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Global EV battery supply chain puzzles over China graphite curbs

Global EV battery supply chain puzzles over China graphite curbs
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Analysis-Global EV battery supply chain puzzles over China graphite curbs

Beijing's move to restrict graphite exports will have a disproportionate impact on foreign makers of electric vehicle battery components who have not yet shifted to using as much synthetic material as Chinese counterparts, industry insiders and experts said. China's latest limit on critical mineral exports, which Beijing said is not targeted at a specific sector, has fuelled uncertainty in the global EV supply chain since it was announced last Friday. Some Chinese manufacturers, including those with operations overseas, said they expect limited impact from the rules as most EV batteries they make use a grade of synthetic material that is unaffected by the curbs. ....

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