Reliance Scrambles to Secure Chinese Battery Supplies Ahead of Export Restrictions – EQ
In Short : Reliance Industries is rushing to secure battery components from China before new export restrictions take effect on November 8, 2025. Teams are expediting shipments, sometimes bypassing final checks, to ensure timely delivery for India’s mega solar and battery projects. China, a key supplier, exported $48 billion in batteries in the first eight months of 2025, up 26% year-on-year.
In Detail : Reliance Industries is accelerating its orders for battery components from China ahead of the country’s new export restrictions set to begin on November 8, 2025. The move comes as Beijing implements tighter controls on technology vital to electric vehicle and renewable energy supply chains, requiring special permissions for exports. Companies globally are rushing to secure shipments before the rules take effect.
A dedicated Reliance team has traveled to China to expedite the processing and shipment of critical battery gear. Other foreign firms are also taking similar steps, creating a surge in demand at Chinese manufacturing facilities. Some shipments are reportedly bypassing final quality checks to meet the looming deadline, reflecting the urgency in global battery markets.
The components are essential for Reliance’s plans to locally assemble and manufacture batteries for large-scale solar projects. Without these imports, the company’s renewable energy initiatives could face delays, potentially slowing India’s transition to cleaner energy sources. Local production relies heavily on timely access to advanced Chinese battery technology.
China’s export restrictions are seen as a move to maintain technological leadership in the global battery market. These controls are expected to impact international supply chains, especially companies dependent on Chinese-made equipment. Firms are evaluating alternative suppliers, though few can match China’s production scale and technological expertise.
In the first eight months of 2025, China exported $48 billion worth of batteries, a 26% increase from the same period last year. This underscores the country’s dominance in the battery sector and its importance to global renewable energy projects. Reliance’s expedited orders aim to secure a portion of this output before restrictions tighten.
Industry experts say that the export curbs may trigger temporary shortages and price increases for critical battery components. Companies like Reliance are trying to mitigate risks by securing shipments early, highlighting the strategic significance of supply chain timing. Delays could disrupt production schedules and project timelines in India.
Reliance’s push reflects the broader scramble among global firms to preempt regulatory changes in China. As the country asserts control over sensitive technology, international companies must adapt quickly to maintain production continuity. Early action is key to avoiding operational disruptions and sustaining renewable energy ambitions.
The situation highlights the interdependence of India and China in the renewable energy sector. While India aims to boost domestic battery manufacturing, Chinese technology and components remain crucial. Reliance’s efforts underline the delicate balance between local production goals and global supply chain realities.
With November 8 approaching, the race to secure battery equipment is intensifying. Reliance’s proactive measures may help ensure uninterrupted progress on solar and battery projects, while navigating geopolitical and regulatory challenges. The outcome could influence India’s renewable energy capacity and its role in the global clean energy transition.
