Trump's election, what impact will it have on the graphite industry?

The 2024 US election has ended, and Trump is back in power. What impact will it have on our graphite industry? As we all know, graphite plays an extremely important role in the field of new energy. The negative electrode material of lithium batteries mainly comes from graphite. Trump advocates supporting traditional energy in the United States, which is bound to have an impact on the new energy industry. At the same time, he mentioned in the campaign that he would increase tariffs, so for us, the difficulty of exporting these materials to the US market will be greatly increased.

However, the rise of new energy is already a global development trend, which is more in line with market demand. The US market will certainly pay attention to this change and make corresponding adjustments. Then China will definitely be more rigorous in the new energy lithium battery industry to cope with the changing international market. As an enterprise, we will also strictly control the quality of products, and the technical department will also work hard to make further innovations.

In short, with the continued growth and rapid development of the new energy vehicle market, the demand for lithium battery negative electrode materials will continue to grow. Although policy adjustments will have a certain impact on us, we believe that risks and opportunities coexist.