China just did something that's making the worldwide battery industry panic
ฝัง
- เผยแพร่เมื่อ 20 พ.ค. 2024
- China just did something that's making the worldwide battery industry panic
-
👇👇 Buy something and support The Electric Viking Store 👇👇
shop.theelectricviking.com/
Size guide and other help for the store 👇
theelectricviking.com/the-ele...
🔔 Subscribe and hit the notification bell! ► www.youtube.com/@electricviki...
Join me on Patreon ► / theelectricviking
Join as a member in The Electric Viking TH-cam►
/ @electricviking
Members-only videos (see videos before anyone else)►
• Members-only videos
👇👇 A great TH-cam channel for toddlers and young children: 👇👇
theelectricviking.com/storyti...
👇 Please donate here for Shanna (Viking's wife) if you can 👇
gofund.me/ef6650d7
See what happened to Shanna:
• Stage 4 can go to hell...
The Electric Viking on other platforms:
Rumble ► rumble.com/c/TheElectricViking
Facebook page ► / theelectricvikingfb
Facebook group ► / theevfbgroup
Twitter ► / theevking
Instagram ► / theelectricvking
Pinterest ► / theelectricviking
Telegram ► t.me/theelectricviking
TikTok ► / theelectricviking
👇 See more about me 👇
• You've been asking; he...
👇 My Bali trip 👇
• I went to Indonesia an...
👇 Video about My Skateboard 👇
• EASIEST & cheapest way...
👇 Subscribe to my kids channel 👇
tinyurl.com/subscribetojackan...
See more videos:
Breakthrough for new battery that has five times the power of lithium-ion
• Breakthrough for new b...
US Defence department are using new battery technologies to counter threats
• US Defence department ...
Australia hits record 38% renewables in winter - gas and coal hit record lows
• Australia hits record ...
The world’s largest battery project is being built on a closed coal powerplant
• The world’s largest ba...
The coal industry may be dying in the U.S., but its deadly impacts are not
• The coal industry may ...
Germany is turning open cut coal mines into MASSIVE wind farms
• Germany is turning ope...
US experts shocked by Coals sudden death spiral in the United States
• US experts shocked by ...
California plans to make bidirectional charging mandatory on all EV's
• California plans to ma...
Australia turns off BIGGEST coal plant, replaced with wind farm & battery
• Australia turns off BI...
Wind & solar send electricity prices below zero for 1 week in Australia
• Wind & solar send elec...
China has enough wind & solar to power nearly 1 billion houses
• China has enough wind ...
VW increase ELECTRIC car sales worldwide by 44% in Q1 2023
• VW increase ELECTRIC c...
The 5 best electric cars unveiled at the Shanghai motor show
• The 5 best electric ca...
Model Y is best selling car in Europe and the United States in Q1
• Model Y is best sellin...
Toyota NEW manual transmission with pretend clutch for hybrids & EV's
• Toyota NEW manual tran...
White House says Toyota is 'ALL IN' on electrification
• White House says Toyot...
Australia’s EV sales hit CRAZY record, Toyota sales CRASH 33%
• Australia’s EV sales h...
VW EV & ICE vehicle sales FALL 38% in China in Q1 2023
• VW EV & ICE vehicle sa...
EV, ICE, or hydrogen cars: what blows up more & creates a hotter fire
• EV, ICE, or hydrogen c...
BMW says hydrogen cars are the future - will cost the same as an EV
• BMW says hydrogen cars...
NEW Hydrogen cars are about to become extinct in the US
• NEW Hydrogen cars are ...
#battery #lithium_ion_battery #graphite #batteryindustry #evnews
👇Reference to the news/charts & videos used in this video:
www.autonews.com/manufacturin...
This channel may use some copyrighted materials without specific authorization of the owner; but content used here falls under the “Fair Use” Copyright Disclaimer under Section 107 of the Copyright Act 1976.
Allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.
Contact us for any copyright issues. If you want a credit of any footage we are using, please let us know.
Website: theelectricviking.com/contact/
Email: contact@theelectricviking.com
Not much point in moaning about this. It's just a consequence of our own attacks on China. We always get offended when they do to us what we do to them.
Really? You think that's what's happening? 🙄
@sumiland6445 yes I do. I remember here in Australia we imposed something like 20 or so trade restrictions on China before they imposed a restriction on Australian wine exports. The outrage in Australia that they would dare do it was astonishing and laughable. Deep down we always assume that they are inferior and should just do as they're told. It's us that needs to grow up, i think, and stop being so arrogant and superior.
@@waxeggoil3130 but why did Australia put restrictions on China? For seizing assets? Imprisoning Australian business personnel working at an Australian owned enterprise in China? Because China stole proprietory industry inovations that belonged to Australians? Cz usually those are why countries sanction China
Good reply!!
We can only say China is just following the footsteps of the US, as far as controlling the export of strategic products is concerned. The US is a good teacher.
