Overview of Use of U.S. Trade Restrictions on
This policy brief provides an overview of the primary provisions of U.S. trade law that have been used to address trade
As new battery tariffs and expanded China tariffs continue to reshape global trade, U.S. policymakers and businesses are reevaluating the domestic battery supply chain. This section outlines the current status of U.S. battery production, the resources required to scale it, and the challenges involved in reducing reliance on overseas suppliers.
The U.S. battery market has entered a period of pricing uncertainty due to expanded battery tariffs. Starting in 2025, new Chinese tariffs on imported lithium-ion cells and components—especially those used in energy storage systems—have reached levels as high as 104%, according to updated trade filings.
In consumer electronics, previously exempt battery shipments valued under $800 are now included in the tariff structure following the policy change. This shift has affected U.S. handheld device batteries and backup battery unit importers. 2. Challenges in Importing Lithium Batteries Under China Tariffs
Two major areas of international trade that will remain causes of concern for energy storage projects are the application of tariffs and supply chain integrity.
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