[{"data":1,"prerenderedAt":790},["ShallowReactive",2],{"ticker-data":3,"story-article/how-could-chinas-proposed-technology-export-restrictions-impact-cathode-expansions-overseas":550},[4,52,82,112,149,187,231,263,298,336,378,418,460,490,520],{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":8,"today":9,"last":10,"percentageChange":11,"yearToDate":12,"yearOnYear":13,"oneYearIndexTrend":14,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"2026-09-16","2wk","Updated every 2 weeks","Lithium",354.99,385.07,-7.81,51.88,112.02,[15,16,18,21,24,27,30,33,36,39,42,45],{"date":5,"value":9},{"date":17,"value":10},"2026-09-02",{"date":19,"value":20},"2026-08-19",372.67,{"date":22,"value":23},"2026-08-05",367.54,{"date":25,"value":26},"2026-07-22",388.26,{"date":28,"value":29},"2026-07-08",399.4,{"date":31,"value":32},"2026-06-24",410.62,{"date":34,"value":35},"2026-06-10",427.77,{"date":37,"value":38},"2026-05-27",449.85,{"date":40,"value":41},"2026-05-13",451.12,{"date":43,"value":44},"2026-04-29",404.38,{"date":46,"value":47},"2026-04-15",354.35,"/lithium/prices",null,false,true,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":53,"today":54,"last":55,"percentageChange":56,"yearToDate":57,"yearOnYear":58,"oneYearIndexTrend":59,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Carbonate",300.39,306.07,-1.86,18.27,69.99,[60,61,62,64,66,68,70,72,74,76,78,80],{"date":5,"value":54},{"date":17,"value":55},{"date":19,"value":63},297.22,{"date":22,"value":65},296.63,{"date":25,"value":67},309.38,{"date":28,"value":69},317.2,{"date":31,"value":71},330.54,{"date":34,"value":73},346.5,{"date":37,"value":75},358.35,{"date":40,"value":77},350.28,{"date":43,"value":79},328.09,{"date":46,"value":81},381.25,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":83,"today":84,"last":85,"percentageChange":86,"yearToDate":87,"yearOnYear":88,"oneYearIndexTrend":89,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Hydroxide",339.85,352.45,-3.57,67.22,122.85,[90,91,92,94,96,98,100,102,104,106,108,110],{"date":5,"value":84},{"date":17,"value":85},{"date":19,"value":93},341.12,{"date":22,"value":95},337.87,{"date":25,"value":97},354.36,{"date":28,"value":99},364.06,{"date":31,"value":101},376.67,{"date":34,"value":103},393.29,{"date":37,"value":105},411.01,{"date":40,"value":107},408.51,{"date":43,"value":109},372.51,{"date":46,"value":111},316.95,{"publishedDate":5,"updateFrequency":113,"updateFrequencyText":114,"label":115,"today":116,"last":117,"percentageChange":118,"yearToDate":119,"yearOnYear":120,"oneYearIndexTrend":121,"url":148,"subscription":49,"isProtected":50,"hasAccess":51},"1wk","Updated every week","Cobalt",178.66,189.92,-5.93,-24.05,25.17,[122,123,124,127,129,132,133,136,138,141,143,146],{"date":5,"value":116},{"date":17,"value":117},{"date":125,"value":126},"2026-08-26",192.6,{"date":19,"value":128},199.83,{"date":130,"value":131},"2026-08-12",217.25,{"date":22,"value":131},{"date":134,"value":135},"2026-07-29",221.25,{"date":25,"value":137},224.44,{"date":139,"value":140},"2026-07-15",223.01,{"date":28,"value":142},223.72,{"date":144,"value":145},"2026-07-01",218.73,{"date":31,"value":147},229.84,"/cobalt/prices",{"publishedDate":150,"updateFrequency":6,"updateFrequencyText":7,"label":151,"today":152,"last":153,"percentageChange":154,"yearToDate":155,"yearOnYear":156,"oneYearIndexTrend":157,"url":186,"subscription":49,"isProtected":50,"hasAccess":51},"2026-09-09","Nickel",119.13,119.61,-0.4,-1.33,12.77,[158,159,160,162,164,166,168,171,174,177,180,183],{"date":150,"value":152},{"date":125,"value":153},{"date":130,"value":161},121.04,{"date":134,"value":163},121.19,{"date":139,"value":165},122.66,{"date":144,"value":167},125.61,{"date":169,"value":170},"2026-06-17",131.5,{"date":172,"value":173},"2026-06-03",134.65,{"date":175,"value":176},"2026-05-20",135.83,{"date":178,"value":179},"2026-05-06",133.76,{"date":181,"value":182},"2026-04-22",125.43,{"date":184,"value":185},"2026-04-08",124.51,"/nickel/prices",{"publishedDate":188,"updateFrequency":189,"updateFrequencyText":190,"label":191,"today":192,"last":193,"percentageChange":194,"yearToDate":195,"yearOnYear":196,"oneYearIndexTrend":197,"url":230,"subscription":49,"isProtected":50,"hasAccess":51},"2026-08-28","1mo","Updated