New York Times article . Good read.
In conclusion, China’s new graphite export permits have the potential to impact EV consumers through increased prices. While alternatives like silicon are being developed, diversifying graphite sources outside of China is crucial for the long-term sustainability of the EV industry.
https://www.motormoutharabia.com/uncategorized/will-chinas-lock-on-graphite-supplies-become-a-problem-for-ev-manufacturing-2/75800/
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