Market Watch | U.S. plans new curbs on sanctions against exports of chips, chip-making tools to China: report, 9/11

The Biden administration plans to expand export restrictions for U.S. chip companies to China, according to a new report. ...The restrictions barred those companies from sanctions against exporting semiconductor equipment to Chinese chip makers that were making sub-14-nanometer processes, unless first approved by the Commerce Department, according to Reuters.

Reuters | Tesla considering lithium refinery in Texas, seeks tax relief, 9 Sep

The report said the new curbs would also codify restrictions sent last month to Nvidia Corp. NVDA, -0.93% and Advanced Micro Devices Inc. AMD, -1.17% against shipping certain AI chips to China. Nvidia shares sank to a 52-week low after disclosing the restrictions. The broader restrictions could impact a number of other major tech companies, including Intel Corp. INTC, -0.38%, Dell Technologies Inc. DELL, -0.24% and Hewlett-Packard Enterprise Co. HPE, 0.35%, according to the report.

Reuters also said other restrictions may be added.

USGS | Mineral Commodity Summaries, lithium, Jan 2022
"The only lithium production in the United States was from one brine operation in Nevada."
McKinsey | These countries are driving lithium production, 25 May 2022
GRAPHIC WARNING: USGS color-coded top 10 reserves by geo-concentration
INN | Lithium Market Update: Q2 2022 in Review, 4 Aug China's supply chain discipline? RLY?

At the end of 2021, most analysts agreed that demand would outpace supply in 2022, and they were forecasting a deficit ahead. Even though a supply response is expected from the market, which could alleviate the current tightness, demand for lithium is still expected to be higher as EV sales continue to increase in key markets.

archived "Stabbed in the back", CHIPS for America Act of 2022, Economics for Taiwan Chips Industry, US, Europe's tech supply chain is at risk, EC bid for strategic autonomy, ASML: Lynchpin In Chips

CHIP 4 (USC 2022): US, JP, CN-tw, *KR
PBP (2022 NGO): US, UK, NZ, JP, EU
IPEF (2022 NGO): US, AU, JP, IN, NZ, KR, ID*, BN*, MY*, PH*, SG*, TH*, VN*