Preliminary duties Antibumping 93.5% on Chinese Graphite – Basic Battery Imports – imposed by the Ministry of Commerce of the Commerce USAafter concluding that these materials had been subsidized unfairly.
A commercial union representing graphite producers in the US has submitted applications to two federal services in December, calling for being investigated whether Chinese companies violate anti -dumping laws. The new duties will be added to the existing rates, making the real duty of 160%, according to the American Active Anode Material Producers, the trade team that filed the complaint.
The anti -tamping duty on graphite is increase tensions along the global electric vehicle supply chainwhich is already facing Beijing controls in exports of certain critical minerals and battery technology. Could also impose significantly higher costs in automakerswhich are based on the material for the manufacture of electric cars.
Duty will be a blow for battery manufacturerssaid Sam Adham, head of the CRU Group consulting firm.
A 160% duty is equivalent to $ 7 per kilowatt hour Added cost to an average EV battery cell, or one -fifth of tax credit for the construction of batteries resulting from the law on inflation reduction and survived President Trump’s budget bill, he said.
“This essentially eliminates profits for one or two whole quarters for Korean battery manufacturers,” Adham said.
Tesla and its main battery supplier, the Japanese Panasonic, were among the companies pushing to block the new duties, claiming that they were based on Chinese toner imports because the domestic industry has not been developed enough to meet the quality and volume. Tesla’s shares declined up to 1.4% today Thursday (17.7.2025).
Graphite is a basic raw material used to build battery ups and nearly 180,000 metric tons of graphite products were introduced in the US last yearI, with about two -thirds of these traditions coming from China, according to Bloombergnef.
China dominates the ability to treat graphitewith the International Energy Organization characterizing the material as one of the most exposed to potential supply risks and “requiring urgent efforts to diversify”, according to a May report.
Graphite is expected to remain the most common rise material for all types of lithium -ion batteries in the medium term, according to IEA, with silicon expected to begin eating its market share only by 2030.
The Ministry of Commerce issued the preliminary determination that confirms anti -dump duties in a document on Thursday and stated that the final designation should be announced by December 5.