Yep. I'm sure this is meant for leverage as well as the new restrictions on some rare earths in negotiations with the US. This can go one of two ways. The US will either counter with more restrictions and then so will China and we end up in an even bigger trade war. Or they can negotiate. China isn't just doing this for the US though, it's intended for the EU too, since the EU has started placing their own restrictions and tariffs on Chinese goods. In particular the EV tariffs.
Apple are smart using little of Chinese materials .. soo much so they are getting out of china as they can build in India far cheaper
@@MrBigbangbuzzSure troll. India has weak build quality and Apple doubles down and invests in China.
Endia only assembles 5% of entire iphones globally@@MrBigbangbuzz
@@user-mhgu6om9mj2t whats with the Troll business . simply reporting whats been reported , Foxconn are looking at getting out of china .. Apple already make products in India , its only 3 percent at the moment
It’s always amazing to see how no-one sees their own unfairness to others when claiming unfair treatment. But the danger is, there are a few countries with the habit of taking military action on other countries in recent times for economic gain. China is not one of those countries.
Graphite export control is to counter U.S. chip sanctions. U.S. military industrial complex is a much bigger fish than EVs.
Correct viewpoint 👍
@@blackknight4996not a viewpoint at this point. Simply a fact
Exactly! West, especially America and Japan restrict chip supply to China. Now it is the turn for China to take revange!
Exactly correct! And maybe some additional target by this move that can affect the little green warmongers...
One thing I see is missing here, is the fact that Graphite is used as moderator in the new Molten Salt Thermal Nuclear reactors. Its usage is to slow down the neutrons created in fission to increase the Cross-Section of a Uranium Atom (make a bigger target). Graphite shortage is easily compensated for by opening processing plants elsewhere. Quote "Graphite occurs naturally in igneous and metamorphic rocks, where high temperatures and pressures compress carbon into graphite. Graphite can also be created synthetically by heating materials with high carbon content (e.g. petroleum coke or coal-tar pitch)." This is a short term Chinese move that can easily be remediated.
I don't think China wants to do this, as it's not in China's long term interest, but it does not want to be a punching bag of the Americans. This is a counter punch to US chip restriction.
It's a mask off moment. Instead of targeting countries that encourage chip sanctions, the ban is worldwide. What did India do?
China has been engaging in massive intellectual property theft, cyber intrusions, human intelligence operations, and corporate business espionage for a quarter of a century or longer, ask U.S. FBI Director Christopher Wray. China is no punching bag, it is a criminal organization of massive scale. I expect you work for them judging from your statement.
You might not understand this "Being an "Aussie" but the ONLY THING China does is RESPOND to US EXPORT RESTRICTIONS to China.
Australia is one of the loyal running dogs of its sugar daddy the murika
I agree. If only USA did not started anything (like wars, coup in other countries, sanctions, Chips act etc) but be a MAN and fight on even ground that will benefit us consumers eventually. USA is only good at making us consumers to lose, moneywise.
The difference is that semiconductors technology can be used to create AI technology and ultimately be used to create AI and robots that can do all the work we need to be done ever as well as a technology for military use. Do you honestly think the US is gonna trade the future of AI and all its powers for some batteries. Which have been around for years and years and years. Battery technology is not equal to the AI technology being developed in the US 😂.
Companies will just be subsidized to drastically create battery production in the US and Japan as well as the companies needed for the raw materials.
@@rv8804 I think otherwise, I believe for the Americans to master the battery supply chain and make it cost competitive is a lot harder than China reaching Semiconductor parity with the American. That's because China is already half way there with the recent 7nm mass production, soon China will move on to 5nm, where as US still only on 7nm. I am suspecting China will be close to catchup the leading edge Semiconductor tooling and software in 5 years, when it does, the cost advantage that China can create will erode American companies in a significant pace given that majority of the world's electronics and smart machines are manufactured in China.
While I agree this is most definitely a response to US sanctions as well as the EU but saying the ONLY thing China does is repond is pretty damned naive. They've all been playing dirty pool long before the Trump/Biden sanctions came into play. From there own import restrictions, to currency manipulation, to building out Islands to block trade routes, to subsidizing the corning of markets, to Taiwan, to the stripping of African resources, the list goes on and on. US may not be the good guys in this but China certainly isn't either.
I'm amazed China doesn't just bring down the West's economies given all the threats and rudeness from us towards them
They're practical. They still want to trade with countries that are not very friendly.
We're all they got. They are so self-righteous in their excoriations of everything NOT CCP. As if the CCP doesn't have the kiss of death on everything they touch. They want to spread that sh$t all over the world. Look at Hong Kong and Shanghai!! Look what they do in their neighbors' countries!! Look what the CCP does to the dear peoples of china!!
China plans long term games. They will wait it out if the current administration is hostile.
The west would just abandon the misguided electric vehicle experiment and leave china to figure out what to do with all those unwanted tofucars.
