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He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":578,"content":579},"doc",[580,605,618,623,628,635,640,645,657,662,674,686,691,696,707,715,720,741,746],{"type":581,"attrs":582,"content":583},"paragraph",{"textAlign":49},[584,587,595,597,603],{"text":585,"type":586},"China proposed a new set of restrictions on the export of technologies relating to ","text",{"text":588,"type":586,"marks":589},"lithium processing",[590],{"type":591,"attrs":592},"link",{"href":593,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/low-prices-spark-mergers-and-closures-lithium-2024-in-review?_branch_match_id=1544411500682995095&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWz3YJ9ityNDQpCUiyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAJ2vQLEgAAAA%3D","url",{"text":596,"type":586}," and some types of ",{"text":598,"type":586,"marks":599},"cathode active materials",[600],{"type":591,"attrs":601},{"href":602,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/chinese-companies-will-account-for-80-of-europes-lfp-cell-supply-but-can-ex-chinese-catch-up?_branch_match_id=1544411510431799892&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWTzIIyTIJcskN80%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAmQG3V0gAAAA%3D",{"text":604,"type":586},".",{"type":581,"attrs":606,"content":607},{"textAlign":49},[608,610,616],{"text":609,"type":586},"The proposed restrictions could further hinder the ability of ",{"text":611,"type":586,"marks":612},"ex-China players",[613],{"type":591,"attrs":614},{"href":615,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/sk-on-secures-domestic-lithium-hydroxide-from-posco-pilbara-jv?_branch_match_id=1544411537425072882&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWTw9zqTIwLYlKDUiyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAD9Y5NkgAAAA%3D",{"text":617,"type":586}," to develop capacity to support the build out of domestic supply chains.",{"type":581,"attrs":619,"content":620},{"textAlign":49},[621],{"text":622,"type":586},"“It appears to be an attempt to retain advanced Chinese technology within China and limit its proliferation globally,” said Adam Webb, head of battery raw materials at Benchmark.",{"type":581,"attrs":624,"content":625},{"textAlign":49},[626],{"text":627,"type":586},"The proposed measures are not outright bans, rather restrictions which would require companies wishing to export their technology products to first apply for permission. The Chinese government is soliciting opinions on the proposed measures until 1 February 2025.",{"type":629,"attrs":630,"content":632},"heading",{"level":631,"textAlign":49},4,[633],{"text":634,"type":586},"What impact could these restrictions have on the global lithium market?",{"type":581,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":586},"The majority of lithium chemical production is located in China, though for lithium carbonate there is sizable production in South America.",{"type":581,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":586},"Lithium hydroxide, however, is more dependent on China as the technology required to convert hard rock minerals into chemicals is primarily located in China or uses Chinese technology.",{"type":581,"attrs":646,"content":647},{"textAlign":49},[648,650,656],{"text":649,"type":586},"However, although China is forecast to maintain its status as the dominant chemicals producer, its overall market share of the lithium chemicals market is set to fall according to ",{"text":651,"type":586,"marks":652},"Benchmark’s Lithium Forecast",[653],{"type":591,"attrs":654},{"href":655,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://www.benchmarkminerals.com/lithium/data-reports/forecast",{"text":604,"type":586},{"type":581,"attrs":658,"content":659},{"textAlign":49},[660],{"text":661,"type":586},"“These proposed restrictions are protectionist measures aimed at maintaining China’s dominant market position,” Webb said.",{"type":663,"attrs":664},"blok",{"id":665,"body":666},"9a0aa131-8c55-42cc-bc60-d22cf53b1584",[667],{"id":668,"_uid":669,"type":670,"_editable":671,"component":672,"fixed_height":673,"use_fixed_height":50,"fixed_height_mobile":673,"fixed_height_tablet":673},"21021644","i-02e012ce-d792-4f42-97c6-0e22634adc61","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-02e012ce-d792-4f42-97c6-0e22634adc61\", \"id\": \"\"}-->","ContentFlourish","",{"type":581,"attrs":675,"content":676},{"textAlign":49},[677,679,685],{"text":678,"type":586},"In addition to the traditional lithium chemical production routes, Chinese technology is prevalent in the ",{"text":680,"type":586,"marks":681},"nascent direct lithium extraction field",[682],{"type":591,"attrs":683},{"href":684,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/rise-of-dle-will-open-up-new-sources-of-lithium-supply-this-decade?_branch_match_id=1544411519083039810&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWNykrjsiLDEr38k%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUARthgR0gAAAA%3D",{"text":604,"type":586},{"type":581,"attrs":687,"content":688},{"textAlign":49},[689],{"text":690,"type":586},"“This could limit options for developers hoping to use DLE technology to exploit brine deposits outside of China and slow the development of brine deposits dependent on DLE technology,” Webb said.",{"type":629,"attrs":692,"content":693},{"level":631,"textAlign":49},[694],{"text":695,"type":586},"What could this mean for the LFP market?",{"type":581,"attrs":697,"content":698},{"textAlign":49},[699,705],{"text":700,"type":586,"marks":701},"China has a near monopoly on the production of the LFP",[702],{"type":591,"attrs":703},{"href":704,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/chinese-lfp-cathode-prices-more-than-halve-in-a-year-as-cell-makers-flex-power?