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

Published: Mar 13, 2026 19:55

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[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.

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