The global supply of graphite, a critical component of Li-ion battery anodes, could soon represent a major bottleneck for EV production. Supply chain experts have been sounding alarms about graphite for some time. Some months ago, Benchmark Mineral Intelligence was already reporting that “the potential graphite supply crunch is arguably one of the most acute and underappreciated across all battery raw materials.” Then came China’s surprise announcement that it would, Read More
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