China's Battery Technology Export Restrictions – Cathode, Lithium, Gallium

On 15 July 2025, China's Ministry of Commerce ("MOFCOM") and Ministry of Technology jointly issued an amendment ("Amendment") of the Catalogue of Technologies Subject to Export Prohibitions and Restrictions (《中国禁止出口限制出口技术目录》) ("Catalogue") which took effect immediately upon publication.

The official Amendment follows a consultation draft published in January this year.

The Amendment imposes export restrictions on key technologies relating to critical battery materials and minerals, impacting the upstream and midstream battery supply chain. This includes restrictions on cathode electrode material preparation technology on LFP and LMFP, lithium carbonate / lithium hydroxide preparation technology as well as gallium processing technologies. LFP and LMFP cathode, lithium carbonate and lithium hydroxide being some of the most critical battery materials and chemicals required for the manufacturing of battery cells.