New export restriction on battery technologies from China
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Move to protect global sovereignty
If the proposals are implemented, this move would be another step towards maintaining China’s global dominance over critical minerals. China is currently developing lithium processing technology and materials used in battery production. has a market share of 70 percent. Adam Webb, director of battery raw materials at Benchmark Mineral Intelligence consultancy company, stated that this move was made to secure China’s domestic battery supply chain.
These restrictions on technology exports may affect not only Western manufacturers but also China’s large battery manufacturers. CATL, Gotion ve EVE Energy The growth plans of giant companies such as abroad may be disrupted due to this decision. Moreover gallium extraction Some technologies used for this are also included in this scope. It is also noteworthy that these proposals were announced before Donald Trump’s second term as president. After taking office, Trump is expected to impose tariffs and trade restrictions, especially targeting China.
On the other hand, it is not yet clear when these proposed restrictions will come into force. However, this decision, which will be shaped by public comments, may deeply affect the global battery industry and the supply chain on critical minerals. Lithium in batteries is used in a wide range of areas, from electric vehicles to energy infrastructure systems. Gallium is used in semiconductors, solar panels and aerospace industries.
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