China lithium permits now in effect1 Jan 2026 11:03
China's lithium permits involve stringent new export controls on battery materials (effective Nov 2025) requiring licenses for items like battery components, alongside ongoing domestic permit reviews, such as recent revocations in Yichun for expired or non-compliant licenses, impacting supply and driving price volatility, with major players like CATL affected but new permits (e.g., for Zangge Mining's salt lake) also being issued. The government is tightening regulations to control the supply chain, leading to market uncertainty and price surges