CHINA

China Adds High-End Lithium Batteries to Export Control List

Published: Oct. 10, 2025 1:42 a.m. GMT+8

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A worker assembles new batteries for power banks in Wuhan, China. Photo: Bloomberg

China announced new export controls on high-performance lithium-ion batteries and related materials on Thursday, a move that could reshape global supply chains for electric vehicles and advanced energy storage. The decision broadens Beijing’s existing restrictions on cutting-edge battery technology and underscores its determination to treat strategic industries as matters of national security.

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China imposed new export controls on advanced lithium-ion batteries and materials, requiring export licenses from November 8, 2025, to safeguard national security.
The rules target high-density, next-generation batteries and related equipment, potentially disrupting U.S. and European battery supply chain localization.
China exported 3 billion lithium-ion batteries worth $48.3 billion from January to August 2025; Germany was the top destination, with U.S. exports declining after higher tariffs.

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