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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

Chinese producers quickly increased production after a few months of closures in 2020. Russia, Madagascar, Ukraine, Norway, Canada, India, and Sri Lanka make up the remaining Top 10 countries that produce graphite. The US Geological Survey reported that China accounted for 79% of the world’s graphite mining last year.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Starting this month, the Chinese government requires permits for certain graphite products being exported. Mozambique and Madagascar produce 13 and 8.5 This also complicates the federal EV tax incentive scheme , which is tied to domestic content requirements. & In terms of graphite production, no other nation comes close.

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