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REWATCH: SC Insights: Lithium, batteries and trade wars Join Andy Leyland, Managing Director of @SC-Insights, and Jose Hofer, LIB Expert, for an insightful webinar on the impact of announced tariffs on Chinese battery/EV imports. Explore the potential disruptions to supply chains caused by these tariffs, the rationale behind the US's push to increase EV tariffs, and the reverberations throughout the supply chain. Delve into the implications for innovation and investment in the sector and consider the implications for Europe in light of these developments. Slides are available upon request #USA #China #EV #Battery #Europe #lithium #lithiumbattery #geopolitics #tesla SC Insights offers data packages and bespoke consulting solutions, from raw materials to finished cells and packs. Contract Commercial Terms Advisory. Supply Chain Workshops. Supply Chain Mapping Solutions. Price Risk Mitigation Strategies. Consolidation Strategies. Lenders Market Reports. Price Reporting Agency Strategy https://lnkd.in/eJgeuJMP

It is fascinating to closely track the dynamically changing global electric vehicle battery supply chains, especially at a time when two of the world's largest economies continue to remain involved in an ever-evolving trade war. Mainland China imposed a temporary export control measure on graphite, a critical material used in producing battery anodes, on December 1, 2023. Same day, the US Treasury Department published guidance on foreign entity of concern (FEOC), placing the People's Republic of China (PRC) in the list. The mandate makes it difficult for made-in-China products to qualify for tax credits in the US. Mainland China, the world's largest producer of graphite, refines almost 90% of the graphite globally. The graphite export control measure has left big non-Chinese battery makers look elsewhere to diversify their supply chains. Here's an in-depth piece I wrote, evaluating the impact of this move on key regions, including the US, Europe, Japan and South Korea, and how are the countries / companies responding to stabilize the lopsided value chain in the future. #graphite #graphiteelectrode #lithiumionbatteries #electriccars #electricmobility #batterymetals #batterymanufacturing #batteryrecycling #rareearths #chinasourcing

So, so much going on right now at the intersection of trade policy, US-China competition, and energy transitions. In my latest for Barron's, I discuss changes in the final Treasury guidance on critical mineral sourcing that will allow Chinese graphite in IRA-compliant EV batteries until 2027. It is one thing to aspire to a “Made in America” supply chain for minerals key to renewable technology and semiconductors. It is another thing entirely to make it a reality in a few short years. https://lnkd.in/eDgJ8xEF

Solvay of Belgium, one of the world's top suppliers of high-purity hydrogen peroxide for chipmaking, has delayed construction of its Arizona plant for later review, sources with knowledge of the matter said. They cited cost concerns as well as the longer-than-expected wait for its key clients Intel and TSMC to expand production. Chang Chun Group, another leading producer of semiconductor-grade hydrogen peroxide, significantly scaled back the construction of its new plant in Arizona. The Taiwanese chemical group has started building part of the plant, but on a much smaller scale than planned. A source familiar with the matter said the cost is "several times" greater than it had expected. KPCT Advanced Chemicals, a joint venture between Kanto-PPC and Chemtrade, also postponed the construction of its high-purity sulphuric acid plant in Arizona. Topco, a leading chemical and material distributor, has put on hold its planned logistics center in Arizona, a company executive told Nikkei Asia. https://lnkd.in/gpCkEvGH

Get ready for the International Battery Summit 2024! This premier event is your gateway to the latest advancements and trends in the battery supply chain industry. Join industry leaders, regulators, innovators, and experts from around the globe as they gather to discuss and explore critical topics that drive the future of the battery market. The International Battery Summit 2024 is not just an event, it's a pivotal moment for everyone involved in the battery supply chain. With dedicated sessions on raw material sourcing, manufacturing advancements, and supply chain optimization, this summit is designed to equip you with the knowledge and connections necessary to stay ahead in this rapidly evolving industry. Whether you are a manufacturer, supplier, or industry enthusiast, this summit is essential for unlocking the secret to success in the world of the battery industry. Secure your seat and take the first step towards powering the future! Register now: https://lnkd.in/g2v63SHX Contact us: https://lnkd.in/geWk8SGu #InternationalBatterySummit #IBS #summit #NBRI #Battery#Battery #Industry #BatteryIndustry #GlobalBatteryIndustry #CleanEnergy #BatteryInnovation #BatteryTechnology #PolicyAndRegulation #Standardization #ElectricVehicles #IndustryNetworking #CleanEnergyRevolution #BatteryEcosystem #IndustryPlayers #Investors #CleanEnergyFuture

