China Considers Export Controls on Key Lithium Battery Technologies
China is evaluating new export restrictions on technologies essential to lithium-ion battery production, a move that could have significant implications for the global electric vehicle (EV) and clean energy industries. According to a report from Caixin, the Ministry of Commerce has proposed adding battery cathode production technologies, as well as methods for extracting and processing lithium, to its controlled export list.
The proposed changes also include restrictions on gallium extraction technology, a critical component in semiconductor manufacturing. Meanwhile, three construction-related technologies are slated for removal from the list. Items on the controlled export list will require an export license, with unauthorised exports strictly prohibited. The Ministry of Commerce will accept public comments on the proposal until February 1.
If enacted, the restrictions would reinforce China’s dominant position in the global lithium battery supply chain. The affected technologies include those used to produce lithium iron phosphate cathodes, lithium iron manganese phosphate cathodes, and iron phosphates—areas where China already leads the industry.
Experts suggest that such measures could have far-reaching effects on global supply chains for EV batteries and clean energy technologies, increasing dependency on Chinese technology and resources. The proposals come as nations around the world intensify efforts to secure domestic supply chains for critical materials and technologies.
