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China imposes new export controls on lithium

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Technical FAQs 4

Why has Beijing added battery cathode material preparation technology to its restricted export list?

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 licences to balance development and security.

How will China's Lithium decision affect the battery industry?

The Decision will likely have a significant impact on China's battery industry and the global supply chains for lithium-ion batteries and related products. China is a major producer and exporter of lithium battery materials, components and equipment.

Why is China a major supplier of battery materials?

Cathode materials are key to battery performance and cost, and China currently supplies a majority of these materials worldwide. With this move, China is making it more difficult for foreign companies to obtain Chinese technologies, ensuring other countries cannot easily catch up to its dominance in the area.

Are China's new battery controls a threat to cross-border partnerships?

The new controls, by contrast, give Beijing sway over most of China's high-value battery-related exports – and raise serious questions about the future of cross-border partnerships, such as the Ford-CATL licensing tie-up.

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