The new graphite export controls China announced recently may be more of a signal than a punishment.
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China’s Critical Mineral Muscles Come Into View
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Graphite: The Next Battery Mineral Bottleneck
Report / 24 May 2023 / Adam Ragozzino
The U.S. imports 100% of its graphite, the mineral used for battery anodes and almost one-third comes from China. China also converts over 90% of the world’s graphite into anode material. Can the EV industry scale up without China?
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Toyota, Feet to Fire, All in on EVs in Europe; Tesla and SK Appeal for Graphite Waivers
Report / 07 Dec 2021 / Christie Schweinsberg
The No.1 Japanese automaker appears to have no way to go but ZEV in Europe, while Tesla and SK are asking for tariff waivers to get Chinese material for U.S. batteries.
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The Analyst Team
Adam Ragozzino
Follow AnalystPrincipal Analyst, Batteries and Electric Powertrains
Adam Ragozzino is a Principal Analyst at Informa Tech’s Automotive Group (Wards Intelligence, WardsAuto, and TU Automotive), covering the rapid advancements in electric vehicle Batteries and Electric Powertrains. Adam’s focus areas also include the latest trends in batteries, electric motors, related power control & conversion technologies, all-wheel-drive systems & EV transmission trends, hybrid & fuel-cell powertrains, and the impact on internal combustion engines. As an analyst, he looks at events and technology innovations in the industry and helps explain why they matter and what comes next. His latest project concerns battery technology trends and who is winning the EV race.
Before coming to Wards, he was the automotive analyst at a small startup company focused on helping clients see trends in the industry. Previously, he worked as an analyst in marketing, policy, and healthcare. When not writing about the next battery trend, you can find him riding or skiing throughout Colorado.
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