US EditionChina Puts New Restrictions on EV Battery Technology in Latest Move to Consolidate Dominance
CHINA, JUL 17 – China requires government licenses for exporting key EV battery cathode and lithium processing technologies to protect its global market leadership, with Chinese firms holding 67% of market share.
- On July 15, China's Ministry of Commerce and Ministry of Science and Technology added advanced battery cathode and lithium refinement technologies to its export control list.
- Strategically, China, Bill Pan, correspondent at The Epoch Times, reports China imposed the new controls to consolidate its EV battery sector dominance, and these measures mirror restrictions on rare earth elements and magnets introduced three months earlier.
- Technically, Beijing applies controls to technologies for producing LFP, LMFP, and other phosphate-based cathode precursors, and they also restrict five upstream lithium extraction and processing methods.
- Liz Lee, associate director at Counterpoint Research, said the move `deepens the emerging geopolitical tech decoupling beyond materials to process IP`, and Vincent Sun, senior equity analyst at Morningstar, noted it `may take some extra time to see` regarding permit timelines.
- Many Chinese battery makers plan to localize production in Southeast Asia and the United States, and any overseas transfer of these technologies now requires special government-issued licenses.
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China puts new restrictions on EV battery technology in latest move to consolidate dominance
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