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China Proposes New Export Restrictions on EV Battery and Mineral Technologies

The proposed rules target lithium and gallium processing technologies, further escalating the tech trade conflict with the U.S.

  • China's Ministry of Commerce has proposed restrictions on exporting technologies used in processing lithium and gallium, as well as EV battery cathodes.
  • The proposed measures, open for public comment until February 1, aim to strengthen control over critical technologies where China holds global dominance.
  • This follows recent bans by China on exporting key semiconductor materials like gallium and germanium to the U.S., responding to U.S. export controls on advanced chips and equipment.
  • China also added 28 U.S. companies, including major defense contractors, to its export control list, citing national security concerns.
  • Experts suggest these restrictions may help China maintain its significant share in global lithium processing and secure domestic battery supply chains as EV demand grows.
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