In December 2024, the US Active Anode Material Producers Association, jointly formed by multiple US-based graphite producers including Anovion Technologies, Syrah Technologies LLC, and Novonix Anode Materials, filed a complaint with federal agencies, alleging that Chinese graphite enterprises had violated anti-dumping laws.
On May 20, 2025, the US Department of Commerce initiated a parallel and independent countervailing duty investigation against anode-grade graphite from China. The preliminary decision of this investigation imposed a 6.55% countervailing duty on most Chinese producers, with Huzhou Kaijin New Energy Technology Co., Ltd. and Shanghai Shaosheng Knitted Undershirt Co., Ltd. being subject to countervailing duties of 712.03% and 721.03%, respectively.
Recently, the US Department of Commerce issued another latest ruling, announcing that it would impose a 93.5% anti-dumping duty on anode-grade graphite imported from China, based on the determination that these products were sold in the US market at prices below fair market value. The Department of Commerce's fact sheet obtained by Reuters indicated that the anti-dumping margin and cash deposit rate for all Chinese producers were set at 93.5%. This tariff rate would be imposed in addition to the existing tariff rate, resulting in an actual tariff rate of 160% for graphite products.
The anode graphite involved in this taxation specifically refers to materials with a carbon content of no less than 90% by weight, in forms including artificial graphite, natural graphite, and mixtures of the two. As a key raw material for the anode of lithium-ion batteries, this material is widely used in numerous fields such as electric vehicles (EVs), battery energy storage systems (BESSs), consumer electronics, and medical devices.
SMM New Energy Industry Research Department
Wang Cong 021-51666838
Ma Rui 021-51595780
Feng Disheng 021-51666714
Lv Yanlin 021-20707875
Zhou Zhicheng 021-51666711
Zhang Haohan 021-51666752
Wang Zihan 021-51666914
Wang Jie 021-51595902
Xu Yang 021-51666760
Chen Bolin 021-51666836
Xu Mengqi 021-20707868
