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Under The Impact of Reciprocal Tariffs, The New Energy Market Will Fall Into Chaos: Lithium Iron Phosphate Batteries Will Become The Focus
Reciprocal tariffs hit the new energy market, and the supply chain of lithium iron phosphate batteries is turbulent.
Apr 10th,2025
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The United States recently announced reciprocal tariffs on Chinese new energy products, including tariffs on lithium iron phosphate batteries (LFP) increased by as much as 35%. This policy has a direct impact on the global new energy industry chain, and lithium iron phosphate batteries, as the core components of electric vehicles (EVs) and energy storage systems, are facing severe shocks in the market structure.
Lithium iron phosphate batteries have become the core of the tariff war, because from cost advantages to technology iterations, lithium iron phosphate batteries are not only the cornerstone of the new energy market, but also the key battlefield of the Sino-US trade game. Its future direction will directly affect the speed and pattern of the global energy transition.
