Resilinc Special Report

Emerging Trends and Import Restrictions - EV Batteries

The U.S. is making moves to further its decoupling from Chinese EV manufacturers. In this report, we examine the impact of U.S. import restrictions on electric vehicle batteries as China dominates the EV market, as well as the steps other countries are taking to move away from China. Regulations include import tariffs, import bans for the DOD, and proposed import bans that could impact the country’s commercial EV sector. The regulations require a reassessment of supply chain strategies and sourcing options within the automotive industry.
Read Resilinc’s Special Report for insights into the implications of these restrictions on the EV battery market and an outline of strategies to mitigate supply chain risks.
Key Insights:
  • Republican lawmakers have called for CATL and Gotion to be added to the UFLPA entity list under forced labor allegations
  • The US Congress has passed regulations banning the Department of Defense (DOD) from importing batteries made by six Chinese firms, aligning with efforts to disconnect Washington's supply chain from China
  • The regulations could reshape automakers’ supply chains