[SMM PV News] US ITC Rejects Tariffs on Chinese Graphite Anodes

Published: Mar 18, 2026 11:08

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In a 2-1 vote on March 12, the US International Trade Commission (ITC) ruled against imposing anti-dumping and countervailing duties ('AD/CVD') on graphite anode imports from China. The decision effectively kills proposed tariffs that would have surged to 169.5% for most Chinese exporters—and averts an initial petition that sought a staggering 920% duty rate. This ruling provides a highly positive economic outlook for the US battery energy storage system ('BESS') industry, sparing the sector from severe supply chain destabilization and price volatility.

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