Battery Manufacturing | ©https:// www.porsche-consulting.com/de/de/publikation/battery-manufacturing-2030-hype-hard-truths The study 'Battery Manufacturing 2030+: From Hype to Hard Truths', jointly conducted by Porsche Consulting, VDMA, Agora Strategy, and Fraunhofer ISI, provides a strategic reassessment of the global battery industry amid shifting market dynamics. Building on the earlier “Battery Manufacturing 2030: Collaborating at Warp Speed”  report, it highlights how the once-booming gigafactory expansion has entered a phase of slower, more uncertain growth. Executive Summary Gigafactory momentum is slowing, but the battery market continues to grow. Funding and industrialization risks threaten announced capacities in Europe and North America. Geopolitical fragmentation is reshaping the battery value chain. Regionalization, resource nationalism, and tech decoupling demand localized strategies and policy alignment for industrial resilience. Asian suppliers lead the battery equipment market, powering 90 percent of the first gigafactories. Newcomers are shifting from turnkey to cherry-picking single-process tools. The battery equipment market is expected to reach a cumulative value of € 250–280 billion by 2035, driven by rising demand, new gigafactories, factory upgrades, and tech integration needs. Success for equipment makers lies in specialization, alliances, and process know-how. Policymakers must back R&D, geopolitical risk management, and Europefocused funding criteria. Download the study:

Energie als Machtfaktor Download des Reports: Zusammenfassung Europa  ist einer der weltweit größten Netto-Importeure fossiler Energieträger . Es ist damit weiterhin anfällig für geopolitisch motivierte Lieferunterbrechungen oder Preisschocks. Europas Energiesicherheit ist auch nach dem Ende ihrer Abhängigkeit von russischem Öl und Gas neuen geopolitischen Risiken ausgesetzt. Grund hierfür sind die starken Verschiebungen auf den weiterhin dominanten fossilen Brennstoffmärkten. Insbesondere beim Erdgas ergeben sich durch die Exponierung im von den Vereinigten Staaten, Katar und Australien dominierten Flüssiggasmarkt neue Risiken . Auch erneuerbare Energien  sind durch den Zugang zu den für ihre Nutzung erforderlichen Zukunftstechnologien zum Spielball geoökonomischer Faktoren  geworden. Dies kann ihre Kostendegression verlangsamen, wenn nicht gefährden, mit negativen Auswirkungen für die erhofften langfristig positiven Preiseffekte des Umbaus des Energiesystems. Infolge von Chinas Dominanz bei Clean Tech droht Europa der Verlust heimischer technologischer Fähigkeiten. Bei Wasserstoff , einem zentralen Baustein einer CO 2 -neutralen Industrie, zeichnet sich ein konflikthafter Wettlauf um globale Standardsetzung  ab. Zugleich droht eine Verlagerung von Produktion in Regionen mit hohen erneuerbaren Energie-Ressourcen und niedrigen Kosten. Dies bringt etablierte Industrieländer unter Druck und kann zu protektionistischen Reflexen führen. Europas Energieversorgung  ist zunehmend hybriden Bedrohungen  ausgesetzt. Diese reichen von Cyberangriffen auf dezentrale Energiesysteme über Backdoor-Applikationen in erneuerbare Energie-Anlagen bis zu physischer Sabotage maritimer Infrastruktur. Zudem haben US-amerikanische Cloud-Dienstleister eine dominante Stellung im europäischen Energiesystem erlangt, während Lieferkettenrisiken bei kritischen Rohstoffen die heimische Bereitstellung sauberer Energietechnologien und damit die europäische Energiesicherheit infrage stellen.  Für Unternehmen bedeutet dies, die Sensibilisierung für geoökonomische Risiken in ihren Entscheidungen zu erhöhen. Sie müssen ein immer stärker (sicherheits-)politisch aufgeladenes Marktumfeld antizipieren und sektorale Strategien und Allianzen entwickeln, um diesen zu begegnen. Neben der Kostenkalkulation müssen Governance und Nachhaltigkeitskriterien in Zuliefererentscheidungen einbezogen werden. Auch müssen Firmen Redundanzen schaffen, Abhängigkeiten von einzelnen Daten- und Digitaldienstleistern vermeiden und Investitionen in Cybersicherheit auch als Investitionen in Energiesicherheit begreifen. Handlungsempfehlungen für Unternehmen finden Sie im Report (Download siehe oben)

