CATL Invests in CarbonScape to Accelerate Bio-Graphite Commercialization

The essence of this supply crunch is a "three-layered squeeze": Layer 1: Physical cutoff – the Hormuz blockade severed Middle Eastern supply, halting nearly half of global seaborne trade. Layer 2: Policy lockdown – overlapping export bans from Russia, Kazakhstan, and Turkey blocked alternative supply sources, further tightening global tradable volumes. Layer 3: Capacity and inventory collapse – war-damaged Middle Eastern production facilities are slow to restart.

In June 2026, the phosphorus chemical industry chain underwent a profound round of repricing under extreme cost pressures. Four keywords — "Surge, Hold, Strain, Expand" — capture the full-month landscape.

[CPCA Branch's Cui Dongshu: Vehicle and Vessel Tax Adjustment Is a Landmark Step in the Implementation of Equal Rights for Fuel and Electric Vehicles] CPCA Branch Secretary General Cui Dongshu wrote in an article on July 5, "This adjustment to the energy-saving and new energy vehicle and vessel tax policy is a landmark step in the implementation of equal rights for fuel and electric vehicles in China's automotive industry. It is also a key tax system optimization as the new energy industry transitions fully from the policy support period to a market-driven mature stage." He believes that this reform benefits the development trend of full electrification and fully aligns with the long-term direction of high-quality development and market-oriented balanced development of the automotive industry. Cui Dongshu stated that equal rights for fuel and electric vehicles do not mean a one-size-fits-all equalization. Instead, it involves establishing a vehicle tax system that matches rights and responsibilities and ensures tax fairness based on technical attributes, emission characteristics, and usage scenarios.