🚨Escalating Trade War: US Imposes Mega-Tariff on China! 🇺🇸🇨🇳
🇺🇸 U.S. Imposes 93.5% Tariff on Chinese Battery Components.🔋
The U.S. Commerce Department has announced preliminary anti‑dumping duties of 93.5% on graphite imports from China—a crucial material used in electric‑vehicle and energy‑storage batteries. This move follows findings that Chinese producers benefited from unfair subsidies, enabling them to undercut global prices.
Key Implications:
Boosting U.S. producers: The tariff aims to level the playing field for American graphite industry players.
Surging total duties: Combined with existing levies, effective tariffs on Chinese graphite may soar above 160%, as estimated by industry groups.
EV supply ripple: Higher raw-material costs could trickle up the supply chain, impacting electric-vehicle manufacturers and ultimately EV prices.
Global trade tensions: This action is likely to aggravate U.S.–China trade relations and may trigger retaliatory policies in response.
🔍 A final ruling is expected by December 5, 2025, following this preliminary determination.
What’s next?
Domestic graphite producers are set to welcome the move, likely ramping up U.S. mining or processing.
U.S. EV makers may explore alternative graphite sources—in Japan, Europe, or domestic projects—to mitigate cost pressures.
China might retaliate through counter-tariffs or WTO challenges, potentially escalating the trade dispute.
Stay tuned for updates as the Commerce Department proceeds to its final decision and both trade sectors react.