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China Explores Limiting Its EV and Battery Exports For US Tariff Negotiations (msn.com) 145

"China is considering trying to blunt greater U.S. tariffs and other trade barriers," reports the Wall Street Journal, "by offering to curb the quantity of certain goods exported to the U.S., according to advisers to the Chinese government." Tokyo's adoption of so-called voluntary export restraints, or VERs, to limit its auto shipments to the U.S. in the 1980s helped prevent Washington from imposing higher import duties. A similar move from Beijing, especially in sectors of key concern to Washington, like electric vehicles and batteries, would mitigate criticism from the U.S. and others over China's "economic imbalances": heavily subsidized companies making stuff for slim profits but saturating global markets, to the detriment of other countries' manufacturers...

The Xi leadership has indicated a desire to cut a deal with the Trump administration to head off greater trade attacks... Similar to Japan, the Chinese advisers say, Beijing may also consider negotiating export restraints on EVs and batteries in return for investment opportunities in those sectors in the U.S. In some officials' views, they say, that might be an attractive offer to Trump, who at times has indicated an openness to more Chinese investment in the U.S. even though members of his administration firmly oppose it.

The article notes agreements like this are also hard to enforce, "particularly when Chinese companies export to the U.S. from third countries including Mexico and Vietnam."

China Explores Limiting Its EV and Battery Exports For US Tariff Negotiations

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  • Recovery your own raw material and make your own batteries. If that means you have to compromise a bunch of environmental nest feathering you'd prefer to keep, well then, maybe you can learn from that and evaluate the supposed environment saving properties of EVs properly.

    • by hey! ( 33014 )

      And who will you sell those batteries to?

      Let's allow for the sake of argument a trade war with a major trading partner might turn out well for us. But it's not *China* we're playing this game with. It's *everyone*.

      • Battery manufacturing is a race to the bottom. Over the past quarter century energy density has become 10x better. At the current rate of improvement even the cheapest piece of shit hand me down will be able to hold such a large charge that energy will be everywhere. You will find yourself installing battery battery packs in the space between the 2x4s in your wall that cost like $15 and each one being capable of running your entire house for 4 hours. A century later one pack will be able to run your entire

        • by Can'tNot ( 5553824 ) on Saturday March 22, 2025 @08:07PM (#65252967)

          Over the past quarter century energy density has become 10x better.

          Where are you getting this figure from, and what battery technologies are you comparing against one another to get this figure? It seems as though you'd have to be comparing lead-acid batteries to cobalt lithium-ion in order to get a difference in energy densities that large, and cobalt lithium-ion batteries have been in commercial production since the early nineties.

          Battery technologies have not advanced nearly as much as you're suggesting.

          • If you believe China (I know you probably don't) they're doing 711 Wh/kg lithium batteries which is 10x anything from the 90s
            • by dgatwood ( 11270 )

              If you believe China (I know you probably don't) they're doing 711 Wh/kg lithium batteries which is 10x anything from the 90s

              Lithium ion batteries by the late 1990s were almost 200 Wh/kg, so no, it isn't anywhere near 10x unless you're comparing to the very first versions in 1991 (~75 Wh/g). They are, of course, much, much *cheaper* than lithium ion batteries in the 1990s.

              • Because they use cheap chineseum to manufacture them.
                • by AmiMoJo ( 196126 )

                  Yet somehow their batteries are the best. You can get a Tesla with US-made Panasonic batteries, or Chinese made LFP cells. The Chinese ones are better in every measurable way, and it's very easy to compare since the cars are otherwise identical.

                  That's why so many Western manufacturers buy Chinese batteries for their EVs. They can build their own gigafactories, but the tech is mid to low end. Hard to get it cheap enough for their affordable cars, and not offering the performance of affordable Chinese models.

        • There is a physical limit to the energy density of an elecro-chemical battery. Failure to recognize this is a failure of the understanding on how batteries function.

          We are not on the "cusp of some insane energy densities" as there is a limit on how densely we can pack chemical energy. One issue is that as we pack the energy more densely the more protections we need to prevent an unintended release. There's a number of examples of unintended release of densely packed chemical energy in videos of EV fires.

          • "To get to where batteries fit in small spaces and provide heat and light for our homes for hours"

            Um, a Tesla powerwall's components could *easily* be reorganized to fit in single 16" floor to ceiling space between 2x4s. Already there. Given L-Ion fire risk obviously not the best idea, but for LFPs or other non fire prone chemistries it's entirely doable.

            Claiming we don't have small enough batteries to power houses for days is flatly false.

            • You're overestimating what a powerwall is capable of. A powerwall can run an average home on an average day for less than 12 hours assuming "normal" use. Which is an awful lot of hand waving, and is implicitly ignoring things like regional differences in weather, home fuel configuration (gas vs electric heat), etc. People using Powerwalls for storm backups are advised to disconnect basically everything but a chest freezer, and then it will limp you a few days. If you think they're going to run your AC on ev

              • I'm simply saying that battery size isn't an issue to run a house for days like poster was claiming. I said nothing about cost.

                Powerwall 3 is 11.5 kwh

                Average house uses 10-20 kwh/day https://www.eia.gov/energyexpl... [eia.gov]

                Lets go big and say 30kwh, so 3 powerwalls per day of use. Hardly 'room sized', I can *easily* fit that amount of energy storage in 3 2x4 16" wall spaces. And I have a spare 100 of those spaces still available.

