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.
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.
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.
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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The new restriction covers preparation technologies for battery cathode materials, including lithium iron phosphate, lithium manganese iron phosphate, and phosphate cathode …
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Currently, China is the world''s largest exporter of battery technologies as well as the component parts and materials that are used to manufacture batteries, meaning global …
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