Maybe they can eat them?
@@sledshed3488 We can't do anything without China. If we don't get the products from there nowadays we get the materials to make them. As I say to anyone who makes this kind of comment, you're still living in the 90s.
The fact that the Chinese government restrictions or require a permit to export graphite following the permit to export of both gallium and germanium is simply a counteract to the US continuously placing sanction of semiconductor export to China, gallium and germanium are important ingredients in manufacturing high tech semiconductor as well as military hardware
The PLAAF is adding gallium to their aluminum airframes to reduce their junk-jet’s radar cross-section.
One more painful step towards decoupling, can't really afford to be codependent on the CCP anymore.
Much more concerned about Rare Earth production, we'll replace China supplies and they'll be without a global market, if they push too hard.
Saudis embargoed oil to the USA once. Response: we doubled industrial, home, car...efficiencies, terminated oil fired electric plants (yes was a thing), developed alternatives across the board. Saudis paid for it for decade(s) w low prices, plus permanent reduced reliance.
And if the US sanctioned it, it means the US has long secured alternativeS.
@@MrbfgrayNo one can replace China. Gallium is a by-product of aluminum production. It takes 1 million tons of aluminum ore to extract 50 tons of gallium. Refining one ton of gallium requires 4,000 kilowatt-hours of electricity. Other countries except China simply don’t have that much electricity, and they don’t have the ability to invest heavily. Large-scale aluminum alloy production line and gallium deep processing factory
@@Mrbfgray美国用高端制造业换中国的低端制造业，我们一点都不亏😂
China give US & EU a taste of their own medicine.
It's a smart move. The USA threw down the gauntlet with the chips blockade. This is just the beginning.
Synthetic graphite is a thing.
How long does it take to set up a factory and graphite mines . Mining in the west ? Good luck with that . However I see it happening .
This is far from the beginning. China and US attitudes to intellectual property are diametrically opposed. Not saying one or the other is right. But they are not compatible.
Greetz from Chinese singapore. China will soon ban exports to the US (and some others) all medical products, devices, anesthesia, antibiotics, prescription drugs & components. This will basically end all healthcare and dental care there. See what US started? It'll pay a heavy price!
Would you rather have EV materials or have the Chinese use the USA chips to build weapons that can destroy other countries? We can easily live without China. They need us more than we need them. When push comes to shove Americans innovate much more than China ever has. Maybe we need a Manhattan project to build batteries in new ways. This global economy has become clear. It doesn't work and never will. Humans seemingly will never like each other. Those who think we should all be friends are just plain stupid.
China is just doing what other countries like the USA would do if the situation was switched around. Defending it's profitable industries by securing supply.
This action can be blamed on USA's protectionist restrictions on imports/exports.
No I don't think you have a slightest idea about China if you say that.
Ah, I see, China protectors flocked to the comments.
Another armchair expert!
Come live in China for a year, and I bet you won't want to return to US in a hurry.....
Unless you a billionaire Chinahawk.
Everyone engages in protectionism. Don't make it sound like the US is the only player here.
China would be an idiot if it didn't react ......If US can do it first, why can't China follows ? China is not Japan which is US's lapdog.....
I wonder who they learn this strategy from. I guess the Chinese are not going to bow and say yes sir when US put restriction on them.
china just practicing the golden rule with u.s and their allies....
You just ignored the US actions on China. Have u said anything abt US sanctions of China?
His TH-cam channel is about EVs and mostly Tesla. It isn't a geopolitical TH-cam channel.
Sam is just a biased anti-China Aussie, I felt sick to my stomach everytime I heard him talk about his anti-China sh*t
@@mmcbride3879really? you didnt even watch or understand his video then 😂
this is political af
@@mmcbride3879 This video seems a little bit geopolitical to be honest.
Just in time to counter moves by the US, Europe, Korea and Japan. It’s not only about batteries.
this is to teach the -Chip- Cheap 4 a lesson...
The USA is expecting a total collapse of the Chinese - America supply chain in 3 to 5 years. Certainly no later than 2030. We are building plant accordingly and/or establishing alternates.
China is learning very fast from the US In controlling exports of key strategic resources. In the case of US, it’s semiconductor chips. But China controls a lot of the supply of chemical elements.
Countries that restrict exports probably hurt themselves in the long run by becoming an untrustworthy supplier in general.
@@mnhstyMost of time, you are right. But when a country is both the main producer and main consumer of that production, things may be different. And I don’t think China will cut off the export, it is more of a counter action against US an EU’s sanctions.
China actually aim when they fire these shots, Americans officials didn't even know the difference between microchip and wafer.
@@vlhc4642 100 percent this American throw everything at the wall and hope something sticks. China never misses. Never mess with China.
@@mnhsty Limit export isn't the same as ban. China just limit the raw earth to Boeing and Lockheed, these company have to decide whether to use these raw earth for consumer or military. Company like Tesla don't need to be concern.
