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China Sets Proposal To Restrict Technology Exports For LxFP CAM And Lithium Processing HIGH-END TECHNOLOGY WOULD REMAIN IN THE HANDS OF CHINESE COMPANIES On 1/2/2025, China’s Ministry of Commerce set out a proposal to restrict the export of certain LxFP CAM and lithium processing technologies. Similar plans have been made by China for other high-tech industries, partially as a geopolitical response, and partially as a strategic move to maintain Chinese dominance in supply chain stages. Most LFP pipeline projects are fully owned by Chinese companies, but this proposal would affect joint ventures with foreign partners, especially Korean companies. The specifications for CAM exceed the current industry average - correlating to new high-compaction-density LFP - meaning lower-grade material and ‘legacy technology’ would not be restricted. If implemented, non-Chinese companies may take longer to achieve and scale up similar cost and technical advancements in LFP and lithium refining. Source: Content & analysis provided courtesy of CRU Group (Distinguished Partner). For more information, visit https://www.crugroup.com.
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