every month","Natural Graphite",80.18,80.66,-0.6,-1.72,-1.7,[198,199,201,204,207,210,213,216,219,222,225,227],{"date":188,"value":192},{"date":200,"value":193},"2026-07-31",{"date":202,"value":203},"2026-06-30",82.87,{"date":205,"value":206},"2026-05-29",82.99,{"date":208,"value":209},"2026-04-30",82.93,{"date":211,"value":212},"2026-03-31",82.39,{"date":214,"value":215},"2026-02-27",81.92,{"date":217,"value":218},"2026-01-30",81.69,{"date":220,"value":221},"2025-12-31",81.58,{"date":223,"value":224},"2025-11-28",81.35,{"date":226,"value":224},"2025-10-31",{"date":228,"value":229},"2025-09-30",81.74,"/natural-graphite/prices",{"publishedDate":200,"updateFrequency":189,"updateFrequencyText":190,"label":232,"today":233,"last":234,"percentageChange":235,"yearToDate":236,"yearOnYear":237,"oneYearIndexTrend":238,"url":262,"subscription":49,"isProtected":50,"hasAccess":51},"Anode Coke",81.86,80.54,1.63,9.96,16.35,[239,240,241,242,244,246,248,250,252,254,256,259],{"date":200,"value":233},{"date":202,"value":234},{"date":205,"value":234},{"date":208,"value":243},84.01,{"date":211,"value":245},79.79,{"date":214,"value":247},75.72,{"date":217,"value":249},74.61,{"date":220,"value":251},74.44,{"date":226,"value":253},72.75,{"date":228,"value":255},71.92,{"date":257,"value":258},"2025-08-29",71.46,{"date":260,"value":261},"2025-07-31",70.35,"/synthetic-graphite/prices",{"publishedDate":264,"updateFrequency":189,"updateFrequencyText":190,"label":265,"today":266,"last":266,"percentageChange":267,"yearToDate":268,"yearOnYear":269,"oneYearIndexTrend":270,"url":297,"subscription":49,"isProtected":50,"hasAccess":51},"2026-09-15","Anode",80.24,0,1.53,2.92,[271,272,274,275,277,280,282,285,287,289,291,294],{"date":264,"value":266},{"date":273,"value":266},"2026-08-17",{"date":139,"value":266},{"date":276,"value":266},"2026-06-15",{"date":278,"value":279},"2026-05-15",79.16,{"date":46,"value":281},81.98,{"date":283,"value":284},"2026-03-16",79.03,{"date":286,"value":284},"2026-02-16",{"date":288,"value":284},"2026-01-15",{"date":290,"value":284},"2025-12-15",{"date":292,"value":293},"2025-11-17",77.79,{"date":295,"value":296},"2025-10-15",77.96,"/anode/prices",{"publishedDate":299,"updateFrequency":189,"updateFrequencyText":190,"label":300,"today":301,"last":302,"percentageChange":303,"yearToDate":304,"yearOnYear":305,"oneYearIndexTrend":306,"url":335,"subscription":49,"isProtected":50,"hasAccess":51},"2026-08-01","Cathode",73.32,77.21,-5.04,14.41,55.07,[307,308,309,312,315,318,321,324,326,328,330,332],{"date":299,"value":301},{"date":144,"value":302},{"date":310,"value":311},"2026-06-01",80.32,{"date":313,"value":314},"2026-05-01",81.71,{"date":316,"value":317},"2026-04-01",77.27,{"date":319,"value":320},"2026-03-01",81.99,{"date":322,"value":323},"2026-02-01",80.5,{"date":288,"value":325},72.79,{"date":290,"value":327},64.08,{"date":292,"value":329},62.01,{"date":295,"value":331},53.51,{"date":333,"value":334},"2025-09-15",49.5,"/cathode/prices",{"publishedDate":337,"updateFrequency":189,"updateFrequencyText":190,"label":338,"today":339,"last":340,"percentageChange":341,"yearToDate":342,"yearOnYear":343,"oneYearIndexTrend":344,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"2025-03-31","Lithium ion