So it’s ok if the US says we don’t sell you X, but if China does the same it’s bad China? Explain it to me please
We at War Bro, dude. The Chinese industrial complex is akin to America's when it went into military production ww2.
They don't want others to be able to produce humanoid robotic soldiers..... (as quick)
(Personally, if I were China, I would have a good 10,000,000 robotic soldiers by now)
China can buy any company or land in usa. USA can't. Tesla is the only company in all of China that has permission to operate without restriction or share intellectual properties
You'd build 10,000 robot soldiers and when you sent them to war the NSA would turn them against you in a microsecond.
@@darthkek1953wow, that’s superlative exaggeration to compete with extreme exaggeration 😂
@@user-vu1eu8co6o they don't need them ...their industrial complex is such that they can easily produce millions of drones and m10 rockets a year continuously ....they can easily create a military ..with 100 million and more servicemen to it's military ..the US CURRENTLY HAS 450 000..no one wants to join anymore.then you have Iran and Russia ..considering the US hasn't won a war against poverty countries in 70 years Afghanistan 20 years and ran away .....that had no real army or Airforce or rockets .things your government does could destroy your country ...better to stop being war mongers and make their peace with everyone ...after 222 years of continuous wars by the US.
If my customers keeps on sh!tting on me as the supplier, i would stop suppling as well.
From what I can remember, the Trump administration started the trade war first, although technically it started with Obama announcement of "pivot to Asia". Then Biden continued with it, so China's rare-earth band is a recent and late response. The question I have is, why does China take so long to respond?
You see Russian's response is always direct, you hit me, I hit it back. They might get the respect from other countries but for their ultimate national interest, it usually doesn't give them the best outcome.
@hscsuccess Agree but Russia doesn't have their huge trade to worry about like China does. China seems to be doing their balancing act.
Because Chinese philosophy is very “Confucius” influenced, and they don’t like conflicts. They would try everything to avoid it at the beginning. Also, they used to think that American politicians would hold their words and walk the talk. Around a year ago or so, one of Chinese high officials said “we thought too good of you” during the Alaskan meeting with their American counterparts (Blinken, etc.). By Chinese standard, telling this directly into someone’s face is probably the most insulting action they are able to do in a diplomatic meeting. and that’s when Chinese started to pivot their strategy to head on counter America.
China is benefitting from investing in R and D and production early, undoubtedly drawing lessons for Elon Musk's Tesla at a time many western corporations said Tesla was a dead end.
The Chinese made the right strategic bets and are winning as a consequence.
No use whinging about it.
If I remember correctly, China started small scale (for China) state-funded research on batteries for cars back in the 90s, about a decade earlier than Tesla was founded. By the time Tesla released its first car China had already increased that investment a lot. While I don't think Tesla was copying the Chinese per see, the timing makes that more likely than the Chinese being inspired by Tesla.
It was part of a plan to get Chinese car makers among the leaders, if not even take the crown from other countries; China knew that beating the incumbents at their own game, going against their technological leadership and brand recognition, would be very hard, so when they noticed a technological transition was in the making they started investing heavily to not only be at the front of that technological transition, but to even speed it up. A technological transition evens the playing field, meaning Chinese car makers not only would face the incumbents on better terms, they could even have first mover advantage if China played its cards right.
And China seems to have played it very well indeed, as seen by the fact China is now the largest car exporter in the world and its EVs are so competitive they are drawing protectionist measures from countries with strong car industries.
We've elected to destroy our own profitable automotive industries through e car mandates, in order to obtain a trivially small environmental benefit. When the economy collapses it'll be our own stupid fault.
@@FabioCapela Tesla emerged from AC Propulsion a niche Californian electric car company that had demonstrated the feasibility of high performance electric cars with its AC-150 drive train in the late 1990s.
The first practical Tesla product was the roadster based on a Lotus Elise vehicle platform.
Setting aside the battery that emerged from the 18650 Liion cell developed for the laptop computer industry, the key to modern EVs is the alternating current (AC) drive train.
This is based on an efficient solid state inverter that takes direct current (DC) from the batteries and converts it to AC to drive the electric motor and conversely recovers energy on braking.
Such inverters weren't feasible until the development of affordable, highly efficient, high power field effect switching transistors (power MOSFETS) that are at the heart of the vehicle's inverter.
These MOSFETs weren't readily available before the mid 1990s with the emergence of third generation power MOSFETs produced by companies such as Siliconix and Texas Instruments.
Modern EVs like much else these days are a child of the semi conductor industry.
Not many said tesla was a dead end that is tesla fanboys trying to boost teslas image which is in shatters right now. What with the range court case ongoing and the extremely poor build quality and lately the casting issues that could end up bankrupting them in the next 5 years.
