China has announced new export control measures targeting a wide range of lithium battery technologies, materials, and manufacturing equipment.
The decision, approved by the State Council, will take effect on November 8, 2025, and is intended to safeguard national security, meet international non-proliferation obligations, and regulate the export of critical dual-use items (goods, software and technology that can be used for both civilian and military applications), the Chinese MInistry of Commece announced on its website on October 9.
The controls cover three major categories: high-performance lithium-ion batteries, cathode materials and precursors, and graphite-based anode materials.
Specifically, exports of lithium-ion battery cells or packs with a weight energy density of 300 Wh/kg or higher will now require a license.
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Thanks Marija, China’s new export controls on lithium-ion battery technology could have significant global implications. Limiting high-performance batteries and key materials may affect supply chains, especially for electric vehicles and renewable energy storage. While national security is cited, this move also adds another layer to ongoing trade tensions with the US. It will be interesting to see how manufacturers adapt and whether alternative sources or innovations emerge to mitigate the impact.