Now Bloomberg reports that one large ingredient in lithium-ion batteries — graphite — is causing particular concern in China, where much of it is mined. Unfortunately, the crackdown comes just as demand is ramping up from companies like Tesla, which could double its graphite needs when its battery factory in California opens. For his part, Tesla CEO Elon Musk says on Twitter that the graphite used in its lithium-ion batteries is mined in a very clean way and comes from Japan.