US to Impose 93.5% Anti-Dumping Tariff on Chinese Graphite Used in EV Batteries

US to Impose 93.5% Anti-Dumping Tariff on Chinese Graphite Used in EV Batteries

The US Department of Commerce announced on Friday that it will implement preliminary anti-dumping tariffs of 93.5% on Chinese imports of graphite, a critical material used in electric vehicle (EV) batteries, according to a report from Bloomberg.

The decision follows an investigation into claims that Chinese exporters received unfair subsidies, allowing them to undercut US producers in the global battery materials market.

Key Details:

• The advance ruling was published in a formal notice last Thursday.
• The final determination on the tariff level is scheduled to be revealed by December 5, 2025.
• The tariffs target graphite, a key component used in lithium-ion batteries, which are central to the EV manufacturing supply chain.

Impact on the EV Market and Global Trade

This move is expected to significantly impact EV supply chains, where China is a dominant global supplier of graphite. The new tariff is part of Washington's broader trade strategy to reduce reliance on Chinese materials and encourage domestic sourcing of key components for clean energy technology.

Broader Trade Context

This development adds to rising tensions in US-China trade relations, especially in strategic sectors like clean energy, semiconductors, and EVs. The Biden administration has also introduced similar tariffs in recent months on solar panels, steel, and rare earth materials.