China to cut export of graphite, impose restrictions

The trace

How it reaches your house.

Starting from Synthetic graphite (anode grade), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

1. First impact

   Synthetic Graphite Anode Material →Shortage risk

   China

   China supplies 80% of synthetic graphite anode material, so export restrictions there directly tighten availability of this input.

   96% confidence

   Synthetic graphite (anode grade) →Shortage risk

   Lithium-ion batteries

   Anode-grade synthetic graphite is a critical battery input with very high dependency strength, so Chinese export restrictions can tighten battery supply.

   94% confidence

   Synthetic graphite (anode grade) →Prices rise

   BTR New Energy Materials

   BTR has a large 26% share on this input edge, and low substitutability plus a 30-month replacement lag imply higher input costs under tighter Chinese graphite exports.

2. Hop 2

   Lithium-ion batteries →Delays

   Cathode and anode material synthesis

   A graphite input squeeze directly slows anode-material synthesis, which is a critical upstream step in lithium-ion battery production.

   84% confidence

   Shanshan Energy Technology Co., Ltd. →Shortage risk

   Synthetic graphite (anode grade)

   Shanshan Energy Technology’s 18% share of synthetic graphite anode-grade supply, combined with low substitutability and a 36-month replacement lead time, means any export restriction that curtails this supplier would materially tighten availability of that input.

   80% confidence

   Lithium-ion batteries →Shortage risk

   Natural graphite (flake)