China tightens export controls on battery materials, rare earths and EV tech

In a move that could reshape global supply chains for electric vehicles (EVs) and renewable energy, China has announced fresh export controls on a range of critical materials and technologies used in lithium batteries, cathodes, and graphite anodes, industry sources said.

The Chinese government has also imposed restrictions on the export of certain electric vehicle technologies, tightening its grip over key inputs in the global clean energy ecosystem.

According to industry sources, Beijing is adding at least five new categories of rare earth magnets to its export control list. This could impact sectors from EV manufacturing to wind turbines and consumer electronics.

The new export curbs are expected to take effect from November 8, with exporters required to seek additional clearances before shipments.

Analysts believe these measures are likely a response to the United States’ recent curbs on semiconductor and chip exports to China, as the technology rivalry between the world’s two largest economies continues to deepen.

China dominates the global supply of graphite, rare earths, and battery-grade materials, giving it significant leverage in clean energy manufacturing. The latest restrictions are expected to heighten concerns among automakers and electronics firms dependent on Chinese imports.Read about our editorial guidelines and ethics policy