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US targets Chinese lithium battery manufacturers with tariffs and bans as domestic production ramps up

At the beginning of 2025, the US Department of Defense blacklisted China’s lithium battery leader, Contemporary Amperex Technology (CATL), followed by US President Donald Trump imposing a 20% tariff on Chinese products, including lithium batteries. Recently, the US further prevented the US Department of Homeland Security from purchasing batteries manufactured by Chinese companies.