China mulls blocking exports of EV battery tech

By Hannah Northey | 01/03/2025 04:03 PM EST

China’s Ministry of Commerce is taking comment on a plan that would extend export restrictions to technology tied to the production of electric vehicle batteries.

A worker with car batteries at a factory

An employee works at a factory for Xinwangda Electric Vehicle Battery in Nanjing, China, on March 12, 2021. China is considering a plan to restrict exports of lithium iron phosphate cathodes and other minerals used in EV batteries. STR/AFP via Getty Images

China is considering restricting exports of technology used to process lithium used in electric vehicle batteries, accelerating a trade war as President-elect Donald Trump prepares to take office.

China’s Ministry of Commerce in a document released Thursday announced it was taking public comment on a plan that would extend export restrictions to technology needed to make certain types of batteries. Specifically, the document targets lithium iron phosphate cathodes, as well as lithium-iron-manganese-phosphate cathode and iron phosphates.

The announcement is the latest in a string of restrictions China is pursuing to lock in its control over supply chains tied to EVs, energy and military applications.

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Beijing most recently halted exports of gallium, germanium and antimony to the U.S., as well as superhard materials, while placing tighter controls on exports of graphite, a key ingredient in EV batteries.

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