Japan fears China will block graphite in coming trade war, page-15

Here’s what I would do if I was US/Europe/ROW:

Allow a certain percentage of Chinese Synthetic Graphite to be combined with natural flake Graphite. The combining would need to happen outside China and be overseen by an independent agency (many battery manufacturers are known to use a mix of both types to obtain the benefits of both in order to balance cost efficiencies with the performance and lifespan of the battery eg Panasonic and CATL).

The higher the % of Natural flake included then the greater the Chinese Tarif reduction (or similar).

Not to be used as a penalising pricing mechanism but to offset the higher energy and emissions produced by synthetic graphite production - we’re trying to go green and save the planet after all.

All overseen by an independent agency for visibility, clarity, certification and audit.

China gets to sell EV’s and synthetic graphite, ROW gets to set up manufacturing & supply chains and support its nascent EV industry whilst also cutting down on emissions.

Feel good win win.

Thank me later SV.

DYOR IMO