📉 𝗖𝗵𝗶𝗻𝗮 𝗧𝗶𝗴𝗵𝘁𝗲𝗻𝘀 𝗘𝘅𝗽𝗼𝗿𝘁 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝗼𝗻 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗠𝗲𝘁𝗮𝗹𝘀 📉 As global demand for semiconductors and advanced technology continues to surge, recent developments from China are making waves. 𝗖𝗵𝗶𝗻𝗮 𝗵𝗮𝘀 𝘁𝗶𝗴𝗵𝘁𝗲𝗻𝗲𝗱 𝗲𝘅𝗽𝗼𝗿𝘁 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝗼𝗻 𝘀𝗲𝘃𝗲𝗿𝗮𝗹 𝗸𝗲𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗺𝗲𝘁𝗮𝗹𝘀, 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰𝗮𝗹𝗹𝘆 𝗴𝗮𝗹𝗹𝗶𝘂𝗺 𝗮𝗻𝗱 𝗴𝗲𝗿𝗺𝗮𝗻𝗶𝘂𝗺, essential for high-performance chip manufacturing. This move, e𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘀𝗶𝗻𝗰𝗲 𝗔𝘂𝗴𝘂𝘀𝘁, 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝘀 𝗲𝘅𝗽𝗼𝗿𝘁𝗲𝗿𝘀 𝘁𝗼 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝘁𝗵𝗲 𝗶𝗻𝘁𝗲𝗻𝗱𝗲𝗱 𝘂𝘀𝗲 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀—a shift expected to impact the global tech industry significantly. For businesses worldwide, 𝘁𝗵𝗲𝘀𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘂𝗻𝗱𝗲𝗿𝘀𝗰𝗼𝗿𝗲 𝘁𝗵𝗲 𝗻𝗲𝗲𝗱 𝗳𝗼𝗿 𝗮𝗴𝗶𝗹𝗲, 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆𝗶𝗻𝗴 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀 to ensure uninterrupted access to critical resources. Nations dependent on these materials for tech production 𝗻𝗼𝘄 𝗳𝗮𝗰𝗲 𝗳𝗿𝗲𝘀𝗵 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗶𝗻 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗮𝗺𝗶𝗱𝘀𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝗶𝗲𝘀. 🌍 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: As technology and trade landscapes continue to intertwine, flexibility in sourcing and robust 𝘁𝗿𝗮𝗱𝗲 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗯𝗲𝗰𝗼𝗺𝗲 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆 𝗯𝘂𝘁 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹 𝗳𝗼𝗿 𝗴𝗿𝗼𝘄𝘁𝗵. What are your thoughts on the potential long-term effects of this export policy shift? #RareEarthMetals #Chipmaking #SupplyChain #TradeCompliance #GlobalTrade #SCM #Exportcontrols #Importers #Exporters #Traders #Internationalcommerce #Semiconductors

It’s difficult to run a totalitarian country while at the same time nurturing global geopolitical ambitions through industrial initiatives in key sectors. Record number of bankruptcies in the Chinese EV, solar, and semiconductor sectors. “In 2023 nearly 11,000 chip-related firms went out of business, roughly 30 a day, according to Qichacha, a company that collects corporate data. It says the figure, which has been reported in Chinese media, is accurate, but that it can no longer supply such numbers as they have become “too sensitive”. The Economist #China #EV #Solar #Semiconductors #Geopolitics China’s manufacturers are going broke https://lnkd.in/dWSicZmt from The Economist

Views for The Economist on #China: "China’s #manufacturers are going broke: Most news on China’s manufacturers is bad news for rivals around the world. Foreign governments fear their domestic champions will be pummelled by low-cost Chinese rivals. China’s #solar industry is also grappling with oversupply. This year the prices of most components of solar modules have fallen below their average production cost. Many companies in the industry are scaling back manufacturing. Others have scrapped plans to enter the market. The greatest pressure in solar, as with many other manufacturing industries, is among smaller suppliers that have watched the profits they make from their components disappear." https://lnkd.in/gD2i3Wcu

This morning, Sen. James Lankford (R-OK) joined the CSIS Scholl Chair in International Business for a special discussion on the future of lithium-ion battery supply chains and the importance of strengthening a U.S. strategic advantage. Watch the full video here.