Episode 1601 • • 2:08:12 - 2:13:46
1601: Unkool & The Gang
China Graphite Export Restrictions, EV Battery Supply Chain
China announced new permit requirements for graphite exports, a move seen as retaliation for U.S. restrictions on AI chips. As China produces two-thirds of the world's graphite, these controls could significantly impact the global electric vehicle battery and semiconductor industries.