Directory profiles · Battery Business Directory
Organizations mentioned or cited on this 2025 report page. A historical mention does not establish current products, availability or endorsement.
Sources and links on page 715 (1)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
Text on page 715
US Hikes Tariffs on All Trade Partners Cost pressures are squeezing profitability Since returning to office, President Trump has sharply hiked import tariffs. Key risks:
While the US is largely self-sufficient in EV and automotive battery assembly, it lacks a domestic supply chain for critical components such as cathode and anode materials.
The country also lacks LFP battery production, a key technology for energy storage systems and affordable EVs.
China dominates global supply of LFP cells, CAM, and graphite.
US-based battery producers remain heavily reliant on cathode imports from South Korea and Japan, both of which are now subject to 15% reciprocal tariffs.
Impacts: So far, the impact of escalating trade barriers is seen in driving up production costs, squeezing margins, and spurring massive front-loading of procurement ahead of further tariff hikes. Source: Content & analysis provided by CRU Group (Distinguished Partner).For more information, visit crugroup.com. *In addition to imports from China, US relies on a Chinese-origin company in Indonesia for LFP CAM.
Extracted from the PDF; charts and images may read imperfectly.
More in Policy (3)
Page 715 · 10/18