KATHMANDU: China will introduce new export controls on lithium batteries and graphite anode materials starting November 8, 2025, according to the Global Times.
The Ministry of Commerce (MOFCOM) and the General Administration of Customs announced the decision to protect national security, support key industries and meet international non-proliferation goals.
The new rules will apply to high-energy lithium-ion batteries with an energy density of 300 Wh/kg or more, advanced cathode materials like lithium iron phosphate and precursors such as nickel-cobalt-manganese hydroxide. Certain related manufacturing equipment and technologies will also be restricted.
For graphite, both artificial and mixed graphite anode materials will face export limits, along with furnaces, reactors and coating machines used in their production.
Exporters will need special permits from MOFCOM and must clearly label controlled goods as “dual-use” in customs filings. Items under review will not be cleared for export.
According to Global Times, the new measures tighten China’s control over critical materials essential to the global battery industry.
Analysts say this move matches China’s plan to strengthen its manufacturing and technology. As demand for batteries and related materials grows, these export controls could change supply chains and global competition.
