欧盟电池法延期两年落地

Core Points - The European Commission has proposed to delay the implementation of the due diligence obligations for battery supply chains from August 18, 2025, to August 18, 2027, to provide businesses and regulators with more preparation time [1][2] - The delay aims to address challenges such as supply chain adjustments, insufficient third-party certification mechanisms, and the need for coordination with new regulations [1] - The current geopolitical landscape has created difficulties in sourcing battery raw materials, particularly cobalt, natural graphite, lithium, and nickel, necessitating more time for companies to optimize their procurement chains [1] Summary by Sections Regulatory Changes - The deadline for the European Commission to publish due diligence guidelines has been adjusted from February 18, 2025, to July 26, 2026, to align with the CSDD directive guidelines [2] - The Commission emphasizes that the delay is not about lowering standards but ensuring effective implementation of regulations [2] Industry Impact - Battery manufacturers and related companies will gain an additional two years to establish compliant supply chain management systems and participate in industry certification programs [2] - The proposal must be approved by the European Parliament and the Council of the EU before it can take effect, which may alleviate short-term compliance pressures for businesses [2] Long-term Considerations - Despite the temporary relief, the EU's high standards for sustainability in the battery supply chain are expected to remain unchanged in the long run [2]