Wire · operational-macro
Britain's Battery Bet Faces a 55 GWh Supply Chain Shortfall
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Fusion42 · 30 September 2026 · Fusion42 review
Britain is facing a 55 GWh shortfall in its battery supply chain by 2035 despite over £7 billion in committed investments, mainly due to gaps in midstream refining capacity and delays in manufacturing projects. New trade rules from January 2027 and EU regulations on battery passports and recycled content add urgency to developing domestic battery-grade chemical processing and manufacturing to maintain market access and competitiveness.
This Wire brief sits within Fusion42's coverage of Climate Tech.
◆ ◆ The Wire takeaway
Your UK battery venture cannot rely on announced funds alone because supply bottlenecks and new trade rules will soon block exports without local refining and production. Secure partnerships to build or acquire midstream processing now to avoid losing access to the EU market.
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1 source · 30 Sep 2026
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