Overview
- The preliminary 93.5% duty applies across the board to all Chinese anode-grade graphite producers, affecting imports valued at roughly $347 million last year.
- Combined with existing 25% Section 301 and 30% retaliatory tariffs, total levies on Chinese graphite imports now exceed 160%.
- Major EV manufacturers, including Tesla and Panasonic, lobbied against the duties, arguing U.S. producers cannot yet meet required purity and volume standards.
- A separate countervailing duty inquiry has set preliminary subsidy duties of 6.55% for most Chinese firms and more than 700% for specific companies.
- U.S. graphite producers are accelerating investments in domestic mining and processing capacity under Inflation Reduction Act incentives.