China''s battery export curbs could reshape global
China has announced new export control measures targeting a wide range of lithium battery technologies, materials, and manufacturing
The export ban is intensifying the race to innovate outside China. Alternatives like sodium-ion batteries and novel lithium processing methods are emerging as viable options. Qianran He, an investor at TDK, stresses the importance of acting now. “First graphite, then LFP—there are more joining the ban list.
In consumer electronics, previously exempt battery shipments valued under $800 are now included in the tariff structure following the policy change. This shift has affected U.S. handheld device batteries and backup battery unit importers. 2. Challenges in Importing Lithium Batteries Under China Tariffs
China exported $10.8 billion of Li-ion storage batteries to the United States in 2023, accounting for 72 percent of all US imports of the product. Chinese imports are particularly important in the storage market. These li-ion storage batteries are useful for decarbonizing the US power sector and complementing solar generation.
Industry data shows that importers of lithium battery systems now face increased customs scrutiny, with classification codes determining exact rates. Many battery packs assembled in the U.S. still rely on imported cathodes, anodes, and electrolytes in the electric vehicle sector.
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