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Verkor is a French battery-cell manufacturer that opened its first gigafactory in Bourbourg, near Dunkirk, in December 2025 — an initial 16 GWh/ year of capacity (target 50 GWh by 2030), enough for roughly 300,000 EVs a year.
Privately held; no majority/controlling shareholder disclosed. Series C round (2024, >EUR850m equity) named Macquarie Asset Management and Meridiam as lead/cornerstone investors; other participants include Renault Group, EQT Ventures, EIT InnoEnergy, Sibanye-Stillwater, Bpifrance, Credit Agricole Assurances, Fonds Strategique de Participations and CMA CGMs PULSE fund. Individual stake percentages not disclosed. GLEIF carries an LEI for Verkor but reports no parent, consistent with a privately-held multi-investor company rather than a subsidiary.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇪🇺 EU accounts for 100% of severity-weighted pressure.