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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

DECEMBER 6, 2023

Starting this month, the Chinese government requires permits for certain graphite products being exported. Mozambique and Madagascar produce 13 and 8.5 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. Canada and Brazil are the only real exceptions located in our hemisphere.

Chinese 93
Chinese Production Battery Batteries 93
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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

NOVEMBER 21, 2022

With few producers in the graphite industry, graphite consumers enter into long-term bilateral supply agreements with little transparency on prices. In addition, relatively few analysts follow the graphite industry, making it difficult to get any long-term forecasts on graphite prices. Graphite and the Inflation Reduction Act.

Supplies 98
Supplies Manufacturer Light Mozambique 98
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