Graphite — Risco supply chain e conformidade CRMA

Graphite is the largest mass component in lithium-ion cells — and a geopolitical flashpoint. Shandong and other provinces face tighter export controls; GACC inspections lengthen in tense phases. CRMA treats graphite as strategic; battery OEMs must prove diversification. Export volume drops often flow straight into European anode spot premiums. Teams without leading indicators discover shortages when cell scheduling meets vehicle SOPs.

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