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# China dominates EU battery imports despite decade of policy
- URL: https://adjacent.media/signals/china-dominates-eu-battery-imports-despite-decade-of-policy/
- Published: 2026-08-25T23:06:19.000Z
- Updated: 2026-08-25T23:06:19.000Z
- Description: Despite nine years of regulatory frameworks designed to localize battery production, the EU imported $29 billion worth of batteries from China in 2025—more than enough to cover 116% of its net import needs, meaning Chinese batteries are actively displacing domestic and allied sources.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, supply chain, energy infrastructure, trade policy

Source: [Christopherchico](https://christopherchico.substack.com/p/29-billion-of-batteries-came-from)

Despite nine years of regulatory frameworks designed to localize battery production, the EU imported $29 billion worth of batteries from China in 2025—more than enough to cover 116% of its net import needs, meaning Chinese batteries are actively displacing domestic and allied sources. This exposes a gap between the EU's industrial policy ambitions (Green Deal, Critical Raw Materials Act, Battery Regulation) and execution: manufacturing capacity hasn't materialized fast enough to meet demand or compete on price. The dependency undercuts both strategic autonomy and the carbon credentials of Europe's energy transition, since the policy infrastructure exists but the production base does not.