                Poster I replied to is a well trodden /. troll lying about battery density....th

                • I mean, the guy you responded to wasn't wrong in implying there are physical limitations for battery density when considering safety. Your counter to that was a residential powerwall, and it just isn't a real example. You're also implying 30kwh-day household use is some kind of engineering margin type worst case, and frankly it isn't. The August average is higher than that in the American south, and daily draw could be a multiple of that depending on a lot of factors (home size, efficiency, outdoor temp, et

        • by citizenr ( 871508 ) on Saturday March 22, 2025 @10:30PM (#65253125) Homepage

          > Over the past quarter century energy density has become 10x better.

          1996 Toshiba Libretto 20CT battery pack PA2452UR was build using 1300mAh 17670 cells. Its been 30 years and we can barely buy 3x the capacity in slightly bigger 18650 form factor. Afaik Industry tops out at 3600mAh (Panasonic NCR18650G ) since 2019?

          • There are a lot of accessory technologies that have enabled EVs besides just battery density alone. Rare earth magnets became cheap. High efficiency power electronics capable of switching 1000+V came into existence and got cheap. Many advancements in battery pack construction such as active cooling and wireless BMSs have come along. Cheap processing power makes everything work better from charging algorithms to regenerative braking. You are correct that battery technology itself has been a slow burn. All th
          • A large part of energy density improvements do not come from assuming the density in a circular form factor but rather the density in the final device used. You're disingenuously limiting the argument comparing only cylindrical cells. One of our biggest improvements came from the move away from this inconveniently shaped battery.

        • So much wrong here it is ridiculous, if energy density improved that much my little RC car from the 90s with a modern battery would last at full speed for over 3 hours on one charge - IT DOESN'T.

          Batteries also cost at least the same, if not more.

          The first thing that $15 battery will do when you install it into your house is burn it down.

          from 4 hours to 20 hours in a century? what happened to that 10x density claim.
  • I think is the only Chinese company that sells cars in the US.
    • I think is the only Chinese company that sells cars in the US.

      Polestar is also launching in the US during Q2 this year so that makes two, three if you count BYD and its buses as 'cars' but I'm not sure if they have been ban-hammered but the angry orangutang yet.

  • by FudRucker ( 866063 ) on Saturday March 22, 2025 @08:27PM (#65252991)
    Trump is stealing money from everyone that needs to buy imported goods
    • Support your local vendor where one exists. Everyone buying imported goods for 40 years already deprived that money from fellow citizens.

      It is unsustainable long term to keep buying everything from an outside source. It's one-way money pump and you are on the sucking end.
  • So, Americans got what they wanted, you cannot buy so-called "heavily subsidized" Chinese EVs like BYD, and you guys also do not want Elon's Teslas.

    From now on, GE, Ford and their likes could pretend EVs never happened and continue to sell gas-guzzling ICE vehicles, keeping America as an island of ICE in the sea of EVs around the world.

    Right at the time when BYD announced 1000kW charging giving 400km range in 5 mins, on par with filling a gas tank. The switch to EV is inevitable and Americans chose to live

    • The big problem is battery cost. That will definitely be going down in the next few years, since even Saudi Arabia is getting into lithium mining [mining.com]. Also, new battery technology keeps making batteries better.
      • by ukoda ( 537183 )
        Outside of the USA battery cost is not the big issue it was. Where I live you can already get a new BYD BEV for the same cost as a new Toyota Corolla, and we have no subsidies on BEVs. On the current trend they will soon be noticeably cheaper. Inside the USA the maths is very different, and getting worse.
      • by AmiMoJo ( 196126 )

        EVs have reached price parity with fossil fuel cars, and we should be heading into the realm of them being cheaper in the next few years. Battery costs will keep coming down, and the drivetrains are much simpler.

    • Damn, GE makes vehicles now? Do they still bring good things to life?

      Even if we did have a GE branded car, it would just be more Chinese junk with the named licensed and stamped on it.
  • If it is just to support and encourage domestic us production by increasing the costs of imported competition, then China can just sell them to the USA at a higher price. The old dvd market used to be like this - they wanted to extract the maximum profits and people in different geographies could afford different prices.

    However, if Mr T just wants a tax income for his administration, then that won't help at all, and the US consumer will just have to suck up the higher costs, irrespective of if they're from

    • by gtall ( 79522 )

      " the consumer still gets the cheaper prices" and the U.S. consumer gets increase national debt., or increase taxes to pay for it. Either was, the consumer gets screwed as el Bunko knows.

  • by Wizardess ( 888790 ) on Sunday March 23, 2025 @03:49AM (#65253455)

    Perhaps it is time for China to quit subverting governments, setting up covert Chinese police stations in other countries, presuming it owns what it does not own in the South China Sea, stop its wasteful military build up, and quit declaring they are at war with the US in their internal military literature and classrooms. I for one choose to believe, literally, anybody who declares I am an enemy he is willing to destroy at any cost. It is time to believe China, lock the doors, and be ready to demonstrate that attacking the US would be foolish, even at only a financial level.
    {^_^}

  • Both a tariff and an export restriction will artificially restrict supply and thereby raise prices. In the former case, the US Government collects the surplus. In the latter case, it is Chinese manufacturers that collect most of the surplus, and non-Chinese manufacturers may also collect some.

  • Tokyo's adoption of so-called voluntary export restraints

    When you have tariffs you sell less product and any money collected by the US government is never seen by the foreign company. They just loose business. But if you make an agreement to voluntarily limit the volume of products going to the US, to stave off the need for tariffs, then the price of the goods in the US is still higher. Supply and demand. But instead of the US government collecting the difference in pricing the manufacturer can then d

  • Just like them claiming they aren't pushing fentanyl around the world while literally funding the factories manufacturing it.

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