<p>중국, 흑연 수출 제한 조치로 배터리와 전기차 산업에 영향 <br><br>중국 상무부는  국가 안보 문제를 이유로 12월 1일부터 흑연 제품 수출에 허가가 필요하다고 발표했습니다. 흑연은 리튬이온 배터리의 핵심 양극재로 전기자동차, 에너지 저장장치 등의 산업에 매우 중요합니다. 중국은 세계 최대 흑연 생산국으로 전 세계 천연 흑연의 67% 이상, 정제 흑연의 90% 이상을 공급합니다. <br><br>이러한 움직임은 EU와 같은 외국 정부가 부당한 보조금으로 인식되어 중국 전기 자동차에 대한 관세를 고려하고 미국이 중국 기업의 고급 반도체 인수에 대한 제한을 확대함에 따라 더 넓은 추세의 일부인 중요 광물 공급을 통제하려는 중국의 노력을 나타냅니다.  <br><br>천연 흑연은 EU, 일본, 캐나다, 미국에서 중요한 원자재로 간주됩니다. 중국의 주요 흑연 구매자로는 일본, 미국, 인도 및 한국이 있습니다. 국제에너지기구(International Energy Agency)는 2020년부터 2040년까지 흑연 수요가 20~25배 증가할 것으로 예상합니다. <br><br>이에 대해 산업통상자원부는 배터리 및 소재 제조사들과 간담회를 갖고 리튬이온 배터리 생산 차질을 완화하기 위한 전략을 논의했다. 일본은 중국의 행동이 세계무역기구(WTO) 규정을 위반한 경우 추가 조사를 하고 적절한 조치를 고려할 의향을 표명했습니다. <br><br>이러한 흑연 수출 통제를 시행하기 전에 중국은 갈륨과 게르마늄에 대한 제한을 가해 8월 1일부터 주요 금속의 글로벌 가격에 영향을 미쳤습니다. 9월 중국 본토 관세 자료에 따르면 갈륨과 게르마늄에 대한 수출 제한은 계속해서 공급을 방해하고 있습니다. 9월 압연 게르마늄 수출량은 1kg이었고, 8월에는 0였다. 8월과 9월 모두 압연 갈륨 수출이 0이었습니다. <br><br><a href="https://www.trendforce.com/news/2023/10/23/news-china-implements-export-restrictions-on-graphite-impacting-battery-and-electric-vehicle-industries/" target="_blank" class="ke-link">https://www.trendforce.com/news/2023/10/23/news-china-implements-export-restrictions-on-graphite-impacting-battery-and-electric-vehicle-industries/</a><br><br></p><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="[News] China Implements Export Restrictions on Graphite, Impacting Battery and Electric Vehicle Industries" data-og-description="China's Ministry of Commerce announced that as of December 1, the export of graphite products will require permits, citing national security concerns...." data-og-host="www.trendforce.com" data-og-source-url="https://www.trendforce.com/news/2023/10/23/news-china-implements-export-restrictions-on-graphite-impacting-battery-and-electric-vehicle-industries/" data-og-url="https://www.trendforce.com/news/2023/10/23/news-china-implements-export-restrictions-on-graphite-impacting-battery-and-electric-vehicle-industries/" data-og-image="https://scrap.kakaocdn.net/dn/bEL537/hyUgHS8psx/e7r6tGHzbN9qqOSvovaqM0/img.jpg?width=300&height=225&face=0_0_300_225,https://scrap.kakaocdn.net/dn/iLNuD/hyUkehrCoJ/NOdlJTH7NoKSw6Y2nZW6s0/img.jpg?width=624&height=468&face=0_0_624_468"><a href="https://www.trendforce.com/news/2023/10/23/news-china-implements-export-restrictions-on-graphite-impacting-battery-and-electric-vehicle-industries/" target="_blank" data-source-url="https://www.trendforce.com/news/2023/10/23/news-china-implements-export-restrictions-on-graphite-impacting-battery-and-electric-vehicle-industries/"><div class="og-image"><img src="https://scrap.kakaocdn.net/dn/bEL537/hyUgHS8psx/e7r6tGHzbN9qqOSvovaqM0/img.jpg?width=300&height=225&face=0_0_300_225,https://scrap.kakaocdn.net/dn/iLNuD/hyUkehrCoJ/NOdlJTH7NoKSw6Y2nZW6s0/img.jpg?width=624&height=468&face=0_0_624_468" alt="" xxonerror="this.src="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png""></div><div class="og-text"><p class="og-title">[News] China Implements Export Restrictions on Graphite, Impacting Battery and Electric Vehicle Industries</p><p class="og-desc">China's Ministry of Commerce announced that as of December 1, the export of graphite products will require permits, citing national security concerns....</p><p class="og-host">www.trendforce.com</p></div></a></div><p> </p><p><span data-ke-size="size14">*** 본 정보는 투자 참고용 자료로서 그 정확성이나 완전성을 보장할 수 없으며, 어떠한 경우에도 법적 책임소재에 대한 증빙자료로 사용될 수 없습니다.</span></p><div class="table-wrap"><table data-ke-type="table" data-ke-align="alignLeft" style="width: 100%; height: 75px;" border="1" data-ke-style="style13"><tbody><tr style="height: 75px;"><td style="width: 756px; height: 75px; text-align: center;"><a href="https://cafe.daum.net/stockwang/As9F/3070" target="_blank" class="ke-link"><span style="color: #ee2323;" data-ke-size="size26"><b>'돈' 잃지 마라! '돈'을 지켜라! 그리고 '돈'을 불려라!</b></span></a></td></tr></tbody></table></div><p> </p>
<!-- -->
