Technical FAQs 4

Which countries should consider a battery tariff in 2025?

At the beginning of 2025, important countries and territories to consider for battery tariffs included Japan (Panasonic), Korea (Samsung/LG), the EU, Turkey (Pomega), South Africa (Polarium), India, Malaysia (EVE), Thailand (Gotion), and Indonesia (CATL).

How will tariffs affect battery manufacturers in 2025?

While this is a reduction from a threatened 27.5% rate, it still represents a significant impact for battery manufacturers. Lithium-ion Cells from China: At the beginning of 2025, lithium-ion cells from China, specifically for energy storage systems (ESS), faced a 64.9% cumulative tariff rate.

Does China have a role in the battery industry?

The U.S. battery industry continues to adapt to a fast-changing global landscape, with trade policies, especially those involving China, playing a central role. As the world’s dominant player in battery supply chains, China remains at the heart of ongoing debates over tariffs, national security, and industrial policy.

Are Trump's tariffs hurting the battery industry?

Some reports and analysts indicate that Trump’s tariffs are hurting battery industry investments in the United States, potentially leading to more expensive electricity and a compromised energy transition, as domestic production struggles to keep pace with domestic energy needs.

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