97% of cathode components used in European battery production are imported from abroad.

Omissions

• The MEP did not cite any source for the 97% figure.
• The 97% figure appears to match IEA data for anode active materials (97%+ China global share), not cathode materials (~90%). The speaker may have conflated cathode and anode statistics.
• The IEA data refers to global manufacturing capacity share held by China, not specifically the share of cathode components imported by Europe. European import dependency could differ from China's global market share.
• No primary source was found that directly measures the percentage of cathode components used in European battery production that are imported.

Sources

• PrimaryIEA Global EV Outlook 2024China represents nearly 90% of global installed cathode active material manufacturing capacity and over 97% of anode active material manufacturing capacity.
• SecondaryDGAP (German Council on Foreign Relations)Data from Fraunhofer ISI shows that, by 2024, Chinese companies owned between roughly 75 and 85 percent of market share in all these components.