China to implement export controls on lithium batteries and artificial graphite anode materials

China to implement export controls on lithium batteries and artificial graphite anode materials

September 12, 2025 - In a significant move aimed at bolstering its strategic position in the global energy storage market, China has announced plans to implement export controls on lithium batteries and artificial graphite anode materials. This policy shift is part of a broader strategy to secure domestic supply chains and foster technological advancements in the sector.

Sunrise New Energy Co., Ltd., a leading manufacturer of graphite anode materials, has been at the forefront of this development. The company recently secured a patent for an advanced energy storage lithium-ion battery anode material, demonstrating its commitment to innovation and global leadership in the field . This patent, titled "Preparation Method of Anode Material for Energy Storage Lithium-Ion Batteries," underscores the company's ability to produce high-performance, long-life energy storage systems.

The global lithium and lithium-ion battery electrolyte market is expected to grow significantly over the next decade, from USD 5.8 billion in 2025 to USD 18.3 billion by 2035, at a CAGR of 12.2% . This growth is driven by the increasing demand for electric vehicles and high-performance energy storage solutions. China's export controls are likely to impact the supply chain dynamics, potentially leading to increased domestic production and research and development in the country.

Sunrise New Energy, headquartered in Zibo, Shandong Province, China, is well-positioned to benefit from these controls. The company's manufacturing facility in Guizhou Province has a production capacity of 50,000 tons, and it operates on renewable energy sources, making it a low-cost and low-impact producer of graphite anode materials .

The implementation of export controls is a strategic move that aligns with China's broader industrial policy to promote domestic manufacturing and technological advancements. As the global market for lithium batteries and graphite anode materials continues to expand, China's export controls may reshape the competitive landscape and influence the flow of technology and materials between countries.