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The recent restrictions imposed by China on lithium processing equipment exports underscore the critical role that this metal plays in the burgeoning electric vehicle industry. As Western automakers and battery producers grapple with new challenges and uncertainties in sourcing lithium, the escalation of trade tensions and the quest for self-reliance come into sharper focus. The unfolding dynamics within the lithium market could redefine global trade relationships and significantly impact the trajectory of electric vehicle adoption in the coming years.