According to Lianhe Zaobao, the U.S. Department of Commerce on Thursday (July 17) determined that China's imported graphite had unfair subsidies and decided to impose a preliminary anti-dumping duty of 93.5% on China's anode-grade graphite. Graphite is a key material for electric vehicle batteries. The U.S. Department of Commerce said the order will affect imports worth US$347.1 million (about S$446 million) in 2023. Anti-dumping duties apply to anode-grade graphite materials with a purity of at least 90% carbon content (by weight), which can be synthetic graphite, natural graphite or a mixture of the two.

A U.S. Department of Commerce fact sheet seen by Reuters shows that the anti-dumping duty rate and cash margin rate for all Chinese producers are 93.5%. According to Bloomberg, a trade association representing U.S. graphite producers filed a complaint with two federal agencies in December last year, requesting an investigation into whether Chinese companies violated anti-dumping laws. The trade organization, American Active Anode Material Producers, which filed the lawsuit, pointed out that the new tariffs will be added to the existing rates, bringing the actual tariff to 160%.

The global electric vehicle supply chain is already facing Beijing's export controls on some key minerals and battery technologies, and the US's anti-dumping duties on graphite are bound to exacerbate the situation. Battery suppliers' stocks fell, while North American graphite producers' stocks soared.

Against the backdrop of US-China trade tensions, the US Department of Commerce announced a preliminary anti-dumping duty of 93.5% on anode-grade graphite from China, a decision that will directly affect more than $347 million of graphite imports. Anode-grade graphite is a key material for electric vehicle batteries. This move, combined with existing tariffs, may increase the total tax burden to as high as 160%, which is bound to exacerbate tensions in the electric vehicle supply chain and cause market fluctuations.Hanyue International Continue to pay attention to the progress of the US trade investigation on graphite products in China, combined with deep insights into the supply chain,Combined with a deep understanding of global trade rules and logistics layout, we provide shippers with cost-optimized path design, import and export compliance enhancement guidance, and emergency alternative transportation and supply chain solutions. If you need to obtain the latest tariff list details or personalized response plans, please feel free to consult our customer service.