Batteries",74.53,71.3,4.53,-1.6,-20.88,[345,346,348,351,354,357,360,363,366,368,371,374],{"date":337,"value":339},{"date":347,"value":340},"2025-02-28",{"date":349,"value":350},"2025-01-31",71.45,{"date":352,"value":353},"2024-12-31",75.74,{"date":355,"value":356},"2024-11-29",76.98,{"date":358,"value":359},"2024-10-31",77.34,{"date":361,"value":362},"2024-09-30",77.43,{"date":364,"value":365},"2024-08-30",80.56,{"date":367,"value":206},"2024-07-31",{"date":369,"value":370},"2024-06-28",87.2,{"date":372,"value":373},"2024-05-31",90.7,{"date":375,"value":376},"2024-04-30",93.2,"/battery-gigafactory/prices",{"publishedDate":379,"updateFrequency":6,"updateFrequencyText":7,"label":380,"today":381,"last":382,"percentageChange":383,"yearToDate":384,"yearOnYear":385,"oneYearIndexTrend":386,"url":417,"subscription":49,"isProtected":50,"hasAccess":51},"2026-09-10","Black Mass",42.03,43.88,-4.2,-2.58,38.13,[387,388,390,393,396,399,402,405,408,410,412,414],{"date":379,"value":381},{"date":389,"value":382},"2026-08-27",{"date":391,"value":392},"2026-08-13",42.33,{"date":394,"value":395},"2026-07-30",43.42,{"date":397,"value":398},"2026-07-16",46.74,{"date":400,"value":401},"2026-07-02",46.01,{"date":403,"value":404},"2026-06-18",49.57,{"date":406,"value":407},"2026-02-12",47.34,{"date":409,"value":404},"2026-01-29",{"date":288,"value":411},43.15,{"date":220,"value":413},47.05,{"date":415,"value":416},"2025-12-18",41.51,"/recycling/black-mass-prices",{"publishedDate":419,"updateFrequency":189,"updateFrequencyText":190,"label":420,"today":421,"last":422,"percentageChange":423,"yearToDate":424,"yearOnYear":425,"oneYearIndexTrend":426,"url":459,"subscription":49,"isProtected":50,"hasAccess":51},"2026-09-03","Rare Earths",170.83,169.63,0.71,19.72,22.18,[427,428,430,433,436,439,442,445,448,451,453,456],{"date":419,"value":421},{"date":429,"value":422},"2026-08-20",{"date":431,"value":432},"2026-08-06",172.28,{"date":434,"value":435},"2026-07-23",173.94,{"date":437,"value":438},"2026-07-09",171.69,{"date":440,"value":441},"2026-06-25",168.55,{"date":443,"value":444},"2026-06-11",165,{"date":446,"value":447},"2026-05-28",163.89,{"date":449,"value":450},"2026-05-14",172.63,{"date":208,"value":452},175.6,{"date":454,"value":455},"2026-04-16",172.01,{"date":457,"value":458},"2026-04-02",165.47,"/rare-earths/prices",{"publishedDate":188,"updateFrequency":189,"updateFrequencyText":190,"label":461,"today":462,"last":463,"percentageChange":464,"yearToDate":465,"yearOnYear":466,"oneYearIndexTrend":467,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"NCM Mid-Nickel",152.7,162.48,-6.02,17.38,53.11,[468,469,470,472,474,476,478,480,482,484,486,488],{"date":188,"value":462},{"date":200,"value":463},{"date":202,"value":471},171.08,{"date":205,"value":473},173.65,{"date":208,"value":475},164.53,{"date":211,"value":477},157.28,{"date":214,"value":479},151.44,{"date":217,"value":481},144.5,{"date":220,"value":483},130.09,{"date":223,"value":485},124.6,{"date":226,"value":487},122.35,{"date":228,"value":489},103.5,{"publishedDate":188,"updateFrequency":189,"updateFrequencyText":190,"label":491,"today":492,"last":493,"percentageChange":494,"yearToDate":495,"yearOnYear":496,"oneYearIndexTrend":497,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"NCM High-Nickel",144.45,149.67,-3.49,26.69,49.06,[498,499,500,502,504,506,508,510,512,514,516,518],{"date":188,"value":492},{"date":200,"value":493},{"date":202,"value":501},157.37,{"date":205,"value":503},160,{"date":208,"value":505},149.53,{"date":211,"value":507},141.97,{"date":214,"value":509},136.99,{"date":217,"value":511},129.81,{"date":220,"value":513},114.02,{"date":223,"value":515},109.17,{"date":226,"value":517},109.02,{"date":228,"value":519},99.44,{"publishedDate":188,"updateFrequency":189,"updateFrequencyText":190,"label":521,"today":522,"last":523,"percentageChange":524,"yearToDate":525,"yearOnYear":526,"oneYearIndexTrend":527,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"LFP",229.17,218.34,4.96,49.35,83.44,[528,529,530,532,534,536,538,540,542,544,546,548],{"date":188,"value":522},{"date":200,"value":523},{"date":202,"value":531},239.1,{"date":205,"value":533},258.32,{"date":208,"value":535},239.37,{"date":211,"value":537},213.01,{"date":214,"value":539},204.49,{"date":217,"value":541},218.06,{"date":220,"value":543},153.45,{"date":223,"value":545},134.02,{"date":226,"value":547},118.22,{"date":228,"value":549},111.93,{"id":551,"uuid":552,"name":553,"slug":554,"full_slug":555,"content":556,"relatedArticles":788,"relatedVideos":789},112468113228024,"c8d91eb2-615b-4758-a6a6-85dd493f21d8","How