This from Samsung SDI is exactly why US should impose 301 tariffs.
Samsung SDI called for the inclusion of low-value anode materials like graphite as “non-traceable battery materials” under FEOC requirements.
“Graphite, in particular, is more difficult to track because cell manufacturers frequently utilize a mix of both synthetic and natural graphite in their batteries, increasing the number of suppliers to track," Samsung SDI said in the letter. "Graphite is a relatively low-value input for batteries, accounting for only three to four percent of the value of the battery."
Korea imported 97 percent of natural graphite from China last year, according to the Korea International Trade Association.
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