@@andrewbrown6578 Yes an air of desperation setting in around those to trying to tear Tesla down. However, I think too late now, the EV horse has bolted. Tesla's main threat actually comes from Chinese rivals now making EVs arguably better than Tesla's offerings and a good deal cheaper to boot.
It’s just China’s response in this Tit-for-Tat game as the US is further restricting its companies to limit the export of high performance AI (especially Nvidia) chips to China
It is not difficult to make some graphite. However nobody can make it as efficiently as China can. China has the production quantity that no one can match.
@@kentyler3962 th-cam.com/video/wNPe_PsWLQM/w-d-xo.htmlsi=4HLN85ZS57Lr2va9
kentyler3962, yes they work on the farm in the US. The US is the top in child human trafficking in the world. Stop living under the coconut shell!
@@kentyler3962low wages true but child labour is not true. A lot of free labour in prisons too.
th-cam.com/video/Y06vLTRZNKM/w-d-xo.htmlsi=ivJcttvoZflu0LqT
@@kentyler3962 America just legalized child labour and all Americans are threatened with death by healthcare denial if they dare to quit, talk about child labour and slavery...
Remember guys when America sanctions it’s okay but when China does it NO! NO! NO! 😂
China is a totalitarian tyranny and the US is not. Not a minor factor here. But the West needs to try to combat Chinese dominance (which isn't actually welcomed by Vietnam, the Philippines etc) in a much smarter way.
And the EU wants to put tariffs on Chinese cars. Well, now this is happening.
Jai Hinduja. Everything modern depends on producing electricity. We Indians have the most amount of raw Thorium which can be turned into clean energy.
The Europeans though can’t put tariffs on countries that want to buy cheaper Chinese EVs. Europe is already losing, they could have had Australia as the world’s cheapest and most reliable supplier of lithium and green minerals but they have instead chosen to keep the punitive trade embargoes of the last half century on us. They are strategic morons.
EU certainly had a masochist streak lately.
@@tedchandrando you have the reactors producing at scale or is this just in theory and labs?
In the end free countries will win. If they play too many dirty tricks we will just ban their stuff like electric cars and other products then see how they go. All cheats don't prosper in the end
given wat the americans do with the chips...i am not amazed. Its worrying trend, but thats the game nowdays...
Mr Viking, you have to think in terms of the US military industrial complex.
They are trying to stop China's growth, China is responding. Fair is fair.
Remember who started the trade war, someone called the loud mouth Trumpet, and who extended that trade war to finance, investments and high-tech wars and other areas?
The way things are going with EV in the USA now, we might not need many batteries.
Yah better with wind power like a sailboat.
EV sales are up 50% for the year.
America always sees a military application in everything.
China now has a robust economic industrial complex, and now has enough market penetration for a number of key products. And it’s now going to use the access to those materials and products to its political and economic advantage and benefit. This is going to be a huge shock to the outsourcing crowd who have been exploiting chinas cheap stuff for approaching 70 years.
Well... if everyone else in the world is busy making TikTac videos, someone needs to do the real work... It's bizarre that the West expects to just stay wealthy forever without doing anything.
That might be a geopolitical warning by China, given the global trade war currently waged against the country.
You can't blame China for this. The USA is essentially asking for it.
Hey Sam. This must be one of your most watched videos with over 100k views in a short 12 hours.
The VERY important topic got people clicking.
Thanks for the content! Cheers
US politicians openly talk of China in terms of "the enemy", and enact policies accordingly. So what do they expect.?? Did they seriously think the Chinese would just roll over?
Is this not the ultimate ignorance and arrogance - to believe yourself so right, so superior and so entitled that your wants will be unquestioned?
It's sure going to be interesting, but one on side we have the US restrictions on semi-conductors for China and the EU rules of origin tariffs for EV imports, so now China replies with proposed controls on graphite export. It's all a big game.
China's actions are probably less about world domination and more about protecting its local sources, when the supply of graphite from the South Australian mine on Eyre Peninsula, owned by Renascor Resources, starts producing in quantity. Renascor is said to have a larger resource than any in China, and it has apparently signed contracts to supply Korea with Graphite for battery anodes.
I doubt that the battery industry will be in panic; more likely they will rejoice at the diversification of supply.
I thought Australia was gonna be producing batteries themselves by twenty, twenty five.
Was that a bad rumor ?
Australia has a lot of "Rare Earth materials" in great quantity.
except, Australia has no industry, no technology, to process your minerals into useful industry grade metal!
Population of Europeans combined market is less than a billion, what have they got to pay with, Debt. Not sustainable, Asia, AFRICA, S.America would rather buy from China, it's cheaper by cost and maintenance😅
@kwalelalipimile3894 that is a thought.
Hard to believe there is not a billion People in all of Europe. 🤔
@@kwalelalipimile3894 Except that actual economic data doesn't back this up. The US alone, with around 400m people, produces 40% of the global GDP and that's been steady for the last 40 years..... Nevermind the EU.... Raw population is only part of the equation.
