China already controls more than 80% of the world's electric vehicle batteries.

Omissions

• The >80% figure refers specifically to battery cell PRODUCTION (and manufacturing capacity), not to global battery installations/market share: according to SNE Research, Chinese firms held about 72-73% of global EV battery installations by market share (e.g., ~72.6% in early 2025; CATL+BVD ~55.6% of installations in 2025).
• The same IEA report notes that the EU and US account for only 6-7% each of global battery cell production, and that China also dominates upstream segments (about 85% of cathode active material production), which further supports the claim's thrust.
• The publication date of the IEA Global EV Outlook 2026 could not be pinned to an exact day; the report covers 2025 data and was published in 2026, before the session date of 2026-07-07, so the MEP could have known it.

Sources

• PrimaryIEA – Global EV Outlook 2026, Electric vehicle batteries chapterChina accounts for over 80% of the global total, while the European Union and the United States account for 6-7% each. Building production capacity is only the ...
• PrimaryIEA – Global EV Outlook 2026, Executive summaryChina accounted for over 80% of battery cell production in 2025 and even higher shares of production of the active materials in EV batteries.
• PrimaryIEA – Global EV Outlook 2026, Manufacturing and trade chapterIn 2025, China accounted for 70% of electric car production and over 80% of battery cell production, as well as about 85% of global production of cathode active materials.