Saurabh Ullal
When China announced export controls on rare earth materials last October, Washington reacted with appropriate alarm. Editorial boards warned of supply disruptions, defense analysts warned of national security implications, and automakers throttled production lines.
What received far less attention: China simultaneously imposed export controls on lithium-ion batteries, cathode materials, and graphite anode materials. Those battery controls, which were temporarily suspended for one year alongside the rare earth curbs as part of a negotiated truce between the two countries, threaten an equally critical supply chain.
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