The restrictions China implemented include three core technologies linked to battery-cathode production for lithium iron phosphate (LFP) batteries, a popular type of lithium-ion battery
Discover how shifting energy demands and technological advancements are reshaping global trade patterns for LFP batteries and solar modules. Why the World is Embracing LFP Batteries and Solar
Key Considerations for Global Battery Supply Chain Industries Focus on upstream and midstream technologies: This round of tightening regulations for technology export focuses on the
China''s lithium-ion battery exports surged 47% to 78 GWh through October 2025, driven by a 102% jump in stationary storage shipments and a 12% rise in EV battery exports. Europe
From Q4 2025, China will cancel the 13% VAT rebate previously applied to exports of solar modules and storage systems. With China supplying over 80% of global solar modules and 90% of lithium iron
This latest move builds on China''s earlier export controls on natural graphite, lithium iron phosphate (LFP) cathode active material (CAM), and lithium processing technologies.
Beijing has added battery cathode material preparation technology to its restricted export list. The move affects lithium iron phosphate (LFP) and related technologies, requiring export
Restrictions are being applied to three technologies used to make intermediate substances needed for battery cathodes – including those used to produce lithium iron phosphate
China introduces new export restrictions on lithium battery technologies, focusing on lithium iron phosphate and extraction technologies, impacting global supply chains.
According to data released by China Customs, from January to September 2025, China''s total export value of lithium batteries reached USD 55.38 billion, representing a year-on-year
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