could China’s proposed technology export restrictions impact cathode expansions overseas?","how-could-chinas-proposed-technology-export-restrictions-impact-cathode-expansions-overseas","article/how-could-chinas-proposed-technology-export-restrictions-impact-cathode-expansions-overseas",{"_uid":557,"date":558,"tags":559,"editor":574,"content":584,"excerpt":764,"featured":51,"reporter":765,"_editable":769,"component":770,"seo_title":553,"categories":771,"visibility":777,"author_company":49,"data_vis_image":778,"featured_image":783,"seo_description":764,"author_full_name":49,"author_job_title":49,"formattedDate":786,"formattedArticleDate":787},"4c36bbd3-7f4c-430f-bf54-e2fbefb1b874","2025-01-30 00:00",[560,563,566,569,571],{"slug":561,"name":562},"china","China",{"slug":564,"name":565},"data-visualisation","Data Visualisation",{"slug":567,"name":568},"export-restrictions","Export restrictions",{"slug":570,"name":521},"lfp",{"slug":572,"name":573},"lopal","Lopal",[575],{"slug":576,"name":577,"content":578},"matthew-bird","Matthew Bird",{"job_title":579,"image":580,"bio":582,"linkedin":583},"Senior Editor - Supply Chains & Data Visualisation",{"filename":581},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. 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":585,"content":586},"doc",[587,612,625,638,643,648,660,667,688,701,706,711,716,736,744,749,754,759],{"type":588,"attrs":589,"content":590},"paragraph",{"textAlign":49},[591,594,602,604,610],{"text":592,"type":593},"Just two companies are consistently producing the advanced form of ","text",{"text":595,"type":593,"marks":596},"lithium iron phosphate",[597],{"type":598,"attrs":599},"link",{"href":600,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/video/watch/mine-to-grid-lfp-2?_branch_match_id=1544411923178950724&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWTy7KdIso8nWqDEyyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUALHeP1kgAAAA%3D","url",{"text":603,"type":593}," (LFP) cathode material that ",{"text":605,"type":593,"marks":606},"China has proposed  technology export restrictions",[607],{"type":598,"attrs":608},{"href":609,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/china-proposes-restrictions-on-lithium-and-cathode-technology-exports?_branch_match_id=1544411901809742252&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWDzIz8KlIjMq1DEiyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAROyygkgAAAA%3D",{"text":611,"type":593}," on.",{"type":588,"attrs":613,"content":614},{"textAlign":49},[615,617,623],{"text":616,"type":593},"Fulin Precision (also known as Jiangxi Shenghua) and Hunan Yuneng have the technology and capability to consistently produce this advanced ",{"text":618,"type":593,"marks":619},"LFP cathode active material",[620],{"type":598,"attrs":621},{"href":622,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/lfp-leads-ncm-evolves-cathode-2024-year-in-review?_branch_match_id=1544411906358798923&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWzy1wCXcvNM61DEiyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAsscbDEgAAAA%3D",{"text":624,"type":593},", known as generation IV LFP.",{"type":588,"attrs":626,"content":627},{"textAlign":49},[628,630,636],{"text":629,"type":593},"The proposed restrictions do not necessarily prevent the export of the ",{"text":631,"type":593,"marks":632},"cathode material",[633],{"type":598,"attrs":634},{"href":635,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/chinese-lfp-cathode-prices-more-than-halve-in-a-year-as-cell-makers-flex-power?