Recent trade actions have introduced significant battery tariffs on goods imported from China. These changes include duties as high as 104% on some clean energy components, including lithium-ion batteries, critical for energy storage and EV systems. According to U.S. import data, lithium battery shipments from China reached $1.9 billion in 2024.
These components are now subject to cumulative tariffs, increasing manufacturing costs for domestic OEMs. 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.
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. This marks a significant increase compared to the average 20.8% rate recorded in 2024.
While increasing U.S. battery production may reduce reliance on imported goods, it does not automatically lower costs in the near term. Building and operating domestic facilities involves higher labor expenses, stricter regulatory compliance, and higher capital costs than established production hubs in Asia.
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