Here We go investors , Graphite restrictions are on from China ,...

Here We go investors , Graphite restrictions are on from China , Silicon anodes will be the big push the rest of the world has to hove .
The next front in the tech war with China: Graphite (and clean energy)

By Lily Kuo
November 29, 2023 at 5:00 a.m. EST

A new front has opened in the intensifying U.S.-China tech war: This time, it’s over the metals needed to power electric vehicles and make the computer chips and electronics that fuel the U.S. economy.

And Beijing has made clear its restrictions on critical minerals are payback for Washington’s efforts to curtail Chinese access to advanced American semiconductors.

“This is just the beginning,” Wei Jianguo, former vice commerce minister, said in July, when China restricted exports of gallium and germanium, which are used in high-performance semiconductors, weapons systems and solar panels.
“China has many means and types of sanctions it can use. If restrictions on our high-tech industry continue to escalate, China’s countermeasures will also escalate,” he warned.

China is now doing just that. From Friday, new restrictions on another key mineral — graphite, a soft form of carbon used in almost all electric car batteries, as well as semiconductors and nuclear reactors — will come into effect. The rules will require exporters of high-grade graphite to apply for approval, and were announced just three days after Washington released new controls to limit artificial intelligence chips heading to China.