Free edition · 2026-09-04

Weekly Policy Brief #001

A time-classified view of selected Amazon and TikTok Shop policy changes: newly verified changes, upcoming effective dates, and ongoing operating risks.

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Time classification is based on when a change was newly verified, became effective, or remains operationally relevant.

New this week

No newly verified policy changes were detected across the sources successfully checked during this period.

Upcoming / effective soon

Previously announced changes with a near-term effective date or deadline.

1. Amazon EUHIGH

Lithium Battery Ban & Delisting Deadline

What changed: Cylindrical Li-ion cells (18650/21700/26650) are ineligible. Other lithium battery SKUs require authorized TIC certification.
Who is affected: EU sellers of lithium batteries, replacement batteries, or battery packs; not battery-powered finished products.
Timing: Non-certified products removed starting 2026-09-30.
One action: Audit inventory today. Delist banned cylindrical cells; begin certification for other battery SKUs.

Official source ↗Supporting source ↗

Ongoing watch

Earlier changes that remain relevant to operating decisions or account risk.

2. Amazon EU/UKHIGH

Principal Business Address Verification

What changed: EU/UK sellers must verify their principal business address. Missed verification can lead to payment withholding, then deactivation after the grace period.
Who is affected: EU/UK sellers receiving performance notifications, including CN cross-border sellers.
Timing: Check the deadline in Seller Central; the grace period is 60–90 days from notification.
One action: Open Account Health → Priority Actions and prepare the requested address documents.

Official source ↗Supporting source ↗

3. TikTok Shop EUHIGH

Commission Nearly Doubled

What changed: The standard referral fee moved from 5% to 9% for most categories.
Who is affected: TikTok Shop EU sellers, particularly sellers of low-margin goods.
Timing: Review current EU pricing and margins now.
One action: Recalculate SKU margins and check whether a new-seller commission discount applies.

Platform source: TikTok Shop Seller Center (may require login) ↗Supporting source ↗

4. TikTok Shop USHIGH

Self-Fulfillment Direction Remains Uncertain

What changed: The planned official-logistics mandate was partially rolled back, but the policy direction and SFCR requirements remain important to monitor.
Who is affected: US cross-border sellers relying on self-fulfillment.
Timing: Monitor official guidance; maintain SFCR below 2.5%.
One action: Compare official logistics with your current fulfillment cost before any tightening resumes.

Platform source: TikTok Shop Seller Center (may require login) ↗Supporting source ↗

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