欧盟电池法尽职调查规则推迟实施 对欧出口企业获得缓冲期

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 companies and regulators more time to adapt to challenges such as supply chain adjustments and certification mechanisms [1][2] - The delay is primarily due to issues related to supply chains, certification, and regulatory coordination, influenced by geopolitical factors affecting the procurement of raw materials like cobalt, natural graphite, lithium, and nickel [2] - The postponement is seen as a short-term relief for battery companies, allowing them to improve supply chain management and participate in the development of certification systems, while also presenting long-term opportunities for sustainable supply chain construction and green technology innovation [3] Industry Insights - The delay in the implementation of the EU battery law is expected to provide a buffer period for battery companies, enabling them to enhance their supply chain management and engage in the certification system's development [3] - Chinese battery companies have shown strong performance in the European market, securing significant energy storage contracts, indicating robust market competitiveness [4] - Despite the delay, the European Commission emphasizes that the standards for carbon footprint and recycling remain unchanged, and companies must continue to focus on compliance and sustainability to maintain competitiveness in the market [5][6] Recommendations - Experts suggest establishing a comprehensive carbon accounting system and improving the database for battery material emission factors to ensure the integrity and transparency of carbon footprint data [7] - Companies are encouraged to actively participate in the formulation of domestic and international carbon footprint accounting standards to align with global standards and facilitate mutual recognition [7] - A complete supply chain traceability system should be constructed to ensure that the lifecycle information of each battery product is verifiable and accessible [7]