The European Union has adopted an amendment postponing the application of supply chain due diligence obligations under the Battery and Waste Batteries Regulation from the original date of August 18, 2025 to August 18, 2027. The deadline for issuing related guidance has also been extended to July 26, 2026. At the same time, the exemption threshold for companies has been raised significantly from 40 million euros to 150 million euros, and reporting frequency has been reduced from annually to once every three years.
The European Commission cited the delay as mainly due to the fact that half of the member states have yet to complete the designation of notified bodies, while industry standards remain immature. It also stressed the need for policy coherence with the Corporate Sustainability Due Diligence Directive (CSDDD).
For China’s lithium-battery industry, this translates into a “buffer window” of at least two years: in the short term, exports to Europe will not be subject to due diligence compliance requirements, and a large number of small and medium-sized enterprises will be exempted thanks to the higher threshold. Companies can use this period to strengthen their supply chain traceability and carbon management systems, positioning themselves for full compliance by 2027.
However, the postponement does not mean a relaxation of standards. Industry players along the value chain are advised to seize this window to solidify their foundational compliance capabilities for overseas expansion.
Source: WeChat Official Account——鑫椤锂电
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