Insight: China’s Battery Export Controls — Balancing Leverage with Long-Term Influence
1 Min Read Oct 10, 2025
Examine how China’s new EV battery material export controls could reshape global supply chains - and whether its strategy risks backfiring.

China’s recent export controls on key EV battery materials underscore its determination to control upstream supplies, but could this strategy backfire? This analysis explores the delicate balance between maintaining strategic control and protecting its global market influence, and considers the impacts on Chinese suppliers, Western automakers, and semiconductor firms within the EV sector.
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