Europe is building battery storage infrastructure at record pace — but almost all of it rests on supply chains that run overwhelmingly through China. In a new article in Expansion, Dario Bertagna, Senior Managing Director and Co-Head of Clean Energy, examines a structural vulnerability in Europe’s energy supply.
The piece traces why lithium-ion phosphate battery technology, the proven workhorse of grid-scale storage, leaves the continent exposed, and why sodium-ion — long regarded as promising but immature — has quietly reached an inflection point. Dario sets out the technology's advantages for stationary storage, the cost gap that still has to close, and the strategic case for a Western supply chain.
His conclusion: replacing imported gas with batteries manufactured in a single foreign country is not energy independence. Genuine security means building across the full value chain — and that is where the long-term investment opportunity lies.
Article available in Spanish only.