China Tightens Export Controls on EV Battery Graphite for National Security
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China strengthened export controls on some graphite used in EV batteries to "safeguard national security".
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The controls target "highly sensitive" graphite from Dec. 1 under "dual-use" export rules.
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China also removed controls on less sensitive graphite used in steel, metals, and chemicals.
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Graphite is essential for EV battery anodes and China dominates production.
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The move could affect the EV industry as China exports graphite to the US, South Korea, and Japan.