_branch_match_id=1544411931555366803&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvW964K8zdOK83J9U%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUArGjRkkgAAAA%3D",{"text":637,"type":593},", but instead focus on the technology required to produce them.",{"type":588,"attrs":639,"content":640},{"textAlign":49},[641],{"text":642,"type":593},"“The ban of the new technology would mean that Chinese LFP producers can not produce Gen IV LFP outside China, but they can export this product to the offshore cell producers,” said Harry Tinker, a senior cathode analyst at Benchmark.",{"type":588,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":593},"LFP cathode materials can be divided into generations, with the fourth generation being the most advanced available commercially to date with a higher energy density and faster charging capabilities than previous generations. Further generations are in development and would also fall under the purview of the restrictions.",{"type":649,"attrs":650},"blok",{"id":651,"body":652},"664003cc-2574-4e21-ba4c-90dc52d40f7c",[653],{"id":654,"_uid":655,"type":656,"_editable":657,"component":658,"fixed_height":659,"use_fixed_height":50,"fixed_height_mobile":659,"fixed_height_tablet":659},"21355818","i-0087c17a-99e0-435d-987f-fabf2b005824","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-0087c17a-99e0-435d-987f-fabf2b005824\", \"id\": \"\"}-->","ContentFlourish","",{"type":661,"attrs":662,"content":664},"heading",{"level":663,"textAlign":49},4,[665],{"text":666,"type":593},"Does generation IV material represent a significant amount of production for these companies?",{"type":588,"attrs":668,"content":669},{"textAlign":49},[670,672,678,680,686],{"text":671,"type":593},"Fulin is the sole supplier of generation IV LFP material for CATL’s Shenxing Battery. Lopal has supply contracts with ",{"text":673,"type":593,"marks":674},"Ford’s Michigan, US LFP cell facility",[675],{"type":598,"attrs":676},{"href":677,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/chinas-lopal-to-supply-lfp-cathode-material-to-fords-us-battery-plant?_branch_match_id=1544411917483004243&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWd%2FMwtTTKMHfOD0yyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAeJD3TUgAAAA%3D",{"text":679,"type":593},", ",{"text":681,"type":593,"marks":682},"CATL",[683],{"type":598,"attrs":684},{"href":685,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/lopal-signs-rmb-7-billion-lfp-supply-agreement-with-catl?_branch_match_id=1544411894492752948&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWD47MK8%2B2KHauDEyyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUA2vsb9EgAAAA%3D",{"text":687,"type":593}," and LG Energy Solution.",{"type":588,"attrs":689,"content":690},{"textAlign":49},[691,693,699],{"text":692,"type":593},"Benchmark’s contacts say that ",{"text":694,"type":593,"marks":695},"Lopal’s output",[696],{"type":598,"attrs":697},{"href":698,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/lopal-first-chinese-company-to-build-lfp-battery-cathode-plant-outside-of-china?_branch_match_id=1544411936065744729&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAAwXBQQqAIBAF0BvpPogWnqAuEBqjTuooXyFq0dl9L47R%2BqK1I7lisUiFhWBzV7Y1lVmS%2Fg4Or%2FH13t32gzwBLOF0qE8nrCaiFprgmspCSAAAAA%3D%3D",{"text":700,"type":593}," is not at the level to be considered generation IV and that Fulin is the most consistent at producing this type of cathode material.",{"type":588,"attrs":702,"content":703},{"textAlign":49},[704],{"text":705,"type":593},"Dynanonic, Wanrun and Anda Technology are amongst other cathode producers understood to have developed generation IV products but are yet to start mass production.",{"type":661,"attrs":707,"content":708},{"level":663,"textAlign":49},[709],{"text":710,"type":593},"What international expansion plans do these companies have?",{"type":588,"attrs":712,"content":713},{"textAlign":49},[714],{"text":715,"type":593},"Fulin has not announced plans to produce LFP cathode materials overseas and so will likely be unaffected by the proposed technology export ban.",{"type":588,"attrs":717,"content":718},{"textAlign":49},[719,721,727,729,734],{"text":720,"type":593},"Other companies with generation IV capabilities in operation or under development do, however, ",{"text":722,"type":593,"marks":723},"have plans overseas",[724],{"type":598,"attrs":725},{"href":726,"uuid":49,"anchor":49,"target":49,"linktype":601},"https://source.benchmarkminerals.com/article/hunan-yuneng-expands-global-footprint-with-spanish-lfp-cathode-plant?