[SMM Analysis] ITC Rejects Tariffs on Chinese Graphite Anodes, Final Duties Not Imposed

Published: Mar 13, 2026 19:55

Save

[SMM Analysis] On March 12, 2026, the US International Trade Commission (ITC) ruled against imposing tariffs on graphite imports from China. Below is the complete timeline of the US anti-dumping and countervailing duty (AD/CVD) investigation into China’s active anode material (graphite anode) imports, the duty rates at each stage, and the latest outcome as of March 12, 2026.

The US International Trade Commission (ITC) ruled on March 12, 2026, against imposing tariffs on graphite imports from China.

Below is the complete timeline of the US anti-dumping and countervailing duty investigations into China’s active anode material (graphite anode) imports, including the duty rates at each stage and the latest result as of March 12, 2026.

December 2024: The American Active Anode Material Producers coalition (AAAMP) filed a petition, alleging that Chinese graphite anodes were being dumped and subsidized, thereby hindering the development of the US domestic industry.

January 7, 2025: The US Department of Commerce officially initiated anti-dumping (AD) and countervailing duty (CVD) investigations into active anode material from China.

Preliminary determination stage (May–July 2025)

1. Preliminary CVD determination (2025.5.2)

The US Department of Commerce found that subsidies existed and imposed provisional countervailing duties:

- Individually examined enterprises: 712.03%–721.03%
- All other Chinese exporters: 6.55%

2. Preliminary AD determination (2025.7.17)

The US Department of Commerce found that dumping existed and imposed provisional anti-dumping duties:

- Individually examined enterprises: 93.50%
- All other Chinese exporters: 102.72%

Final determination stage (2026.2)

February 11, 2026: The US Department of Commerce issued its final determinations in the anti-dumping and countervailing duty investigations, confirming the existence of dumping and subsidies:

1. Anti-dumping duty (AD):

- Individually examined enterprises: 93.50% (unchanged from the preliminary determination)
- All other Chinese exporters: 102.72% (unchanged from the preliminary determination)

2. Countervailing duty (CVD):

- Nationwide rate: 66.82%–66.86%

Combined rates (AD + CVD):

- Individually examined enterprises: 93.50% + 66.82%/66.86% ≈ 160.32%–160.36%
- All other Chinese exporters: 102.72% + 66.82%/66.86% ≈ 169.54%–169.58%

Final result (2026.3.12)

March 12, 2026: The US International Trade Commission (ITC) cast a final negative vote, determining that the Chinese imports did not materially injure or threaten the establishment of the US domestic industry. Therefore, neither the anti-dumping duties (AD) nor the countervailing duties (CVD) took effect.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

Common.Time.minsAgo

Academician Ouyang Minggao’s Latest Views as a Solid-State Battery Expert Scale-Up in 2030, Consumers “Need Not Wait”

Ouyang Minggao pointed out that large-scale mass production of all-solid-state batteries will still require 3–5 years, with test vehicles expected to appear by the end of 2026. Sulphide electrolyte has fallen from 20 million/mt to the million-level range. However, he stressed that the technical difficulty is extremely high and advised consumers that they “need not wait,” as LFP batteries remain the “ballast stone” at present.

Common.Time.minsAgo

1 hour ago

Samsung SDI Signs 4-Year Long-Term Energy Storage Battery Contract With US Energy Company

On March 16, news emerged that Samsung SDI has signed a contract with a US energy company for the supply of energy storage batteries. The contract value is 1.5 trillion Korean Won, approximately 6.915 billion RMB. The supply is planned to occur in phases from 2026 to 2029, spanning four years. The batteries will be produced at a factory in Indiana, USA, a joint venture between SDI and Stellantis. This factory was previously dedicated to producing power batteries with an original capacity of 30GWh. Subsequently, three-quarters of its production lines were converted to produce energy storage batteries, with a planned capacity of approximately 21GWh. Production is scheduled to commence by the end of 2026.

1 hour ago

Tianneng Reaches Cooperation With Four Enterprises

On March 12, Tianneng reached strategic cooperation agreements with four enterprises, focusing on emerging application scenarios such as drones and robots, with solid-state batteries as the technological foundation. The collaboration encompasses deep cooperation ranging from product application to data loop closure. According to the agreements, Tianneng will provide semi-solid-state battery solutions leveraging its expertise in cell research, development, and manufacturing, while the partner enterprises will contribute data feedback based on their advantages in scenario-specific applications.

1 hour ago