--- title: "Samsung SDI and SK On will see battery margins fall as Chinese export controls raise input costs." description: "China’s new licensing restrictions are set to tighten rare earths and graphite anode materials exports, both critical inputs for battery cells. Korean battery makers remain heavily reliant on Chinese " url: "https://bilby.ai/predictions/p/121/samsung-sdi-and-sk-on-will-see-battery-margins-fall-as-chinese-export-controls-r" markdown: "https://bilby.ai/predictions/p/121/samsung-sdi-and-sk-on-will-see-battery-margins-fall-as-chinese-export-controls-r.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # Samsung SDI and SK On will see battery margins fall as Chinese export controls raise input costs. - **Made:** 23 Sep 2026 - **By:** Owen Bae - **Market:** China - **Outcome:** Unresolved China’s new licensing restrictions are set to tighten rare earths and graphite anode materials exports, both critical inputs for battery cells. Korean battery makers remain heavily reliant on Chinese graphite, leaving them exposed to higher costs and weaker short-term profits. POSCO Future M, South Korea’s only producer of non-Chinese graphite anodes stands to benefit as battery makers will shift away from China. [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Samsung%20SDI%20and%20SK%20On%20will%20see%20battery%20margins%20fall%20as%20Chinese%20export%20controls%20raise%20input%20costs.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Samsung%20SDI%20and%20SK%20On%20will%20see%20battery%20margins%20fall%20as%20Chinese%20export%20controls%20raise%20input%20costs.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Samsung%20SDI%20and%20SK%20On%20will%20see%20battery%20margins%20fall%20as%20Chinese%20export%20controls%20raise%20input%20costs.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Samsung%20SDI%20and%20SK%20On%20will%20see%20battery%20margins%20fall%20as%20Chinese%20export%20controls%20raise%20input%20costs.) ## More from China 37 predictions on China so far, newest first. - 9 Nov 2026 · [Costly winter gas purchases will push CPC’s accumulated losses to about NT$127.6 billion by the end of 2026](https://bilby.ai/predictions/p/209/costly-winter-gas-purchases-will-push-cpc-s-accumulated-losses-to-about-nt-127-6) · Unresolved - 6 Nov 2026 · [Nvidia is likely to win additional computing orders by the end of 2027.](https://bilby.ai/predictions/p/208/nvidia-is-likely-to-win-additional-computing-orders-by-the-end-of-2027) · Unresolved - 5 Nov 2026 · [China’s IPO restrictions will redirect billions of yuan towards private financing.](https://bilby.ai/predictions/p/205/china-s-ipo-restrictions-will-redirect-billions-of-yuan-towards-private-financin) · Unresolved [All 37 from China](https://bilby.ai/predictions/log?tag=china) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)