China’s Battery Export Curbs and the Future of LFP

China has introduced new export license rules for advanced lithium iron phosphate (LFP) battery materials—potentially restricting global EV and clean energy supply chains. In this episode, I speak with Dan Blondal, CEO of Nano One Materials, one of the few companies outside China developing LFP technology. We discuss what the new rules mean for the market, China’s head start in high-density LFP, and how innovation like Nano One’s “one-pot process” could make North American production more competitive.