China to restrict Export of Graphite disrupts Supply Chain for Li-ion Batteries Manufacturing

From December 1 Under the new restrictions, exporters need to apply for Beijing permission to ship two types of graphite, including high-purity, high-hardness, and high-intensity synthetic graphite material, and natural flake graphite and its products.

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It is used in the manufacturing of anode and constitutes 15-20% of Li-ion battery mass. Globally China is the major exporter of graphite and refines more than 90% of graphite used for Li-ion batteries.

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China’s commerce ministry said the move on graphite was “conducive to ensuring the security and stability of the global supply chain and industrial chain and conducive to better safeguarding national security and interests”.

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China on August 1, imposed restrictions on the export of gallium and germanium which are used in the manufacturing of power electronic chips.

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The European Union is charging tariffs on Chinese-made EVs and Chinese companies’ access to semiconductors, including more advanced artificial intelligence chips made by Nvidia, is widened in the USA.

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