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Opinion Piece | Tue Jun 18 2024

Is graphite the gateway commodity for further easing of US raw material sourcing restrictions?

The US Treasury and Internal Revenue Service (IRS) is going to push out the deadline for complying with sourcing restrictions for certain battery raw materials until 2027, easing the pressure on OEMs to meet criteria. The list included electrolyte salts, electrode additives and binders, but graphite stood at the forefront of headlines as it was the only primary mined mineral to be included.