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China Enforces New Export Controls on Eight Key EV Battery Technologies

Beijing says the licensing regime will safeguard national economic security, triggering a shift toward localized battery production globally.

BYD electric cars waiting to be loaded to the automobile carrier BYD "Shenzhen", which will sail to Brazil from the Taicang Port in Suzhou, in China, on April 27, 2025.
Employees work on a production line of electric car charging station at a factory in Ruichang, in central China's Jiangxi province on July 9, 2025.
A worker from Chinese electric vehicle company NIO sits in a car during its final inspection at the end of the automated production line at the company's manufacturing hub in Hefei, China, on January 17, 2025.
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Overview

  • The new rules require government-issued permits for overseas transfer of eight critical EV battery technologies, including three cathode precursor processes and five lithium extraction methods.
  • These export controls took effect July 17 under directives from the Commerce Ministry and the Ministry of Science and Technology.
  • Beijing says the measures aim to safeguard national economic security and development interests by limiting foreign access to proprietary battery know-how.
  • China’s firms hold more than two-thirds of global EV battery production capacity and dominate lithium processing and LFP cathode supply.
  • Automakers and battery makers in the U.S., EU and Asia are assessing permit timelines and expanding local production to mitigate potential supply bottlenecks.