China Proposing Lithium Export Restrictions, Market Shift to Value, Tea Heats Up

Featured Article this week:

China Tightens Grip on Lithium Technology, Sparking Global Scramble for EV Supply Chain Security.

• China’s Export Restrictions on Lithium Technologies – China is proposing new export controls on advanced lithium refining and battery chemical production technologies to protect its dominance in the EV and energy storage supply chains amid rising trade tensions with the U.S.

• Focus on Key Battery Materials – The restrictions target technologies for producing high-performance lithium-iron-phosphate (LFP) and lithium-iron-manganese-phosphate cathodes, echoing earlier moves to limit rare earth metal exports.

• Global Supply Chain Impact – These measures may disrupt future investments and joint ventures, intensifying geopolitical competition for critical minerals as Western nations scramble to secure alternative lithium sources.

  

  Lithium Wars: China Reinforces Grip on EV Supply Chain

  China Tightens Grip on Lithium Supply Chain Amid Rising Global Tensions

  www.juniorstocks.com/lithium-wars-china-reinforces-grip-on-ev-supply-chain

Market Snapshot:

• Risk-Off Sentiment: Investors are favouring defensive sectors like Energy and Healthcare, while Technology and Consumer Discretionary sectors faced strong sell-offs.

• Growth vs Value Shift: Growth stocks struggled, whereas value-oriented stocks performed better, indicating rotation into safer bets amid uncertainty.

• Sector Rotation Likely to Continue: Watch for more moves into defensives as economic data and Federal Reserve comments shape the outlook for interest rates.