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Industry Moves行业动向
UK EV Battery Sector Scales Up but Struggles to Build a Domestic Midstream英国电池产业迈向工业化，但中游产能建设仍存短板
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- Per Fastmarkets' July 23, 2026 report by Lee Allen, the UK's lithium-ion battery supply chain is accelerating from pilot to industrial-scale production, a shift discussed at the Battery Cells & Systems Expo.
- The UK risks losing critical battery materials and value overseas: most battery scrap and black mass generated domestically is still exported for refining, meaning critical minerals, jobs and commercial opportunities leave the country before re-entering the supply chain at a higher cost.
- Recycling and battery manufacturing capacity are growing, but key midstream processing gaps remain, a structural risk that threatens automakers' access to secure, cost-competitive domestic supplies of cobalt, nickel and other critical minerals for EV production.
- 据Fastmarkets 2026年7月23日报道（作者Lee Allen），英国锂电池供应链正加速从试点生产迈向工业化规模，相关议题在电池电芯与系统展览会（Battery Cells & Systems Expo）上被讨论。
- 英国面临关键电池材料和价值外流的风险：国内产生的电池废料和黑粉（black mass）大多仍被出口至海外精炼，导致关键矿物、就业岗位和商业机会在以更高成本重新进入供应链前就已流失。
- 英国的回收与电池制造产能正在增长，但关键的中游加工环节仍存在缺口，这一结构性问题威胁着车企以有保障、有成本竞争力的方式在本土获取钴、镍等电动车生产所需关键矿物。