_branch_match_id=1544411528867891715&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvW964K8zdOK83J9U%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUArGjRkkgAAAA%3D",{"text":706,"type":586}," and lithium iron manganese phosphate (LMFP) high performance cathode active materials covered by the proposed restrictions.",{"type":663,"attrs":708},{"id":709,"body":710},"817d12b8-81ee-4810-8c92-e469aa7f45b3",[711],{"id":712,"_uid":713,"type":670,"_editable":714,"component":672,"fixed_height":673,"use_fixed_height":50,"fixed_height_mobile":673,"fixed_height_tablet":673},"21021895","i-ad3e9c3a-f537-4140-8c32-6fa7907ef6dd","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-ad3e9c3a-f537-4140-8c32-6fa7907ef6dd\", \"id\": \"\"}-->",{"type":581,"attrs":716,"content":717},{"textAlign":49},[718],{"text":719,"type":586},"As it currently stands, it is unclear whether the proposed export restrictions will apply to Chinese cathode producers operating overseas.",{"type":581,"attrs":721,"content":722},{"textAlign":49},[723,725,731,733,739],{"text":724,"type":586},"“More clarity is needed for Chinese cathode producers operating overseas,” said Evan Hartley, research manager at Benchmark. “However, technology export restrictions could see construction or project reviews for producers planning LFP bases in ",{"text":726,"type":586,"marks":727},"Morocco",[728],{"type":591,"attrs":729},{"href":730,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/chinas-midstream-majors-flock-to-moroccos-fledgling-cathode-hub?_branch_match_id=1544411505675824965&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAAwXBMQ6AIAwF0BvBbmIcmI2bqymmSgUK%2BWB08uy%2BF3qvbbDWs%2B4hE2IWZVBqhmo1STTa1c1y0e3exU8f%2BGBA9Nw8ytMYowsomX%2F%2B6C11SAAAAA%3D%3D",{"text":732,"type":586},", ",{"text":734,"type":586,"marks":735},"Spain",[736],{"type":591,"attrs":737},{"href":738,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/hunan-yuneng-expands-global-footprint-with-spanish-lfp-cathode-plant?_branch_match_id=1544411543544468817&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvW9%2FMwtDQOCszO9U%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAU8Eq8UgAAAA%3D",{"text":740,"type":586},", Indonesia, etc.”",{"type":581,"attrs":742,"content":743},{"textAlign":49},[744],{"text":745,"type":586},"Chinese LFP cell producers operating overseas could potentially face additional hurdles setting up global supply chains, as if they intend to procure cathode material from domestic Chinese operations, permits will be required.",{"type":581,"attrs":747,"content":748},{"textAlign":49},[749,751,757],{"text":750,"type":586},"“There are also ",{"text":752,"type":586,"marks":753},"potential impacts for European",[754],{"type":591,"attrs":755},{"href":756,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://source.benchmarkminerals.com/article/lfp-begins-to-make-inroads-into-europes-lithium-ion-ecosystem?_branch_match_id=1544411523992795428&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWD3FOzQrLN87P9U%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAUG8XiEgAAAA%3D",{"text":758,"type":586}," and North American cell producers looking to switch plans to LFP cell production whilst using Chinese cathode material,” Hartley added. “But only if their suppliers are denied permission, and only if they are using high end L(M)FP CAM.”","China proposed a new set of restrictions on the export of technologies relating to lithium processing and some types of cathode active materials. The proposed restrictions could further hinder the ability of ex-China players to develop capacity to support the build out of domestic supply chains. “It appears to be an attempt to retain advanced […]",[761],{"slug":569,"name":570,"content":762},{"job_title":572,"image":763,"bio":575,"linkedin":576},{"filename":574},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"19c9834e-fe2a-47bd-931d-2ff51d12d849\", \"id\": \"\"}-->","article",[767,770,772,775,778],{"slug":768,"name":769},"batteries","Batteries",{"slug":771,"name":298},"cathode",{"slug":773,"name":774},"critical-minerals","Critical Minerals",{"slug":776,"name":777},"geopolitics","Geopolitics",{"slug":779,"name":8},"lithium","private",{"id":49,"alt":673,"name":673,"focus":673,"title":673,"source":673,"filename":782,"copyright":673,"fieldtype":783,"meta_data":784,"is_external_url":51},"https://res.cloudinary.com/benchmarkminerals/images/f_auto,q_auto/v1735914826/www-production/LFP-cathode-production-2024-2030@2x/LFP-cathode-production-2024-2030@2x.png?_i=AA","asset",{"alt":673,"title":673,"source":673,"copyright":673},{"id":49,"alt":673,"name":673,"focus":673,"title":673,"source":673,"filename":786,"copyright":673,"fieldtype":783,"meta_data":787,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/a6a6b2af41/bm-the-tianqi-lithium-hydroxide-plant-at-kwinana.jpg",{"alt":673,"title":673,"source":673,"copyright":673},"Jan 03, 2025","3rd January 2025",[],[],1784797390200]