Resilinc Special Report

How To Navigate China’s Graphite Export Restrictions

Starting December 1, 2023, China will require export permits for specific types of graphite to protect national security. Given that China is responsible for over 61% of global graphite production and as natural graphite plays a crucial role in manufacturing batteries used in electric vehicles, these restrictions are expected to impact the EV industry heavily. As a result, stockpiling is anticipated until December 1, affecting companies relying solely on China for graphite products. Other sectors, including semiconductors, aerospace, and defense, are also expected to face the brunt. In response, companies are actively seeking alternative sources to reduce single-source dependency to mitigate their supply risks.
In this Resilinc Special Report, we share in-depth insights into the graphite market, export control impacts on supply chains, potential outlook, and risk mitigation best practices.
Key Insights:
  • China’s graphite export controls: Background, commodity insights, and supply chain impacts
  • Industries affected, global graphite sources, and alternate materials
  • Potential outlook and best practices to mitigate your supply chain risks