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the US reducing its reliance on Chinese made cells?","is-the-us-reducing-its-reliance-on-chinese-made-cells","article/is-the-us-reducing-its-reliance-on-chinese-made-cells",{"_uid":557,"date":558,"tags":559,"editor":575,"content":585,"excerpt":669,"featured":51,"reporter":670,"_editable":674,"component":675,"seo_title":553,"categories":676,"visibility":686,"author_company":49,"data_vis_image":687,"featured_image":691,"seo_description":669,"author_full_name":49,"author_job_title":49,"formattedDate":694,"formattedArticleDate":695},"e8fb69c8-d688-48be-9e0f-653b2ad70249","2025-08-19 00:00",[560,563,566,569,572],{"slug":561,"name":562},"china","China",{"slug":564,"name":565},"data-visualisation","Data Visualisation",{"slug":567,"name":568},"japan","Japan",{"slug":570,"name":571},"south-korea","South Korea",{"slug":573,"name":574},"usa","USA",[576],{"slug":577,"name":578,"content":579},"matthew-bird","Matthew Bird",{"job_title":580,"image":581,"bio":583,"linkedin":584},"Senior Editor - Supply Chains & Data Visualisation",{"filename":582},"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":586,"content":587},"doc",[588,595,607,616,621,626,631,636,641,646,651,656,661,666],{"type":589,"attrs":590,"content":591},"paragraph",{"textAlign":49},[592],{"text":593,"type":594},"Lithium ion battery imports are an important part of the US’ domestic BESS industry. Historically, China has been the largest source of imported cells to the US, however this trend appears to be changing as US imports from China have fallen drastically in recent months.","text",{"type":596,"attrs":597},"blok",{"id":598,"body":599},"f46f1410-7a54-4099-a013-613ebac438f9",[600],{"id":601,"_uid":602,"type":603,"_editable":604,"component":605,"fixed_height":606,"use_fixed_height":50,"fixed_height_mobile":606,"fixed_height_tablet":606},"24698673","i-921547c8-ea9a-4359-84ac-f6794d3365be","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-921547c8-ea9a-4359-84ac-f6794d3365be\", \"id\": \"\"}-->","ContentFlourish","",{"type":608,"attrs":609,"content":611},"heading",{"level":610,"textAlign":49},4,[612,614],{"text":613,"type":594},"Why are China imports falling",{"text":615,"type":594},"?",{"type":589,"attrs":617,"content":618},{"textAlign":49},[619],{"text":620,"type":594},"From its peak in December 2024, imports from China dropped 73% to June 2025. In June a total of $537.9 million worth of batteries were imported, down from a peak of $1.97 billion in December 2024. This fall has largely been driven by policy and tariff changes.",{"type":589,"attrs":622,"content":623},{"textAlign":49},[624],{"text":625,"type":594},"Head of Research at Rho Motion Iola Hughes commented “Following Trump’s win in early November and the anticipation that tariffs would follow once he entered office, we saw a significant pre-buying of BESS cells, but since February these levels have fallen significantly.”",{"type":589,"attrs":627,"content":628},{"textAlign":49},[629],{"text":630,"type":594},"The tariffs have had a more weighted effect on the BESS industry in the US, which is heavily reliant on Chinese LFP cells. In April tariffs on Chinese BESS cells reached 156% amid a mounting trade war but following a trade truce tariffs for BESS now sits at 41% and will remain so until November. Despite this, in June imports of Chinese cells fell to levels last seen in April 2022.",{"type":608,"attrs":632,"content":633},{"level":610,"textAlign":49},[634],{"text":635,"type":594},"Are imports from elsewhere plugging the gap?",{"type":589,"attrs":637,"content":638},{"textAlign":49},[639],{"text":640,"type":594},"Imports from Japan and South Korea have seen a rise in recent months, in H1 2025 Japan lithium ion battery imports increased 65% compared to the same period in 2024, while South Korean imports rose 123%. For the US BESS industry supply of non-Chinese LFP cells remains limited, which threatens BESS players’ ability to adhere to more stringent tax credit rules laid out in the recent OBBBA.",{"type":589,"attrs":642,"content":643},{"textAlign":49},[644],{"text":645,"type":594},"It is worth noting that lithium ion imports from China are up 2% in H1 2025 compared to the same period in 2024.",{"type":608,"attrs":647,"content":648},{"level":610,"textAlign":49},[649],{"text":650,"type":594},"Have you read? ",{"type":608,"attrs":652,"content":653},{"level":610,"textAlign":49},[654],{"text":655,"type":594},"What comes next?",{"type":589,"attrs":657,"content":658},{"textAlign":49},[659],{"text":660,"type":594},"The US BESS sector finds itself at a crossroads. While cell inventories have been built up over recent months, they will need to be replenished in the near future. This could leave US players facing the prospect of absorbing elevated cell costs just as the market braces for further policy headwinds with the threat of higher tariffs.",{"type":589,"attrs":662,"content":663},{"textAlign":49},[664],{"text":665,"type":594},"As Hughes explained “The ongoing Section 232 investigation into Critical Minerals and the scheduled 301 tariff increase from 7.5% to 25% in 2026 could make today’s 41% rate look like the best deal the industry will get.”",{"type":589,"attrs":667,"content":668},{"textAlign":49},[],"Lithium ion battery imports are an important part of the US’ domestic BESS industry. Historically, China has been the largest source of imported cells to the US, however this trend appears to be changing as US imports from China have fallen drastically in recent months. Why are China imports falling? From its peak in December […]",[671],{"slug":577,"name":578,"content":672},{"job_title":580,"image":673,"bio":583,"linkedin":584},{"filename":582},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"e8fb69c8-d688-48be-9e0f-653b2ad70249\", \"id\": \"\"}-->","article",[677,680,683],{"slug":678,"name":679},"batteries","Batteries",{"slug":681,"name":682},"ess","ESS",{"slug":684,"name":685},"geopolitics","Geopolitics","private",{"id":49,"alt":606,"name":606,"focus":606,"title":606,"source":606,"filename":688,"copyright":606,"fieldtype":689,"meta_data":690,"is_external_url":51},"https://res.cloudinary.com/benchmarkminerals/images/f_auto,q_auto/v1755610965/www-production/Screenshot-2025-08-19-144117/Screenshot-2025-08-19-144117.png?_i=AA","asset",{"alt":606,"title":606,"source":606,"copyright":606},{"id":49,"alt":606,"name":606,"focus":606,"title":606,"source":606,"filename":692,"copyright":606,"fieldtype":689,"meta_data":693,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/78cacafdf2/bm-adobestock-65063906.jpeg",{"alt":606,"title":606,"source":606,"copyright":606},"Aug 19, 2025","19th August 2025",[],[],1792773884855]