Can I say, is these any different from what the west is doing to maintain their hegemony in leading technologies such as the chip thing. So what can China do. You can say is tit for tat. So what. But the west start all these nonsense and they are trying to control and maintain their hegemonic lead in certain technologies instead of cooperating and making it a win win situation for all. In fact the west has been benefitting a lot more from these cooperation in the yester years. So why complain now. Chinese companies operating in other countries also have to follow the laws in that country. So why should japan or any other countries be given preferential treatment when Chinese companies have to follow the govt directives they operate in and as in usa imposing controls on litho machines and advance chips including sanctioning other countries that do not follow their directives. Why make it seems like the troubles the world is in is because of China's attitude. Take a step backwards and clear your mind of western impregnated bias mindset and make a judgement on all these issues facing the world right now on a fair and equitable mindset and you will find that the west is the rascal and troubled kid. Nothing else.
simple.... pure racism...
We can Thank China for Support Batteries, EV Cars, Solar, and Many More. Thank You China ❤️
Way to go China...
Even if the world change from graphite to silicon, I'm pretty sure China is dominating that industry as well
For arc furnace, whatever silicon shit cannot replace graphite.
China has the lead and making sure they keep things that way.
1st to give a thumbs up 👍
And 1st to be 1st 🤗 🥇
they can just do what the US does & call it "national security"😉. Huawei 5g, semiconductors, tariffs
The chinese people are treated, a big thumb down.
It's a countermeasure to America's latest chip export restrictive order that targeted China.
USA - Please sell us materials needed for chips and batteries. China - Sure, but we want to sell our cars in America. Deal?
Finding another supplier outside of China and getting the supply chains, processing, all that stuff will take a decade Sam. By then it'll be all over. For anything to work it'll have to be next year and that in no way is ever going to happen. Unlike the US chip embargo which China was able to overcome within that critical year.
but... In 2021, global reserves of graphite were estimated to be over 330 million tonnes. Turkey has the largest reserves of graphite, followed by China and Brazil. Together these three countries accounted for 70% of the estimated world graphite reserves... Google
@@mayhem8166 Where do they send it for processing? Easy to dig it out of the ground but China processes over 90% of it so changing that is what's going to take 10 years.
@@mayhem8166 This is why you need to do homework before starting a tech war, the hard part about graphite isn't finding it, the hard part is processing and both the capital and energy required to do so, and China doesn't even dig most their graphite, most graphite in China are synthesized from petroleum directly into high purity form, again requiring capital and energy only China has.
China is learning very quickly from the US sanctions on chips and applying the same to those who followed the US as well.
China is a student of USA's methods.
China only limit high grade graphite that is oftenly use for military.
I was told China would do this. Yes it will give them a big advantage but not if they can’t sale their cars. The world will lose. We won’t make the new evs but China will only sale in China. I believe they know this and also know they have got to play fair. The market is going to change so fast we all are going to have to work very hard just to keep up. These are exciting times.
Actually, China is the biggest car exporter in the world already, and just about every country outside US, Europe, and Japan sees no issue in allowing Chinese imported cars to be sold there.
Thus, in essence this just means Chinese companies will have an even stronger foothold on the global car market, while US and Europe will be stuck with more expensive cars. And that's assuming China even enforces those export restrictions, because they are likely just a way to force Europe to drop its probe on Chinese EV subsidies and the US to drop its chips sanctions; if those sanctions against China are dropped, then I suspect China's export controls on rare earths and graphite will be dropped as well.
When you want high end chips go to the US. When you want lithium battery go to China simple as that. West worries to much on the monster that they created😅.
Not created but failed to control.😮. Oops 😊
@@malcolmrickarby2313 How can you control when you don't create?😅
@@fritzeph6550 American answer is,destroy.🤔
Nice Tan your developing there Mr Electric Viking.
“Whose house is of glass, must not throw stones at another.”
Australia should really lock itself into supplying China with cheaper critical minerals to grow its battery production. It’s pointless engaging with the Europeans who have been running a trade embargo against us for generations. Let’s get this show on the road, if Chinese EVs are going to destroy the European car industry then so be it, that’s how competition works and we need better trade partners than the Europeans.
Europe is not a military threat to us. China is. China has been running an embargo against us by putting absurd tarrifs on our exports to them. We are not buying nuclear powered subs to defend against Europe. The only reason China tolerates Australia is for our high grade iron ore. They turn some of this into steel for ships to threaten the whole of the South China sea. The Chinese people are fine. The government of China is not.
European politicians are smart individually but immensely stupid as a collective.
Na, Australian politicians are in the pocket of Americans.
why is it scary????? 😢😢😢
Let’s face it both parties are too racist to even consider this . Yes I said it they are racist it makes no sense to be hostile with our biggest trading partner and biggest source of immigrants but they approved the 300 billion dollar anti Chinese sub
I second all comments saying that China is reacting and restructuring to economic attacks from the U.S and I may as well add that thanks to uninformed aggressive foreign policy U.S has pushed Russia and China into a firm economic partnership if Australia wants to keep its economy going we need to distance ourselves from the U.S at least, unfortunately that will probably never happen.
africa is also restricting minerals as well.
