BUSINESS

U.S. Scraps Tariffs on Chinese Graphite Anode Material

Published: Mar. 17, 2026 6:04 p.m. GMT+8

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Workers fulfill orders at an anode material production facility in Guiyang, Guizhou province, on Feb. 25. Photo: VCG

The U.S. has abandoned plans to impose anti-dumping or countervailing duties on imports of graphite anode material from China, following a yearlong investigation.

The International Trade Commission announced last week that while imports of the key battery component from China were sold at less than fair value and subsidized, they “have not materially retarded the establishment of an industry in the United States.” The finding voids a preliminary Department of Commerce decision to levy heavy tariffs.

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The U.S. decided not to impose anti-dumping or countervailing duties on Chinese graphite anode material after finding imports didn't significantly harm domestic industry.
China supplies about 97% of global anode material; U.S. imports from China were 84,300 tons ($347 million) in 2023.
The ruling reflects the U.S. EV sector’s reliance on Chinese supply chains, though direct export impact on China’s industry is minimal.

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Who’s Who

Henan Yicheng New Energy Co. Ltd.: Henan Yicheng New Energy Co. Ltd. is a Chinese producer of graphite anode material, a key component in electric-vehicle batteries. Following a U.S. decision to abandon plans for anti-dumping or countervailing duties on Chinese graphite imports, Henan Yicheng's shares notably increased by over 11%. This highlights the company's role in the global supply chain for EV battery components.

Tesla Inc.: Tesla Inc., an EV giant, lobbied against proposed U.S. tariffs on Chinese graphite imports. The company argued that it relies on Chinese graphite and that the domestic U.S. industry cannot yet meet automakers' needs in terms of quality or scale. This highlights the U.S. renewable energy industry's dependence on Chinese supply chains.

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What Happened When

January 2025：: The U.S. began an investigation into imports of graphite anode material from China after a petition from the American Active Anode Material Producers coalition.

February 2026：: The U.S. Department of Commerce announced final duties that would have imposed anti-dumping tariffs of up to 102.72% and countervailing duties of around 66.8% on Chinese producers.

March 2026：: The International Trade Commission announced that imports of graphite anode material from China 'have not materially retarded the establishment of an industry in the United States,' voiding the preliminary Department of Commerce decision to levy heavy tariffs.

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