"Cutting useful subsidies while showing blind confidence in immature technologies are two sides of the same inertia," warns Jean-Yves Pidoux, the former director of the SIL.
Published for the first time by the AES, this tool dedicated to the security of the electricity supply paints a potentially critical picture of the country's situation within a quarter of a century.
"In 2025, all of the batteries presented at SNEC Storage in Shanghai were LFP, a sign that this chemistry has established itself as the new standard," says Lionel Perret, head of the renewable energy sector at Planair.
"Recycling therefore appears to be a solution for strengthening European sovereignty: it would help secure the industry's supply while limiting the opening of new mines," explains Valentin Vigier for La Financière de l’Échiquier.
Abandoned by Tesla a decade earlier, battery swapping has not yet said its last word. The system is making a comeback in the West through Chinese manufacturers like Nio or the battery king, the giant CATL.
More and more trucks are crisscrossing North American and European roads despite two underlying problems: their price and the lack of charging infrastructure.
