Analysis-Global EV battery supply chain puzzles over China graphite curbs
© Reuters. FILE PHOTO: Graphite powder, used for battery paste, is pictured in a Volkswagen pilot line for battery cell production in Salzgitter, Germany, May 18, 2022. REUTERS/Fabian Bimmer/File PhotoSHANGHAI - 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 dominates the global EV battery supply chain including production of graphite - the single largest component. Graphite companies in the country process both the natural material mined domestically and overseas, as well as synthetic forms. Several executives in China and globally at companies that use graphite said they were still seeking further clarity on the new measures.
The commerce ministry did not respond to further queries from Reuters. A source familiar with the Chinese government's thinking noted that graphite was also used in military equipment.But Chinese companies, which have been building overseas plants, said the restrictions will have little effect on their operations abroad. The Chinese firms use synthetic graphite, but not the high grade form covered under the new measures, with a density of 1.73 grams per cubic centimetre and above.
Ningbo Shanshan, another leading Chinese anode maker, told The Paper that the restrictions would have no impact on its exports of artificial graphite products.
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