Auto industry fears China could use graphite controls to reverse EV ‘friendshoring’

The North American automotive industry is concerned China could use new export controls to restrict electric vehicle producers’ access to graphite, a critical input, and protect its role in global supply chains, industry representatives tell Inside U.S. Trade . Just days after the U.S. widened controls on semiconductor exports last month, Beijing announced graphite producers will have to secure permits to continue exporting certain products essential for EV battery manufacturing after Dec. 1. It is not yet clear how these...