Novonix: Betting on Graphite Supply Security
商品編號：W47202
出版日期：2026/02/19
再版日期：
商品來源：
商品主題：International Business; Strategy
商品類型：Case (Pub Mat)
涵蓋議題：Novonix;graphite;synthetic graphite;EV batteries;electric vehicles;anode materials;Chattanooga;Inflation Reduction Act;IRA;tariffs;anti-dumping;China;supply chain;critical minerals;Department of Energy;battery manufacturing;Panasonic;Stellantis;Tesla;Battery Belt;industrial policy;trade policy;policy risk management;global diversification;supply chain resilience
難易度：5 - MBA/Postgraduate
內容長度：13 頁
地域：United States
產業：Manufacturing
事件年度：2025
Novonix, a North American maker of synthetic graphite, was striving to anchor itself in the fast-growing electric vehicle (EV) battery supply chain while facing the volatile policy and geopolitical currents of 2025. Backed by a US Department of Energy loan and multiyear deals with automakers, it planned a large plant in Chattanooga, Tennessee, to chip away at China’s dominance in graphite. However, the project’s long-term viability hinged on a predictable policy environment that included adequate tariff protection, continuity of production credit, and EV manufacturers meeting the sourcing requirements of the Inflation Reduction Act (IRA). Amid intensifying polarization over tariffs and the future of the IRA, Novonix’s leadership had to decide whether to continue to bet on US-based expansion, hedge policy risk through international diversification, or prioritize strategic partnerships with automakers.
教學手冊：Novonix: Betting on Graphite Supply Security - Teaching Note
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