_branch_match_id=1544411940437458782&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvW9%2FMwtDQOCszO9U%2ByrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAU8Eq8UgAAAA%3D",{"text":728,"type":593},". If the proposed restrictions come into place, it could ",{"text":730,"type":593,"marks":731},"limit these companies",[732],{"type":598,"attrs":733},{"href":698,"uuid":49,"anchor":49,"target":49,"linktype":601},{"text":735,"type":593}," from producing advanced LFP cathode materials at these facilities.",{"type":649,"attrs":737},{"id":738,"body":739},"eb1f6230-fbf5-4df8-ba2f-6184d4f30fbc",[740],{"id":741,"_uid":742,"type":656,"_editable":743,"component":658,"fixed_height":659,"use_fixed_height":50,"fixed_height_mobile":659,"fixed_height_tablet":659},"21369063","i-da4f56a6-de7c-4d42-bfca-ccd7a94a7ce9","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-da4f56a6-de7c-4d42-bfca-ccd7a94a7ce9\", \"id\": \"\"}-->",{"type":588,"attrs":745,"content":746},{"textAlign":49},[747],{"text":748,"type":593},"“The proposed restrictions may lead to slower Chinese LFP investment in other countries, if those producers are targeting the high end EV market,” Tinker said.",{"type":661,"attrs":750,"content":751},{"level":663,"textAlign":49},[752],{"text":753,"type":593},"What is the specific technology that would be restricted?",{"type":588,"attrs":755,"content":756},{"textAlign":49},[757],{"text":758,"type":593},"The proposal from China sets out specific thresholds for what cathode production technologies would be restricted. The higher calendered density of generation IV LFP cathode materials increases the energy density and enables faster charging due to improved conductivity.",{"type":588,"attrs":760,"content":761},{"textAlign":49},[762],{"text":763,"type":593},"The proposed restrictions also cover technologies used in the production of the precursor materials for LFP and LMFP, such as iron phosphate or ferromanganese phosphate.","Just two companies are consistently producing the advanced form of lithium iron phosphate (LFP) cathode material that China has proposed technology export restrictions on. Fulin Precision (also known as Jiangxi Shenghua) and Hunan Yuneng have the technology and capability to consistently produce this advanced LFP cathode active material, known as generation IV LFP. The proposed […]",[766],{"slug":576,"name":577,"content":767},{"job_title":579,"image":768,"bio":582,"linkedin":583},{"filename":581},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"4c36bbd3-7f4c-430f-bf54-e2fbefb1b874\", \"id\": \"\"}-->","article",[772,775],{"slug":773,"name":774},"batteries","Batteries",{"slug":776,"name":300},"cathode","private",{"id":49,"alt":779,"name":659,"focus":659,"title":779,"source":659,"filename":780,"copyright":659,"fieldtype":781,"meta_data":782,"is_external_url":51},"China's proposed LFP technology export restrictions could limit overseas expansion plans","https://res.cloudinary.com/benchmarkminerals/images/f_auto,q_auto/v1738170369/www-production/Gen-IV-LFP-overseas@2x/Gen-IV-LFP-overseas@2x.png?_i=AA","asset",{"alt":779,"title":779,"source":659,"copyright":659},{"id":49,"alt":659,"name":659,"focus":659,"title":659,"source":659,"filename":784,"copyright":659,"fieldtype":781,"meta_data":785,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/ac49c43a63/bm-china-rare-earths-proposed-export-ban-benchmark.jpg",{"alt":659,"title":659,"source":659,"copyright":659},"Jan 30, 2025","30th January 2025",[],[],1789748838509]