US Edition
US Preps 93.5% Tariff on Graphite From China
UNITED STATES, JUL 21 – The US imposes a preliminary 93.5% tariff on Chinese graphite to counteract unfair pricing and support domestic and allied graphite supply chains for EV batteries, affecting $347 million in imports.
- On July 23, 2025, the U.S. Commerce Department announced 93.5% preliminary anti-dumping duties on Chinese graphite imports, highlighting its role in lithium-ion batteries.
- Allegations of state-subsidized dumping prompted the American Active Anode Material Producers' December 2024 petition, citing below-cost exports.
- Amid dependency risks, Chinese sources supply around two-thirds of the US graphite market, and duties could total roughly 160%, straining the supply chain.
- Market response: shares of Northern Graphite Corporation doubled while Syrah Resources Ltd. shares surged nearly 40% immediately after the tariff news.
- In response, the U.S. is investing in domestic graphite mining and processing and forging partnerships with Australia and Canada, as the International Energy Agency urged urgent supply chain diversification.
13 Articles
13 Articles
How Trump's Policies Crush the American Battery Boom
Last week, Donald Trump’s administration announced a staggering 93.5% tariff on Chinese graphite—a material essential to battery production. China not only dominates graphite mining but controls 96% of the global supply of processed anode-grade graphite, a necessary component of lithium-ion batteries. The move will send shockwaves through the already fragile battery supply chain and all but guarantee higher costs for U.S. manufacturers. It’s onl…
Wall Street Bets on U.S. Graphite as China Faces 160% Tariffs
Combined with existing tariffs, the 93.5% preliminary anti-dumping tariffs the U.S. Commerce Department announced this week on anode-grade graphite imported from China, targeting nearly $350 million in goods, promises to deal a major blow to battery producers. It would bring the tariffs to 160% on the notion that Chinese graphite is being sold in the U.S. below fair market value. And it gets worse than that for some Chinese producers. China’s …
US to Impose 93.5% Anti-Dumping Levy on China Battery Material
(Bloomberg) — The US Commerce Department will impose preliminary anti-dumping duties on imports of Chinese graphite, a key battery component, after concluding that the materials had been unfairly subsidized. A trade association representing US graphite producers in December filed petitions with two federal agencies, asking for investigations into whether Chinese companies were violating anti-dumping laws. The new duties will add to existing rate…
US Imposes Anti-Dumping Duties on Chinese Graphite
The US Commerce Department has announced preliminary anti-dumping duties on Chinese graphite imports, a key component in lithium-ion batteries. This move follows a petition from US graphite producers alleging that Chinese firms have been exporting graphite products into the US market at artificially low prices, undermining domestic and allied producers. The duties, set at 93.5% and bringing the effective tariff rate to approximately 160%, will s…
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