Does China's Export Control on LFP shake up the global battery market?

China's export controls on LFP shake up the global battery market; Tesla's success story in energy storage systems continues. China's export controls on LFP shake up the global battery market; Tesla's success story in energy storage systems continues. Every week, the battery landscape shifts in fascinating ways — this one is no different.

Do you need a license to export lithium ion batteries?

Specifically, exports of lithium-ion battery cells or packs with a weight energy density of 300 Wh/kg or higher will now require a license. In addition, specialized manufacturing equipment such as winding machines, lamination machines, liquid injection machines, and capacity cabinets are also listed as controlled items.

How important is lithium processing in China?

China accounts for over 60% of global lithium refining for batteries (S&P data). However, lithium processing is less critical. Western companies, like Albemarle and SQM, also hold significant expertise in lithium hydroxide and carbonate technologies, keeping them competitive in the lithium market.

Which materials are used in lithium-ion battery manufacturing?

The third category relates to graphite anode materials, which are widely used in lithium-ion battery manufacturing. Both artificial graphite and blended graphite anodes are included, along with specialized production technologies like granulation, graphitization, and coating processes.