BRICS 😂😂😅😅😅
Africa does not have the ability to process minerals
@@user-xx6zi8ub9c I didn't say processed minerals
@@user-xx6zi8ub9cChina does, and is investing heavily in African countries to give them both the capability to process minerals and the infrastructure to handle it.
Part of the reason China (and Russia) are so much more influential in Africa right now is exactly because of investments like those. While the US and Europe only wanted cheap raw materials from Africa, China and Russia are investing in actually improving the continent's economy and developing its local industry.
@@FabioCapela ok
Because the share competition in China, the industrial over there has the most efficiency and automation in the world. Also ampule supply of engineering graduates guarantee the growth of the industry. While the west low educated tradies like plumber, electricians et all payed way too much, who want to go to Uni? No Way
Huge issues with population over the next few years due to all the past dumbass policies and the economy is looking more dodgy all the time.
I wouldn't get too excited as the world always needs trades but all of the electronic tat................maybe not so much if times get really tough, which is looking increasingly likely from what I'm seeing.
China is still being super lenient considering what is being done to them regarding advanced microprocessor..
I’ve heard in a podcast that china need the left overs from oil refineries to make synthetic graphite that’s needed for fast charging batteries. And china is the only one who’s capable of making it in this quality.
This is a direct response to the US federal government's new legislation to only provide subsidies to cars with batteries manufactured in the USA. Graphite is a small but essential component of batteries, and US manufacturers could have purchased Chinese graphite to make batteries locally. This ban will make it much harder for batteries to be produced cost-effectively in the USA to qualify for federal subsidies.
I think that EVs with Chinese batteries will still be eligible for a $3750 credit next year.
The amount of these battery videos is overwhelming.
I don´t see the issue with these restrictions. The fact that one country wants the dominance of a specific type of product/resource is what countries like the U.S. has been done forever and openly.
China has been remarkably restrained. Restraint is viewed as weakness in the west, so the west will continue to impose penalties. However the west regards pushback as a challenge to the west's authority so they will double down. We are watching a sparring match play out. The world's surprise at China's action just aren't watching the game. or are not making connections.
One interesting trait of Chinese diplomacy - and, more specifically, how China handles sanctions - is how the sanction targets are chosen.
Western countries often try to choose sanction targets that will cause the least possible economical and political damage on the country imposing the sanctions.
China, on the other hand, while slow to impose sanctions in the first place, will often choose sanction targets to maximize the damage to the country being sanctioned, regardless of the cost for China itself.
Those export controls might be China's way of firing a warning shot, of telling US, Europe, and countries aligned to them that it can make their battery and electronics industries not competitive while China's allies get access to cheap and abundant materials.
It's not just supply chain but more importantly the cost compared to Chinese graphite. US and Europe can't get close to price parity
Absolutely correct, the same is for rare earth mineral
All other nations have ability to produce these minerals however the quantity and price point is Not cost effective comparatively needed for today's industry.
Same with purer graphene
Therefore China capabilities is in the quantity & price point
Time for the US and China to have a heart to heart snd work it out
to be an enemy of the US is bad ..to be their friend is suicidal ...
this is exactly what the Israelis did to the Palestinians..If u needed to build a house, a shop or a business, you needed a license on your own lands, Palestinians applied for permits and licenses repeatedly for years, but never got them, so they just built the house and moved in..The IDF came and demolished the homes citing the lack of permits and many times with the inhabitants in it till they ran away to save their lives. They complained to the UN, the Americans came and simply said that they couldn't do anything bcos they didn't have permits!!
What a bunch of evil people..This is known to the UN but they couldn't do anything because the American government vetoed every positive action taken for the Palestinian people.This has been happening for the last 70 years.
Now China is doing the same thing to the Western car companies..
Makes sense, China is responding in kind to US chips sanctions. China is still showing an incredible amount of restraint considering how the western powers behave.
I bet China can't match the number of burgers and fries we make a day in the USA.
Love your american mindset. Keep thinking the good things and blame all ur problems on others.
and the number of 300lb+ obeasties
They can't afford to since they import most of their food.....
Not to mention child obesity rates and slave wages for making burgers.
@@ckm-mkc China is the world's largest food and fertilizer producer with 100% self sufficiency in staples....
Exellent, we support China and the BRICS.
Why are you surprised ? Profit is sought in every country .
It’s only a problem if it affects you. Don’t need Li Ion batteries? Then its not an issue. Good that there are alternatives. 😊.
Bit early for protocols to be put in place, and permits to be applied for, as it was only decided last Friday, if thats correctly reported. If there are restrictions, buyers will pivot away from that supply source and look elsewhere or develop batteries without those chemicals. Who knows, this might spur on the development of batteries without graphite all together and get better ones to market sooner.
