Get rid of dependence on China? Successfully get 340,000 tons of graphite material.
Get rid of dependence on Chinese oil**? With the acquisition of 34,000 tons of graphite material, South Korea and the United States have officially signed a cooperation agreement!
As chip standards continue to improve, we must take corresponding measures, first of all, the export of raw materials, Europe, the United States, Japan and South Korea are complaining, and the only thing American companies can do is ** scrap.
Obviously, China is only warning them that it does not intend to ban rare earth exports altogether, but the United States does not seem to realize this and continues to insist on it"Technological supremacy", a total embargo on new energy and artificial intelligence and our artificial intelligence, and our artificial intelligence is also eyeing their ** chain.
Batteries are the main components of new energy vehicles, and graphite materials are the key to battery production. After the U.S. imposed a ban on Chinese batteries, China restricted the transportation of graphite materials, but did not completely ban the transportation of materials related to foreign production.
So far, a number of South Korean companies have sent supply requests to China, and some of them have also obtained shipping licenses to ease the pressure on South Korea's raw materials. However, to everyone's surprise, these South Korean companies rushed to the United States.
South Korean battery giant SK ON has signed an agreement with US-based Westwater Resources to deliver a total of 340,000 tons of natural graphite anode material.
According to many industry insiders, SK ON's willingness to supply South Korean companies is likely to be another trap, because the United States basically imports batteries, while China restricts the export of graphite materials, there must be some conspiracy in this.
Just like when TSMC was invited to build a factory, although many attractive conditions were offered, it is still unknown whether it can be realized in the end. Can SK ON's factory in the U.S. produce 340,000 tons of graphite anode, even if it can reduce costs, still depends on the ** chain from China.
According to published data, the global production of anode materials will reach 176210,000 tons, of which China will account for 973%, while China's share of sales will exceed 95%, reaching 167950,000 tons.
Now, China is the fastest-growing country in the field of new energy vehicles, CATL and BYD are the world's most advanced battery manufacturers, even South Korean companies can not match them, but the United States has imposed restrictions on China's self-sufficient graphite batteries, which is a challenge to China's first chain.
Orders for batteries from China have fallen sharply, which may indicate that South Korean companies are taking advantage of this, but in reality they are not rich in raw materials**, and South Korea relies on imports for most of its energy materials.
America's ** chain is too poor to build a factory there, TSMC has proven this, and if SK insists on building a factory in the United States, it will not be good for them either.