【Graphite Anode】Major Positive: U.S. Decides Not to Impose Tariffs on Chinese Anode Materials

 The rapid growth of the EV and energy storage industries is boosting demand for high-performance lithium batteries, driving the market for quality petroleum coke and synthetic graphite. The quality and particle size of calcined petroleum coke directly affect synthetic graphite performance, especially in anode production.

【Graphite Anode】Major Positive: U.S. Decides Not to Impose Tariffs on Chinese Anode Materials

On March 12, the U.S. International Trade Commission (ITC) overturned the Department of Commerce's ruling and ultimately decided not to impose anti-dumping and countervailing duties on active anode materials (battery materials) imported from China.

Event Review

• February Ruling: The U.S. Department of Commerce had previously determined to impose high tariffs on Chinese active anode materials (anti-dumping duties of 93.5%–102.72% and countervailing duties of 66.82%–66.86%).
• March Reversal: The U.S. International Trade Commission (ITC) concluded that imports of active anode materials from China did not cause material injury or hinder the development of the U.S. domestic industry. Under U.S. law, a negative determination by the ITC means the Department of Commerce will not issue a duty order, and the tariffs will not take effect.

Key Impacts

• Positive for Exports: Chinese battery material companies (such as BTR and Shanshan) will not be affected by these AD/CVD tariffs in their exports to the U.S., significantly easing cost pressures.
• Supply Chain Stability: U.S. domestic battery manufacturers (such as Tesla and Panasonic) will continue to access stable and low-cost raw material supplies from China, avoiding potential supply chain disruptions caused by tariffs.

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