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US backs graphite factory to loosen China’s EV supply chain grip 美国能源部同意向Novonix提供7.55亿美元的有条件贷款，支持其建设北美最大的合成石墨工厂。
Australia’s Novonix to build North America’s largest facility making synthetic form of vital battery component. 6park.com
华盛顿方面同意为一家澳大利亚集团在美国新建一座石墨工厂提供资金，加大了旨在弱化中国对全球电池供应链的控制的努力。 6park.com 6park.comThe US energy department has offered Novonix a conditional loan of $755mn to underwrite construction of a facility in Chattanooga, Tennessee, which will be the first large-scale synthetic graphite facility in North America when complete. 6park.com美国能源部已向Novonix提供7.55亿美元的有条件贷款，用于承建位于田纳西州查塔努加的工厂，该厂建成后将成为北美首家大型合成石墨工厂。 6park.com 6park.comChris Burns, chief executive of Novonix and a former Tesla engineer, said on Tuesday that the deal underscored the need to develop alternative supply chains for electric vehicles, noting that China’s market share for graphite used in car batteries was more than 95 per cent. 6park.comNovonix首席执行官、特斯拉(Tesla)前工程师克里斯•伯恩斯(Chris Burns)周二表示，该协议突显出建立电动汽车替代供应链的必要性，并指出中国在汽车电池用石墨市场的份额超过95%。 6park.com 6park.comBeijing has wielded its dominance over graphite by putting export restrictions on the material, most recently tightening measures this month in retaliation against technology export controls by Washington. 6park.com北京方面通过限制石墨出口来利用这种主导地位。本月，中国发布最新石墨出口管制措施，以报复华盛顿方面的技术出口管制。 6park.com 6park.com“Recent announcements from China to further scrutinise the export of battery-grade graphite to the United States highlight the importance of domestic production of high-performance, battery-grade synthetic graphite,” said Burns. 6park.com伯恩斯说：“中国最近宣布加强审查向美国出口电池级石墨，凸显了国内生产高性能电池级合成石墨的重要性。” 6park.comThe factory is expected to be capable of producing enough graphite to supply 325,000 EVs a year when at full capacity in 2028, according to Novonix. 6park.com据Novonix称，预计该厂2028年满负荷生产时每年生产的石墨可供32.5万辆电动汽车使用。 6park.com 6park.comShares in the Brisbane-based battery materials company, which counts South Korea’s LG Energy Solution as a shareholder and has supply agreements with Panasonic and Stellantis, rose 9 per cent on Tuesday. 6park.com这家总部位于布里斯班的电池材料公司股价周二上涨9%。该公司股东包括韩国LG新能源(LG Energy Solution)，并与松下(Panasonic)和斯泰兰蒂斯(Stellantis)签订了供应协议。 6park.com 6park.comThe funding agreement comes less than a week after Syrah Resources, another Australian graphite producer, entered talks with lenders including the US energy department after protests near its mine in Mozambique halted production and triggered a default on loans. 6park.com此次达成融资协议不到一周前，另一家澳大利亚石墨生产商Syrah Resources与包括美国能源部在内的贷款方进行了谈判。此前该公司莫桑比克矿区附近发生抗议活动，导致停产并引发了贷款违约。 6park.com 6park.comAmong raw materials used in car batteries, graphite is the most difficult to source from countries outside China, a key condition for electric cars to secure up to $7,500 of tax credits per vehicle under Joe Biden’s Inflation Reduction Act. 6park.com在用于生产汽车电池的所有原材料中，石墨是最难从中国以外的国家采购到的，而从中国以外采购组件是电动汽车依据乔•拜登(Joe Biden)的《降低通胀法》(Inflation Reduction Act)有资格享受每辆最高7500美元税收抵免的关键条件之一。 6park.com 6park.comThe carbon material, which is used in the battery’s anode, can either be mined naturally from deposits or produced from needle coke, a petroleum product. 6park.com这种被用于生产电池阳极的碳材料要么是从矿床中自然开采出来的，要么是用针状焦制造出来的，针状焦是一种石油产品。 6park.com 6park.comChina has a stranglehold over both processes, accounting for 86 per cent of natural graphite production and 80 per cent of synthetic graphite output. The country holds even higher shares of technological processes further down the supply chain, according to Benchmark Mineral Intelligence. 6park.com中国在天然石墨和合成石墨的生产中都占据着主导地位，前者占到全球产量的86%，后者占到80%。而根据基准矿物情报(Benchmark Mineral Intelligence)，中国在供应链中处于更下游位置的一些环节甚至占据更大的份额。 6park.com 6park.comBurns told the Financial Times that China’s grip on the battery supply chain was a “glaring” issue when he worked at Tesla and argued that reliance on one territory for critical components was a problem for the global EV sector, regardless of geopolitics. 6park.com伯恩斯对英国《金融时报》表示，当他在特斯拉工作时，中国对电池供应链的把控就是一个“显而易见的”问题。他认为，依赖一个地区来获得关键组件是全球电动汽车行业的一个问题，不管地缘政治局势如何。 6park.com 6park.comBecause of China’s dominance, the US provided carmakers and battery manufacturers with a grace period until the end of 2027 during which EVs with Chinese graphite can still qualify for subsidies. 6park.com由于中国在石墨供应链中的主导地位，美国为汽车制造商和电池制造商提供了宽限期，在2027年年底以前，采用中国石墨生产的电动汽车仍然有资格享受补贴。 6park.com 6park.comNovonix produces synthetic graphite, which carmakers have increasingly preferred because it helps cells to charge faster and last longer despite being more expensive. 6park.comNovonix生产合成石墨，这种石墨虽说价格更贵，但能提高电池充电速度和延长续航时间，所以越来越受汽车制造商的喜爱。 6park.com 6park.comHowever, uncertainty hangs over the future of the IRA measures for EVs. Rivals to Elon Musk’s Tesla would be hit with even greater losses on EV sales if the subsidies were removed under incoming president Donald Trump. 6park.com然而，现在不确定《降低通胀法》中的电动汽车相关措施未来是否会生变。如果唐纳德•特朗普(Donald Trump)上任后撤销了电动汽车补贴，与埃隆•马斯克(Elon Musk)的特斯拉竞争的企业在电动汽车的销售上将遭受更大的损失。 6park.com 6park.comBurns said the funding arrangements Novonix had in place for the Tennessee project were now “set” and argued that projects designed to boost US jobs and strengthen the country’s supply chain were a “bipartisan issue”. 6park.com伯恩斯表示，Novonix就田纳西州项目达成的融资安排目前是“确定的”。他认为，旨在促进美国就业和增强美国供应链的项目是一个“两党都支持的议题”。 6park.com 6park.com“If you step away from the noise, we continue to see that the battery and critical minerals sectors will be supported,” he said. “The question is how.” 6park.com“如果你离噪音远一点，我们仍然会看到，电池和关键材料行业将会得到支持。问题是会怎么做。”
The push to loosen China’s stranglehold over the global battery supply chain has intensified after Washington agreed to fund a new US graphite factory to be built by an Australian group. 6park.com
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