The intricate tapestry of the global electric vehicle (EV) battery supply chain finds itself entangled in the enigma of China’s graphite constraints. Beijing’s recent maneuver to constrict the flow of graphite exports sends ripples across the industry, casting a shadow, especially on international EV battery component manufacturers whose reliance on synthetic materials pales in comparison to their Chinese counterparts. The repercussions of this strategic move reverberate far beyond the borders, leaving foreign entities grappling with an unforeseen challenge, navigating a landscape skewed by these regulatory constraints.
China just did something that’s making the worldwide battery industry panic
