This radical China decision could upset the world battery market from 2025

Similarly,

This radical china decision could:

China jealously retains its technological advance in the batteries. Therefore, On July 15. Therefore, the Chinese Ministry of Economy (MOFCOM) changed its catalog of technologies whose exports are limited, to target the main manufacturing bricks of lithium-phosphate battery materials (LFP), as well as lithium refining. In addition, The decision, which was announced in January, risks complicating the construction of a LFP value chain outside China.

Cheaper batteries. For example, lithium refining – This radical china decision could

The LFP chemistry, which makes it possible to make more robust and especially cheaper batteries than those with traditional cathodes (NMC, for Nickel-Mangannesis-Cobalt) has been highly raised in power for five years. Consequently, It represents almost half of the batteries produced in 2024. Nevertheless, is already dominant in China, where all champions of the sector are located. Furthermore, Limiting technology transfer-export of technical knowledge. In addition, know-how, or engineering this radical china decision could is now subject to license grant-should help Beijing keep its advantage, while continuing to export its own products freely.

In detail. the most advanced technologies for preparing materials CATHODS LFP (the main metric being the density of the material) are concerned, including those which contain manganese (LMFP) and active precursors for these materials. Different refining technologies and lithium purification for batteries are also targeted.

“It is chemistry that all battery manufacturers are watching”

«The LFP is the chemistry that all battery manufacturers are watching. But today. only the Chinese really master it Recently explained Fabrice Renard, of the specialized firm Avicenne Energy, at the New Factory. China today has several advanced batteries manufacturers on the LFP such as CATL or BYD … but also more than 25 materials for manufacturing materials for these batteries (including the head trio: Hunan Yuneng. Shenzhen Dynamonic and Wanrun New Energy). According to this radical china decision could figures transmitted to the new factory by the Avicenne Energy firm. China was at the source of 98% of the 2.3 million tonnes of LFP materials produced in the world in 2024. The first producer outside the country is Lopal, a company installed in Indonesia but … Chinese.

Beijing’s decision should therefore logically slow down the establishment of complete value channels outside China. while several Gigafactory projects of LFP batteries are under construction in the world, not only by Chinese actors. The materials of materials of materials that will feed these gigafactories are much rarer. although some South Koreans, such as L&F, are positioned on the niche.

For several years. Beijing has multiplied these measures to control the exports of critical materials and affiliated technologies, on which the country has developed real expertise. In December 2023. China notably restricted the export of technologies relating to the separation and treatment of this radical china decision could rare land, as well as to the production of permanent magnets. Taking advantage of the quasi-monopoly he kept on their production. the Asian giant then tightened the screw by imposing permits to export seven rare “heavy” and various permanent magnets, inducing great difficulties within the world automotive industry.

Further reading: Employment increasing in Canada for the first time since January“Take 20 seconds to save 20 minutes”: the staff launched a petitionThe United Kingdom plans to invest € 163 million in Eutelsat – 07/10/2025 at 15:05“Everything he had, he deserves it”: who is Denis Le Vot, the discreet Breton expected at the general management of Renault?Pedophilia: Can we alert the population after a release?.

Comments (0)
Add Comment