US Edition
China Puts New Restrictions on EV Battery Technology in Latest Move to Consolidate Dominance
CHINA, JUL 17 – China requires government licenses for exporting key EV battery cathode and lithium processing technologies to protect its global market leadership, with Chinese firms holding 67% of market share.
- On July 15, 2025, China introduced new controls limiting the overseas transfer of eight critical technologies related to electric vehicle battery production, with a particular emphasis on cathode materials and lithium extraction processes.
- These controls follow earlier restrictions on rare earth elements introduced three months ago and emerge amid China's effort to consolidate dominance in EV battery supply chains.
- The restrictions require government licenses for overseas technology transfers, targeting upstream process IP rather than battery cell assembly, and cover lithium iron phosphate battery material technologies.
- Chinese EV battery makers control at least 67% of the global market, with lithium iron phosphate batteries accounting for 40% of the EV market capacity, making China central to supply chains.
- The new export licensing could complicate Chinese manufacturers' plans for overseas expansion, while the U.S. pursues domestic extraction of critical minerals like gallium to reduce reliance on Chinese imports.
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China imposes restrictions on EV technology exports
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- 67% of the sources are Center
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