The Battery Question: Why Europe Must Learn to Scale

Batteries are no longer just a component of electric mobility — they have become a strategic lever for industrial resilience, geopolitical independence and economic competitiveness. At an Executive Dinner in Munich, leaders from across sectors explored what Europe needs to do now to shape its industrial future.

Natascha Zeljko | Nov 24, 2025

On November 20th, 30 leaders from business, start-ups, academia, politics and investment gathered at MURAL in Munich — a former municipal substation that once distributed electricity across the city. Few venues could have better framed the conversation: a place designed to distribute energy became the stage for a discussion on how Europe will distribute industrial energy in the years ahead — knowledge, value creation, talent and courage.

The evening centered on the theme:

“The Battery Question — What Makes an Economic System Successful in the Years Ahead?”

Rather than a conference setup, the long dinner table invited openness, honesty and genuine curiosity. What emerged was not a debate, but a shared sense of urgency — and responsibility.

A clear call for industrial courage

In his keynote, expert Tilmann Vahle offered a compelling perspective on why Europe is under pressure to act. His message was clear:

“Engineering excellence alone won’t secure industrial sovereignty — value creation and manufacturing capability at scale will.”

Vahle emphasized that while Europe has world-class universities, deep engineering talent, and a strong track record of innovation, it lacks the ability to scale as fast and boldly as global competitors.

“We have the brains — what we’re missing is the willingness to build big and build fast.”

The role of start-ups in a new industrial era

Carlo Wilhelm of tozero, a Munich-based start-up focused on battery recycling, underscored the opportunity that lies in recovering critical materials and building closed-loop supply chains in Europe.

“Circularity isn’t a buzzword — it’s a strategic resource question. And Europe can win here if we move from pilot to scale.”

His contribution highlighted that start-ups are not peripheral to industrial transformation — they are essential accelerators.

KEY TAKEAWAYS

What the evening made clear:

  • Europe must rebuild deep industrial value creation, not only final assembly.
  • Manufacturing capability and scale-up speed will determine competitiveness.
  • Talent and education are strategic levers — Europe has excellence, but does not yet leverage it fully for industrial acceleration.
  • Cross-sector collaboration is more important than incremental optimization.
  • Action should replace hesitation — and courage must replace perfection.

As one guest summarized in a follow-up message:

“An inspiring evening in an exceptional location — with people who genuinely want to make things happen.”

CONCLUSION

The dinner demonstrated that transformation does not begin in panel discussions or legislative frameworks — it starts around tables, where people listen, challenge, and commit to doing things differently.

The battery question is not only technological, but a cultural one:
How do we want to build the future — and with what attitude?

The answer is not finished.
But on this evening, it took shape clearly.