China’s Export Controls Might Trigger a U.S. Graphite Boom

In the name of “national security”, Beijing has imposed new exports controls on graphite, restricting one of the most critical battery metals to Western markets as China attempts to dominate the global EV market. It’s both a threat and an opportunity. It’s an opportunity if you are a rare graphite processing company with operations in both the U.

S. and China.  One of the biggest news pieces on the graphite scene since Beijing’s export restrictions was a proposed SPAC deal in December 2023 that could…