What China's graphite export curbs mean for EVs: 5 things to know

Rules starting Dec. 1 threaten to snarl supplies of key battery material

20231130 EV battery China

China churns out nearly all the high-quality graphite used in electric vehicle materials. © AP

KIM JAEWON and RYOHTAROH SATOH, Nikkei staff writers

TOKYO/SEOUL -- Electric vehicle makers are bracing for Chinese export curbs on graphite, a key material in EV batteries, to begin on Friday.

The restrictions require a license for export of some synthetic and natural graphite, of which China is by far the world's biggest supplier. The move is widely seen as a response to U.S. controls on shipments of cutting-edge chips and chip equipment to China, as Washington attempts to curtail Beijing's efforts to develop its own advanced semiconductor industry.

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