Johannes Schöll
P3 group GmbH
Day 2 (November 6, 2024)
2:45 p.m.
Ferrum
LFP battery cells from European production - a matter of course in the future or not feasible? Opportunities and challenges of a domestic LFP supply chain
The continuously increasing electrification rates in Europe are leading to a greater need for market segmentation of electric vehicles to cover a broader market offering. In addition to the need for performance improvements, the urgency of OEMs to offer safe and cost-effective options is becoming increasingly important. As a result, LFP batteries are gaining more and more attention from European battery manufacturers. Currently, over 95% of LFP cell supply comes from China, where market leaders such as CATL benefit from their large-scale production facilities, subsidies and low operating costs.
Localizing the LFP supply chain in Europe has the potential to shorten lead times, transfer know-how and enable joint developments for this technology. For this reason, Chinese Tier 1 suppliers and European newcomers are working hard to establish production facilities in the EU. In addition to localization, production conditions such as labor or energy costs will also change, leading to the key question of whether locally produced LFP battery cells can actually remain the most cost-efficient solution for electric vehicle batteries.
This question as well as the opportunities and challenges of European LFP cell production will be discussed in this presentation. It will provide a deeper insight into the changes in the cell cost structure and compare them with current NMC-based market solutions.
Curriculum vitae
Johannes Schöll has three years of experience in the production of lithium-ion cells. His expertise includes production and cell analysis for both pilot and GWh production plants of lithium-ion cells, cost engineering for current and future lithium-ion battery technologies as well as post-mortem analysis of batteries including backward costing and manufacturing evaluation. He has also conducted global evaluations of battery supply networks, assessed the market potential for batteries and analyzed customer and competitive landscapes in the battery industry.
He has also evaluated next-generation cell technologies such as sodium-ion and silicon anodes and gained experience in mechanical engineering and manufacturing machine design. His work includes global trend analysis of the energy transition, including renewable energy and electromobility. Johannes Schöll is proficient in Python and CAD and holds both an M.Sc. and a B.Sc. in Mechanical Engineering from OTH Regensburg.