The United States has imposed tariffs that have triggered a race to build a non-Chinese supply chain for graphite, a key material for electric vehicle batteries. Currently, China controls nearly 100% of the graphite market, which has been neglected by the industry until now. The US government acknowledges that battery makers need Chinese graphite in the short term to qualify for the IRA tax credits but is determined to close this loophole soon. Experts urge Washington to collaborate with allies to establish a new supply chain for electric vehicles to avoid reliance on China and maintain competitiveness in a decarbonizing world.
Indian political experts back Taiwan-India exchanges amid China criticism https://t.co/39R1YUa0fr
In their @ForeignAffairs article, Jonas Goldman, @noah_gordon_, @bentleyballan, & @danbbaer argue that the US should expand battery production, both "to avoid reliance on China and maintain competitiveness in a decarbonizing world." Read more: https://t.co/r9kK526FPb
LME #zinc prices rise 3%; rest of complex mixed ahead of US economic data amid China's absence https://t.co/lVfDVH93Rg
The U.S. must work w/other Arctic countries & play the long game to protect its interests. That was my message at a recent Arctic Working Group briefing w/@gmfus, whose research is essential to understanding what rivals & competitors like Russia & China are doing in the Arctic. https://t.co/gJVJSzFYHD
China, Kyrgyzstan, and Uzbekistan have signed an agreement to build a railway linking Kashgar in China to Andijan in Uzbekistan after 20 years of planning. The project is expected to cost $8 billion. https://t.co/9sUaMc1JGb
A Huge Audience. India, China’s World Cup Qualifying Hopes Are on the Line in Asia https://t.co/4j9H02FsFW
🇨🇳 China has cautioned against underestimating its determination and capability to defend its territorial integrity, including over Taiwan, Sputnik reported at the PRC embassy, noting that US arms sales to Taiwan undermine China's sovereignty. https://t.co/X8RSDqKTA0
“China’s research clout leads to growth in homegrown science publishing.” https://t.co/s4DCXCJG4O https://t.co/YBCzjlmKSc
Overall price levels in China are likely to rise, from moderately to significantly, as domestic demand is expected to improve amid a series of policy measures aimed at boosting consumption and increasing investment, experts said. #economy https://t.co/si1X0LZx76
The contest between #US & #China-#Russia alliance is heating up as the battlelines are being redrawn. However, China realises that in the renewed contest, it faces a far more competitive West. From @Gen_RajShukla https://t.co/Ss3edpVJAb
It doesn't have to be this way. Feels like we all take it for granted and that it will never change at this point https://t.co/LdYcPP4vPO
Apple to launch Vision Pro in China, Japan and Singapore this month https://t.co/dqSMkcuIwE
The US actually produces some key inputs for China’s clean tech industries. US sand goes to China for polysilicon ingots to make solar panels. US needle coke goes to China to make battery anodes. The question is why do these go to China rather than into US clean tech industries?
When I’m in China within the great firewall, I can easily estimate a loss of 40-60 minutes of productivity everyday. Slow uploading of websites, apps, download of emails, files, drawings. And I don’t do heavy files. Great Firewall increases digital divide and reduces GDP
Jonas Goldman, @noah_gordon_, @bentleyballan, and @danbbaer examine the factors putting the United States’ transition to green energy at risk—and urge Washington to work with its allies to build a new electric vehicle supply chain. https://t.co/KUPv2mtwQ6
US tariffs trigger race to build non-Chinese supply chain: “The US government was forced to acknowledge that battery makers need Chinese graphite in the short term if any vehicles are to qualify for the IRA tax credits. But it is firmly determined to close that loophole as soon…
The graphite fight: US tariffs trigger race to build non-Chinese supply chain Key material for electric vehicle batteries has been neglected by industry to date, giving China almost 100% of market https://t.co/Kndv0xEwUS
The graphite fight: US tariffs trigger race to build non-Chinese supply chain https://t.co/UdCfYabteG