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Why China’s Export Tax Changes Could Mean for Home Battery Prices in Australia

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22/01/2026
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Home solar battery prices in Australia have followed a familiar pattern for years: wait a little longer, and they usually get cheaper. 

That assumption is starting to wobble. 

China, which manufactures most of the home batteries installed in Australian houses, is changing how it taxes battery exports. That doesn’t mean prices are about to jump overnight, but it does indicate a change in the conditions that kept battery costs falling. 

For homeowners weighing up a battery in 2026, this is important. This isn’t a reason to rush, but to rethink the idea that waiting always pays off. 

What China is changing

China has long used export tax rebates to keep manufactured goods competitive overseas. Solar batteries are part of that. 

Now, the rebates are being reduced with plans to phase them out. For battery manufacturers, that means exported units cost more to sell than they did before. What’s changing now is the price support that helped keep global battery costs low. 

For Australia, where most home batteries are imported from China, the impact is indirect but real. New stock coming through the supply chain is likely to land at slightly higher wholesale prices than earlier shipments. 

That change won’t appear overnight on installer quotes. It filters through gradually, as older inventory clears and new pricing becomes the norm. 

How battery price changes show up in Australia

When battery prices change overseas, Australian households don’t feel it immediately. This is because batteries move through several layers before they reach a home: 

Manufacturing > Shipping > Wholesaling > Installation

Each step absorbs cost and delays the rest. That’s why price changes tend to creep in, rather than arrive all at once. 

In practice, this means two households shopping for batteries at the same time can be quoted different prices, even if nothing dramatic has happened in the market. Some installers are still working through older stock, while others have already priced in newer costs. 

It also means headlines about price rises rarely match what homeowners see on quotes in the short term. The effect is gradual, uneven, and often hard to spot unless you’re watching closely. 

This lag matters because timing plays a big role in what a battery actually ends up costing. 

What this could realistically mean for solar battery prices

The most likely outcome is a gradual shift in how prices behave. Over the past decade, the cost of batteries has mostly moved in one direction: down. Manufacturing scale, intense competition, and export support all helped push prices lower year after year. China’s export tax changes don’t reverse that progress, but they do weaken one of the forces behind it. 

What that means is prices may stop falling as reliably as they once did. Some systems may hold steady in price for longer. In some cases, new stock may land at slightly higher price points than older inventory. 

Batteries are also more exposed than solar panels. Panel pricing is driven by extreme global oversupply and razor-thin margins. Batteries rely more heavily on component costs and logistics, which makes them more sensitive when support mechanisms change. 

The key takeaway is that waiting no longer guarantees a better battery deal. 

Why rebates and installation timing matter more than China alone

China’s export tax changes affect background pricing. For most Australian households, local factors matter more. 

  • Rebates are locked in at installation: Ordering early doesn’t protect you if the system is installed after a rebate step-down. 
  • Rebate reductions can outweigh overseas price changes: Losing part of a rebate often costs more than any gradual increase in battery hardware prices. 
  • Installer demand affects final pricing: as rebate deadlines approach, installers book out, lead times extend, and quotes can tighten. 
  • Delays change outcomes: Two identical batteries can end up costing different amounts simply because one is installed later. 
  • Overseas price changes move slowly: Local rebate rules and installer schedules tend to have a faster, more visible impact on what homeowners pay. 

Short answer: No one should rush, but some households do have a stronger case for acting sooner rather than later. 

Whether timing matters for you comes down to how close you already are to a battery making sense. 

Buying sooner may be worth considering if you: 

  • Already have solar and regularly export excess energy
  • Use most of your electricity in the evening
  • Are planning to add a battery within the next year anyway
  • Want to lock in current rebate levels before they step down
  • Have limited appetite for future price uncertainty

Waiting may still make sense if you: 

  • Don’t yet have solar
  • Have low overall electricity usage
  • Are unsure about battery size or budget
  • Expect your household needs to change soon (for example, an EV or major renovation)

The key point is this: decisions driven by fear of price rises usually lead to poor outcomes. A battery only delivers value if it suits how your household actually uses power. 

China’s export tax changes may influence the direction of prices, but they don’t change the fundamentals. System design, usage patterns, rebates, and installation timing still matter far more than headlines. 

Energy Matters has been in the solar industry since 2005 and has helped over 40,000 Australian households in their journey to energy independence.

Complete our quick Solar Quote Quiz to receive up to 3 FREE solar quotes from trusted local installers – it’ll only take you a few minutes and is completely obligation-free.

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