Silicon battery is the best all time battery in the world. Never ran out of juices. Therefore never need to charge due to internal self charging system. Always full charge excess power go to the load.
USA should be proud to have a good student like China.
Australia has heaps of graphite!!!
At this point I only see Tesla as preventing us from hegemonic control
u sure the us ain't the hegemony?
As far as graphite supply and which automakers EV production will be impacted the most or the least is unknown.
GM (actually Ultium LLC) has a contract with POSCO for synthetic graphite from a Korean plant -- to be used in Ultium cells. Despite Sam (Electric Viking) singling out GM as one of the companies he seems to think will be impacted because of the 50% partnership with LG Chem for most of the Ultium factories, Ultium LLC may be in good shape regarding graphite.
Alot of raping the earth to make a car battery, makes oil sound pretty Green.
Have to dig the earth by using massive machines that burn tons of fossil fuels⛽️ Very green energy indeed
You greenies are all the same.
Well most graphite are synthetic produced from petrol refining, thoughts?
My view (as owner of two EVs) is that a problem with the current generation of EVs for a country like Australia (as well as many other parts of the world) is that the vehicles are too fragile for rough roads and hot weather nor do they have sufficient range for remote area travel.
Charging systems (probably solar PV based) also need to be developed for places remote from the grid or served only by single phase SLER power systems.
When Australia was making its own ICE vehicles there was a particular focus on making vehicles sufficiently rugged to work reliably in such conditions and to provide refuelling infrastructure even in remote areas.
If EVs are to have global adoption they need to have good range for remote area opration and be ruggedised to allow operation in hot conditions and on rough roads.
I don't understand the shock every one said this would happen years ago , the real surprise is it took them this long. It's APEC all over again this is how all companies work
I don't need China to drive to work. I have a Japanese car. It works everytime, all the time.
Japanese stuff are stuck in the 90's. Koreans will overtake them soon. China has the best tech and will lead the world soon or later whether you like it or not.
Dream on😂😂😂
Why do you remain silent about who started the trade war????????? Are you so biased???????????
We can all just walk.
Ghana has huge lithium deposits. Hence Americas strange interest in this 10 cent country
Imagine if we controlled our own destiny, and didn't rely on our mortal enemies for our well being...
Not really practical, and very expensive if it were.
You Westerners want to live in a clean environment, that's the result
very well said.... hope we can release from our decades long u.s bondage
China is the mortal enemy of no one.
Thanks, I had heard about this on another channel that I shall not name. So cool to have you verify it, Viking.
That is counter measure against their bans on CHINESE products. Sanctions cannot be one way only.
Makes sense that Ford and GM are stopping the production of full-electric cars
Canada has plenty of graphite & graphene.
Cheers mate
Right you are, mate! 🎉
Nice journalism
I thought China had said some years ago, that they will eventually only have enough minerals for their own needs. So this is not really a surprise.
Worrying but well reported. Thanks, Sam.
This is a strategic decision on military and not economic level ...
No worries Sam, Anovion Technologies are ramping up a 40,000 tonnes a year production plant in Georgia as we speak. This is high grade synthetic graphite they will be producing! The USA has more than ample supplies of graphite, as we are starting to ramp up production.
see you in 10 years then
Morning mate
That said, the (by order of magnitude) by far largest Natural Graphite Mine is Syrahresources. An Australian Mining company with the min being in Mozambique. The current mining capacity is mind boggling large, and the grade of the ore is so much better than in China and the resources and reserves will last for decades. Also, Syrah has build a large Spherical Graphite plant in USA, using the natural graphite from Balama in Mozambique as input. Syrah is also in the process of product qualification and product volume expansion...
Targeting the US's sanctions partners South Korea and Japan!
Probably the word Control is not the word to use in our world if we really want happiness & win-win for all❤
China is restricting exports in response to the US restrictions...
China does what it does. EU should protect its industry and industrial sovereignty for the future, no reliance on authoritarian countries. If financing is needed for setting up graphite production - so be it.
Either they're trying to have a stranglehold on the graphite supply, so they can demand the terms and price for exports, AND/OR Graphite is a more limited resource than we think, and they're trying to conserve a dwindling supply and squeeze every Yen(?) out of the export market until Graphite mines are exhausted.
China can make synthetic graphite using widely available resources (currently oil and coal, though I suspect they could alter the process to work with any source of carbon, including organic waste). It's not really a "dwindling resource".
Of course, the synthetic version, while being actually better than natural graphite for batteries, requires heavy investment for years, if not decades, to become price-competitive. China is already at that point; anyone trying to start now would have competitively priced graphite by 2035-2040, assuming they don't give up before, at which point much of the transition should be over and we don't even know if we will still be using graphite in batteries anymore.
Retaliating against US Chips Act