The US Department of Commerce has increased the duties on Chinese battery-grade graphite to at least 160% in the commerce’s final determinations in the anti-dumping and countervailing duty investigations.
The tariffs applicable are subject to a final affirmative determination by the US International Trade Commission that the US anode active material (AAM) industry has been materially impeded because of Chinese AAM imports. The affirmative determination is expected in March 2026.
Subject to the final determination, an anti-dumping duty of 93.5% will be imposed on AAM imports from China from specified companies and a duty of 102.72% will be imposed China-wide on all other exports.
A countervailing duty of 66.82% to 66.86% will also be imposed on all AAM imports from China producers. These duties will remain in effect unless revoked and will be reviewed every five years.
The duties apply broadly to anode-graphite materials, including synthetic and natural graphite products, whether coated or uncoated, and blended materials used in lithium-ion battery applications.
Novonix (ASX:NVX) CEO Mike O’Kronley says these determinations represent a step forward towards restoring fair competition in the US anode materials market.
“By addressing longstanding trade distortions, these measures strengthen the foundation for domestic production of critical battery materials, accelerate investment in US manufacturing, and support the creation of high-quality advanced manufacturing jobs,” O’Kronley says.
Novonix says it supports the enforcement of US trade laws and believes these determinations represent an important step in promoting fair competition, strengthening domestic battery supply chains, and encouraging long-term capital investment.
The company continues to execute on its strategy to expand high-performance synthetic graphite production in the US, reinforcing supply chain resilience, US energy security, and long-term manufacturing competitiveness.
Novonix is focused on building a North American platform for critical battery metals – anchored by its Chattanooga, Tennessee headquarters and anode materials operation.
Write to Aaliyah Rogan at Mining.com.au
Images: Novonix
