[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

POSCO Future M Signs $675M Graphite Anode Supply Deal with Global Automaker Till 2032

POSCO Future M, the battery materials unit of South Korea's POSCO Holdings, announced that it had signed a supply agreement for artificial graphite anode material used in lithium-ion batteries. The contract is worth KRW 1,014,945,300,000 (approximately $675 million). The counterparty is a global automaker, and the contract term runs from October 1, 2027 to September 30, 2032.

Common.Time.minsAgo

Samsung SDI Signs $1.5T ESS Battery Deal with US Firm, Supply to Run Until 2029

Samsung SDI announced that its North American subsidiary had signed an ESS battery supply contract worth KRW 1.5 trillion with a US energy company, with the supply period running from this year through 2029. The batteries will be produced at the Star Plus Energy (SPE) plant in Indiana, US, a joint venture between Samsung SDI and Stellantis, which is expected to supply nickel-cobalt-aluminum (NCA) batteries followed by LFP batteries in sequence.

Common.Time.minsAgo

Xiaomi Auto to Launch New SU7 Model on March 19 at 7 PM

According to Xiaomi Auto, the new-generation SU7 will be officially launched at 19:00 on March 19.

Common.Time.minsAgo