China Develops Deep-Sea Cable Cutting Device, Raising Security Concerns

Jiangsu Jiuwu Hi-Tech, a major Chinese producer, has ceased exports of sorbents used in lithium processing, a move reflecting Beijing's potential implementation of export controls on critical battery technology. The suspension, effective February 1, follows a January announcement from China indicating plans to restrict lithium and battery-related technology exports, according to sources familiar with the situation.
China is the leading global supplier of sorbents, crucial for extracting lithium from brines and other sources. Analysts note that the lack of transparency in this market complicates the assessment of its size and impact. As trade tensions escalate with the U.S., the proposal has already caused a “chilling effect” on transactions, with banks seeking additional approvals for exports, a move confirmed by a China-based international lawyer in the clean energy sector.
The anticipated restrictions could disrupt lithium extraction plans for Western oil companies, particularly those looking to utilize Chinese technology. Industry leaders are now considering alternatives, with some Western firms expressing interest in developing home-grown solutions to counteract China's dominance, as suggested by various executives.