GoKawiilDutch startups LeydenJar and Powall bet on niche battery tech to rival Asia
Dutch companies LeydenJar and Powall are not manufacturing complete batteries but specializing in critical components, such as battery anodes, aiming to secure a strategic foothold in the global battery supply chain. LeydenJar's Christian Rood likens this approach to ASML's dominance in semiconductor equipment, where being indispensable in one production step grants outsized influence over an entire industry.
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Europe lags behind Asia in full-scale battery manufacturing, so carving out high-margin, specialized niches could be a more realistic path to industrial relevance than competing head-on. However, analysts warn that China is actively working to replicate or replace such critical technologies, meaning even a strong niche position offers no permanent advantage without broader European strategy and investment.
- LeydenJar and Powall focus on specialized battery components rather than full battery production.
- The strategy mirrors ASML's model in semiconductors, seeking indispensable status in the supply chain.
- Analysts warn China is racing to develop rival niche technologies, threatening Europe's edge over time.
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Published there as: “Can Europe recharge its battery industry?”
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