier controls on advanced battery technologies and lithium processing, raising urgent questions for Europe’s strategic autonomy.

One year after the launch of the EU Critical Raw Materials Act, this panel takes stock of Europe’s progress in securing critical raw materials for the battery industry. How has the geopolitical landscape shifted since CRMA’s adoption? Are current measures sufficient to ensure supply security? And can domestic lithium production realistically meet the EU’s ambitious targets? Experts from industry, policy, and research will discuss achievements, vulnerabilities, and the path forward for a more resilient European raw materials strategy.