I n the Agora Strategy Group geopolitics podcast “The Future of Power”, Dr. Timo Blenk (CEO) invites decision-makers from diplomacy, business, politics and the military to discuss current geopolitical developments on a monthly basis. The core of this project is to provide information about the influences of these developments and to create a sound basis for decision-making. This month's guest is Dr. Manfred Knof, an experienced German manager, financial expert and Senior Advisor at Agora Strategy! In the 35th episode of our podcast, Dr. Blenk and Dr. Knof discuss the current position of the financial sector, the influence of future technologies and Germany as a business hub!   You find our podcast with subtitles on Youtube: https://www.youtube.com/watch?v=-MH0CcU0PKY This month's highlights Geofinance: Central banks, reserve currencies and stablecoins under the microscope Banking of the future: Decentralized finance, new asset classes and AI Seizing opportunities: Capital markets union, digital identity and the digital euro as growth drivers     In-house announcements   All other episodes of the podcast “Agora Strategy Group” website “Agora Strategy Group” on LinkedIn Current projects, publications & events of the Agora Strategy team Agora Strategy Institute Executive Membership Agora Strategy Commentary: From Critical to Stable to Innovative: How Stablecoins Are Redefining Global Financial Power Agora Essential Reads: "Politische Zeitenwende" with Lena Schorlemer Agora Strategy Special Report: The strategic role of space and Europe's answer

Geopolitical risks and geopolitical developments are the two main topics of our Agora Strategy Institute. We regularly discuss their business implications and consequences for companies in our Executive Briefings. Agora Strategy Institute Agora Strategy offers international companies access to exclusive knowledge and networks. Over 300 experts from diplomacy, ministries, security authorities, the military and science provide in-depth regional and thematic insights. Our clients benefit from direct access to high-ranking stakeholders and receive tailored recommendations for action based on this expertise. The Agora Strategy Institute is Agora Strategy's think tank and is headed by former Ambassador Dr. Peter Ammon. It provides precise geopolitical analyses and individual reports that support Agora Strategy's advisory approach. The Institute assesses political risks and opportunities for corporate and investment decisions and analyzes global economic and geopolitical developments. In this way, it helps our clients make strategically sound decisions in a dynamic environment. Agora Strategy Institute Executive Membership The Agora Strategy Institute Executive Membership offers you an unparalleled benefits package designed to keep you well informed and at the forefront of geopolitical and geoeconomic developments important to your business. Become a Member Exclusive Access Connect with over 300 Institute experts, gaining insights that transcend conventional perspectives. Monthly Briefing Calls Stay ahead of the curve with exclusive calls featuring discussions with Agora experts on the most relevant geopolitical and geo-economic topics each month. Quarterly Geopolitical Calendar Receive a curated calendar highlighting key developments to watch, empowering you to anticipate and navigate critical shifts in the global landscape. Bespoke Agora Executive Briefings Access on-demand executive briefings, custom-tailored to address your specific business challenges and opportunities. Agora Event Invitations Participate in our exclusive Business and Diplomacy Breakfasts and Lunches as well as other Agora Events, where knowledge and networking combine for truly insightful experiences. November 05, 2025 | From Critical to Stable to Innovative From Critical to Stable to Innovative: How Stablecoins Are Redefining Global Financial Power Featured October 31, 2025 | Space The strategic role of space and Europe’s answer October 1, 2025 | France La France, inquiète: Macron has only one year to secure his economic and European legacy To Podcasts and Videos Agora Executive Briefings The Agora Strategy Institute regularly produces analyses of geopolitical risks and current political developments and events as well as their economic impact. Podcasts and Videos What current geopolitical challenges are shaping Germany and the world? In our well-known podcast “The Future of Power – The Geopolitics Podcast by Agora Strategy” and video reports, our experts discuss current topics from politics, the military and the economy with exciting guests. We do not analyze events in isolation, but also examine the interactions of different factors and how they influence the geopolitical situation worldwide. We provide you with in-depth insights and analysis to promote a deeper debate on complex geopolitical developments and discuss relevant issues. November 04, 2025 | Podcast Play Business model Germany: Rethinking transformation October 13, 2025 | Podcast Play Power Politics - Cyber, Fault lines, and Washington August 31, 2025 | Podcast Play Future warfare – how security is changing To Podcasts and Videos our contact persons Dr. Peter Ammon Ambassador (ret.) Dr. Peter Ammon is a former State Secretary of the Federal Foreign Office. He holds a doctorate in economics and was previously the Economic Director of the Federal Foreign Office for many years and subsequently the German Ambassador to France, the United Kingdom and the USA. One f... Dr. Elli-Katharina Pohlkamp Dr. Elli-Katharina Pohlkamp is Director at the Agora Strategy Group and Director of the Agora Strategy Institute. She is also a Visiting Fellow of the Asia Program at the European Council on Foreign Relations. Previously, she worked as a Japan analyst in Munich, as a policy fellow at the Progressi... Dr. Cornelius Adebahr Dr Cornelius Adebahr is Senior Fellow and Editor of the Agora Strategy Institute. In addition, he works as a political analyst and consultant based in Berlin and Rome. His expertise is on foreign and security policy, in particular regarding Iran and the Persian Gulf, as well as on European and trans... Would you like to contact the Agora Strategy Institute? Contact us Home / Agora Strategy Institute /

