Restricting rare earth exports has left the US desperate, and China has made another big move, banning the sale of lithium batteries to the US, media: the US power grid may be paralyzed

Restricting the export of rare earths can be said to have completely left the US desperate. China has also applied the US's long-arm jurisdiction against itself. While the US is still thinking about how to deal with the rare earth restrictions, China has struck again, this time by banning the sale of lithium batteries to the US.

China not only restricts the export of lithium batteries with energy density exceeding 300Wh/kg, but also restricts the export of technologies in the entire industry chain, key equipment, and raw materials.

Compared to rare earths, people may not be aware of China's dominant position in the field of lithium batteries. China holds a dominant position in the battery supply chain, controlling about 96% of the global anode material and 85% of the cathode material capacity. Especially in the field of high-energy-density lithium batteries, the US cannot bypass China's technological layout at all.

Know that according to U.S. law, high-energy-density lithium batteries are considered "critical military supplies." In the field of grid-scale lithium-ion batteries, about 65% of the U.S. import volume comes from China. Especially in the context of AI industries causing a surge in data center electricity consumption, the U.S. relies on large battery storage to stabilize the grid. Therefore, U.S. media believe that China's regulation of lithium batteries could cause the U.S. power grid to collapse.

Some U.S. media even believe that China is trying to completely cut off the future of the United States. People may not know that electricity is considered a new energy that can replace oil. Whether it is artificial intelligence, supercomputers or high-energy weapons, they all depend on the development of electricity. At this time, China's restriction on the export of lithium batteries will delay the development of the U.S. in high-tech fields.

China's moves have clearly targeted the vital points. Whether it is rare earths, graphene or lithium batteries, all the goals are clear: to strangle the development of the U.S. high-tech industry.

Original: www.toutiao.com/article/1845791435447491/

Statement: This article represents the views of the author.