Some time ago, tesla, a giant of new energy vehicles, frantically asked the US government to be gracious and not to charge import taxes on graphite products. Immediately after, the official side of the United States did not move, and Tesla found a "spare tire" for itself in Australia.
On December 23, local time, Tesla announced that it signed a four-year purchase agreement with Australian graphite supplier Syrah Resources Ltd. (hereinafter referred to as Syrah). That is, Syrah will then supply Tesla with graphite active anode material (AAM). The Australian company also planned to increase investment in the United States by about $130 million (equivalent to 820 million yuan) to expand the graphite capacity of its plant in the United States.
You know, Tesla has been looking for Chinese suppliers to buy graphite products. In its application for a U.S. tariff exemption, Tesla also gave the reason that it could not find an alternative source of supply other than Chinese companies. However, Syrah seems to give Tesla a glimmer of hope, the company that has developed with a focus on the US and European markets, has laid out graphite mineral resources in Mozambique and is expected to become a new generation of natural graphite AAM producers.
At present, the annual graphite production capacity of Syrah's US plant is about 10,000 tons. However, the Australian company is not satisfied with this, but hopes to increase the annual production capacity of its US factory by 40,000 tons to about 40,000 tons in 2025.
As the world's largest new energy vehicle manufacturer, Tesla is very clear that only by ensuring that the supply of various battery materials in its hands is sufficient, the production and delivery of cars can be foolproof. Therefore, in addition to reaching long-term cooperation with battery giants such as China's Ningde Times and BYD, Tesla itself is also laying out related mineral resources. In July, the U.S. giant struck a nickel purchase agreement with Australian mining giant BHP Billiton.
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