For our BERLIN location, we are currently looking for interns for at least 15 to 20 hours per week. Home / About us / Career / Intern in Berlin / Intern in Berlin About Agora Strategy Successfully navigating an interconnected and complex world requires a thorough understanding of the political environment. This is the only way to minimize risks, successfully manage crises and identify opportunities at an early stage. Agora Strategy is a leading geopolitical strategy consultancy specializing in political risk analysis, strategic policy advice and international crisis management. We also advise governments and government organizations on geopolitical issues. For our BERLIN location , we are looking for interns starting in February 2026 for at least 15 to 20 hours per week. Your tasks You will support the team in Berlin in the preparation and implementation of national and international customer projects in a wide range of areas, including: Research, structuring and preparation of geopolitical and economic policy topics as well as analysis of political contexts Media and policy monitoring Support in the preparation of reports and analyses, in written form and for presentations in German and English Preparation and follow-up of client meetings (meeting notes, minutes) Support in the organization of client events and own event formats, e.g. invitation and participant management or on-site implementation, as well as preparation of briefings for speakers Support in office management Your profile You... ... are studying political science, international relations, economics/business administration or a related degree program at Bachelor's (at least in your fourth semester) or Master's level with at least two semesters remaining. ... are interested in foreign and security policy as well as economic policy issues ... are articulate and have a very good command of English (C1) and German (C1), both written and spoken ... are resilient and enjoy working in a team ... are open and communicative ... have very good MS Office skills (Word, Excel, Power Point) ... have a talent for organization and improvisation and find creative solutions to unexpected problems ... work independently, structured and carefully Application We look forward to receiving your complete application documents (summarized in a PDF document) by e-mail with the subject “Intern Berlin” to: recruiting@agora-strategy.com . Application deadline is November 30, 2025 . The application should contain at least the following documents: Cover letter Curriculum vitae University certificates High school diploma If applicable, previous internship certificates and/or certificates of employment Please also let us know when you expect to complete your studies. Contact: Denice Wallnöfer Agora Strategy Group AG recruiting@agora-strategy.com https://www.agora-strategy.com

A selection of media articles and contributions from Agora Strategy’s experts on a range of current geopolitical issues as well as the relevant contact details for media enquiries. Home / About us / News / News Below you will find a selection of media articles and contributions from Agora Strategy’s experts on a range of current geopolitical issues as well as the relevant contact details for media enquiries. News October 4, 2025 Wolfgang Ischinger im Deutschlandfunk Interview October 05, 2025 | Wolfgang Ischinger im Deutschlandfunk Interview September 24, 2025 Dr. Timo Blenk und Christina Schäfer im human Magazin September 25, 2025 | Dr. Timo Blenk und Christina Schäfer im human Magazin September 21, 2025 General a.D. Domröse zur aktuellen Sicherheitslage September 22, 2025 | General a.D. Domröse zur aktuellen Sicherheitslage August 20, 2025 Dr. Timo Blenk im Creditreform Magazin, Interview August 18, 2025 | Dr. Timo Blenk im Creditreform Magazin, Interview August 20, 2025 Fabian Vetter on radio100,7's morning show August 20, 2025 | Fabian Vetter im radio100,7 Podcast July 19, 2025 Wolfgang Ischinger im MRD Aktuell Podcast July 20, 2025 | Wolfgang Ischinger im MRD Aktuell Podcast Go Go 1 / 3 Go Go Press statement September 9, 2025 Agora Strategy and SupplyOn: Strategic alliance for crisis-proof supply chains September 09, 2025 | Agora Strategy & SupplyOn September 3, 2025 Dr. Rainer Esser Appointed to the Supervisory Board of Agora Strategy September 03, 2025 | Dr. Rainer Esser zum neuen Aufsichtsrat ernannt November 26, 2024 5 questions to Prof. Dr. Kai Andrejewski November 27, 2024 | 5 questions to Kai Andrejewski November 5, 2024 Prof. Dr. Kai Andrejewski joins Agora Strategy Prof. Dr. Kai Andrejewski joins Agora Strategy: Expert in capital market and financial strategy strengthens Agora Strategy’s position as... August 7, 2024 Agora Strategy Appoints Fabian Vetter to the Executive Board August 08, 2024 | News July 23, 2024 Sandra Deutschländer zur neuen Aufsichtsrätin von Agora Strategy ernannt München, 24. Juli 2024 – Sandra Deutschländer ist seit Juli 2024 Teil des Aufsichtsrates von Agora Strategy. Sandra Deutschländer ist... Go Go 1 / 2 Go Go