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Canny Curtailment & Cathode Constraints Cushion China Concerns
China’s Ministry of Commerce and Ministry of Science and Technology announced new export controls on lithium iron phosphate, lithium manganese iron phosphate and phosphate cathode technologies. These technologies are critical to batteries for electric vehicles and renewable energy. Officials say the move balances security and innovation, ensuring controlled global cooperation. New licensing also covers five lithium processing methods. Though market reaction was limited, experts believe global battery production strategies could shift as a result.
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