New Energy Vehicles (NEVs) in China

China, world's top graphite producer, to curb exports of key battery material​

BEIJING, Oct 20 (Reuters) - China will require export permits for some graphite products from Dec. 1 to protect national security, the commerce ministry said on Friday, as it faces growing challenges from foreign governments over its manufacturing dominance.

Graphite is used in the batteries for electric vehicles (EV) and China is the world's top producer, providing 67% of global supplies of the natural form, according to the U.S. Geological Survey.

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It also refines more than 90% of the world's graphite into material used in virtually all EV battery anodes.

China is enacting the curbs at the same time that foreign governments are increasing their pressure on its companies over their industrial practices.

The European Union is

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tariffs on Chinese-made EVs, arguing they unfairly benefit from subsidies. Also, the U.S. government earlier this week

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on Chinese companies' access to semiconductors, including stopping sales of more advanced artificial intelligence chips made by Nvidia.

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Under the new restrictions announced on Friday, China will require exporters of two types graphite to apply for permits, including high-purity, high-hardness and high intensity synthetic graphite material, and natural flake graphite and its products.

Three types of "highly sensitive" graphite items had already been under temporary controls, the commerce ministry said, and are included in the new list.

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The curbs are similar to those in place since Aug. 1 for two chip-making metals, gallium and germanium. The restrictions have slashed exports of the metals from China in recent months.

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coolgod said:

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China, world's top graphite producer, to curb exports of key battery material​

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Overbom said:

From this article in FT

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They say that in some finished graphite products China has almost 100% share..

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tphuang said:

If they want to hit back, just do export ban on Ga and Ge. Why are they allowing those still to be exported? I have no faith that any of their sanctions will actually have bite to them

BYD making the 5k discount on Qin+ more public. now available until end of nov (and i assume until end of year actually)

https://twitter.com/i/web/status/1715333938355253454

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tphuang said:

If they want to hit back, just do export ban on Ga and Ge. Why are they allowing those still to be exported? I have no faith that any of their sanctions will actually have bite to them

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