[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  kmartyn [@kmartyn5](/creator/twitter/kmartyn5) on x XXX followers Created: 2025-07-15 15:44:05 UTC From WSJ. China moves to protect LFP, Electric vehicle battery technology, and lithium extraction methods. “China is seeking to further consolidate its global lead over the U.S. in certain industrial areas by making sure crucial technologies won’t easily fall into the hands of foreign rivals. Its latest target: electric-vehicle batteries. China on Tuesday added technologies for producing materials used in EV batteries onto its list of export restrictions. Those include technology linked to battery-cathode materials production as well as nonferrous metal-processing technology, associated with raw materials in batteries. The move comes on top of China’s domination of the EV battery supply chain, from lithium processing to battery production. Now, Beijing is taking the next step to ensure other countries can’t easily catch up by raising the bar for foreign companies to acquire leading Chinese technologies. The restrictions, first proposed in January, require approvals from Chinese authorities in order for these technologies to be exported. “By managing emerging technologies across the entire EV industry, China, already a leader, can further strengthen its competitive position against other nations,” said Tang Jin, a senior researcher at Japan’s Mizuho Bank. The new restrictions hit as the West is increasingly aware of its overreliance on Chinese raw materials and industrial items, and of the pain China could inflict by cutting off supply. Since April, U.S. and European automakers have been grappling with the risk of production stoppages due to rare-earth magnet shortages that are widely used in EV motors, after Beijing tightened export restrictions of rare earths. The development comes days after Secretary of State Marco Rubio met with his Chinese counterpart, Wang Yi, for the first time and described the encounter as productive. Negotiations between the two countries are at the center of President Trump’s effort to reshape global trade. China’s Commerce Ministry said the latest revision reflects the country’s technological development. China “aims to safeguard national economic security and development interests as well as promote international economic and technological cooperation,” the ministry said in a statement. China already holds a firm grip of the world’s EV supply chain. China controls most of the world’s lithium processing, accounting for about XX% of the total capacity. It is also home to the world’s largest EV battery manufacturers including CATL, which supplies American automakers like Tesla and Ford. Last year, Chinese companies accounted for around XX% of the global EV battery market, according to South Korea-based SNE Research. Among the revisions announced Tuesday was a technology linked to battery-cathode production for LFP batteries, a type of lithium-ion battery widely used and known for safety and cost-effectiveness. Another was linked to lithium extraction and processing technologies. These are areas that China seeks to continue to lead in, given how lithium is indispensable for most advanced batteries, including next-generation solid-state batteries, Mizuho’s Tang said. China’s recent efforts to keep a leash on its production technology go beyond EV batteries. In 2023, China revised the list to add rare-earth related technologies including extraction and separation. In 2020, Beijing expanded the list to add drone-related technology. XX engagements  **Related Topics** [stocks technology](/topic/stocks-technology) [electric vehicle](/topic/electric-vehicle) [china](/topic/china) [Post Link](https://x.com/kmartyn5/status/1945147363653509237)
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kmartyn @kmartyn5 on x XXX followers
Created: 2025-07-15 15:44:05 UTC
From WSJ.
China moves to protect LFP, Electric vehicle battery technology, and lithium extraction methods.
“China is seeking to further consolidate its global lead over the U.S. in certain industrial areas by making sure crucial technologies won’t easily fall into the hands of foreign rivals. Its latest target: electric-vehicle batteries.
China on Tuesday added technologies for producing materials used in EV batteries onto its list of export restrictions. Those include technology linked to battery-cathode materials production as well as nonferrous metal-processing technology, associated with raw materials in batteries.
The move comes on top of China’s domination of the EV battery supply chain, from lithium processing to battery production. Now, Beijing is taking the next step to ensure other countries can’t easily catch up by raising the bar for foreign companies to acquire leading Chinese technologies.
The restrictions, first proposed in January, require approvals from Chinese authorities in order for these technologies to be exported. “By managing emerging technologies across the entire EV industry, China, already a leader, can further strengthen its competitive position against other nations,” said Tang Jin, a senior researcher at Japan’s Mizuho Bank.
The new restrictions hit as the West is increasingly aware of its overreliance on Chinese raw materials and industrial items, and of the pain China could inflict by cutting off supply. Since April, U.S. and European automakers have been grappling with the risk of production stoppages due to rare-earth magnet shortages that are widely used in EV motors, after Beijing tightened export restrictions of rare earths.
The development comes days after Secretary of State Marco Rubio met with his Chinese counterpart, Wang Yi, for the first time and described the encounter as productive. Negotiations between the two countries are at the center of President Trump’s effort to reshape global trade.
China’s Commerce Ministry said the latest revision reflects the country’s technological development. China “aims to safeguard national economic security and development interests as well as promote international economic and technological cooperation,” the ministry said in a statement.
China already holds a firm grip of the world’s EV supply chain. China controls most of the world’s lithium processing, accounting for about XX% of the total capacity. It is also home to the world’s largest EV battery manufacturers including CATL, which supplies American automakers like Tesla and Ford. Last year, Chinese companies accounted for around XX% of the global EV battery market, according to South Korea-based SNE Research.
Among the revisions announced Tuesday was a technology linked to battery-cathode production for LFP batteries, a type of lithium-ion battery widely used and known for safety and cost-effectiveness.
Another was linked to lithium extraction and processing technologies. These are areas that China seeks to continue to lead in, given how lithium is indispensable for most advanced batteries, including next-generation solid-state batteries, Mizuho’s Tang said. China’s recent efforts to keep a leash on its production technology go beyond EV batteries. In 2023, China revised the list to add rare-earth related technologies including extraction and separation. In 2020, Beijing expanded the list to add drone-related technology.
XX engagements
Related Topics stocks technology electric vehicle china