What Happened
United Kingdom Poised for Electric Vehicle Growth Amid Zero Emission Mandate
The United Kingdom Automotive Energy Storage System market is poised for rapid expansion, driven by the country’s Zero Emission Vehicle mandate requiring 80% of new car sales to be electric by 2030 and 100% by 2035. Lithium-ion pack chemistries dominate the market, with a structural shift from high-nickel NMC towards lower-cost LFP chemistries accelerating. The UK remains heavily import-dependent for cells and completed packs, but domestic cell production capacity could rise to 25-35% by the early 2030s. The market is expected to grow at a compound rate of 20-25% from 2026 to 2030, with the cumulative installed capacity of AESS on UK roads potentially reaching 500-650 GWh by 2035. This growth was reported by Unknown Source.