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China has imposed fresh export restrictions on vital EV battery and lithium processing technologies to reinforce its global lead. What does this mean for the global EV market? These controls require a government license for overseas technology transfer, affecting firms like BYD, CATL, and Gotion. While analysts say the short-term impact may be limited, the long-term outcome could accelerate global supply chain localization. Why is China doing this? The Commerce Ministry says it’s to protect national security and economic interests. Will this slow Chinese expansion or boost Western battery independence? Time and permit clarity will tell.
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