Why it is moving
The new consumption tax will take effect in September 2026, adding costs to regional battery production and trade.
Driver data is partial
Some drivers have no confirmed source evidence yet, read those as context, not confirmation.
Main drivers
China’s consumption tax policy on batteries may increase production costs in the global supply chain.
No confirmed source evidence yet.
Divergent tax policy changes among countries affect price competition in the battery market.
No confirmed source evidence yet.
Upcoming events