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US Imposes 93.5% Anti-Dumping Duties on Chinese EV Battery Graphite

The department’s action raises tariffs to about 160% to shield U.S. anode producers from unfairly priced Chinese imports.

Tesla Opposes Tariffs On This Key EV Battery Material: Critical Materials
Image
Graphite powder, left, and powder made from nickel, copper and magnesium, right, which are used to make lithium-ion batteries, are displayed in the showroom of Chinese EV battery maker CATL. The United States just imposed an additional 93.5% tariffs on graphite imports from China, which could significantly raise the cost of building electric vehicles at American plants.
A 160% tariff equates to one fifth of the battery manufacturing tax credits that originated in the Inflation Reduction Act and survived President Trump’s budget bill.

Overview

  • On July 17, the Commerce Department levied preliminary 93.5% anti-dumping duties on anode-grade graphite from China, bringing total tariffs to roughly 160% when combined with existing levies.
  • The ruling follows findings that Chinese suppliers sold high-purity graphite below fair market value and received state subsidies, undermining U.S. competitors.
  • A separate countervailing investigation initiated in May imposed duties of 6.55% for most Chinese producers and over 700% for specific firms tied to significant subsidies.
  • Major EV makers and battery suppliers including Tesla and Panasonic are seeking exemptions or delays, citing insufficient U.S. production capacity and quality standards.
  • U.S. producers grouped as the American Active Anode Material Producers are fast-tracking Inflation Reduction Act-backed graphite processing projects ahead of final determinations due December 5, 2025.