US Sets 93.5% Duty on Chinese Battery Graphite

The US Commerce Department has imposed preliminary anti-dumping duties of 93.5% on anode-grade graphite imports from China, targeting graphite with at least 90% carbon purity, including natural, synthetic, or blended types. The duties impact around $347 million in imports from 2023, following findings that Chinese producers sold graphite below fair market value. These actions respond to petitions from the American Active Anode Material Producers coalition, representing US manufacturers concerned about unfair competition. A parallel investigation into Chinese government subsidies has resulted in some Chinese companies facing countervailing duties exceeding 700%. The tariffs are expected to increase costs for US automakers and battery makers, potentially raising EV prices as federal tax credits for electric vehicles begin to phase out. Final decisions on these duties are expected by December 5, 2025.