US EditionChinese Graphite Is Crucial to Electric Car Batteries. Trump Just Put a 93.5% Tariff on It
UNITED STATES, JUL 17 – The tariff aims to shield US producers from unfairly priced Chinese graphite, increasing total duties to 160% and supporting domestic battery supply chain growth, officials said.
- The US Department of Commerce imposed preliminary 93.5% anti-dumping duties on Chinese anode-grade graphite, a key EV battery component, on July 17.
- Amid concerns over unfair pricing, investigators found Chinese companies sold graphite below fair market value, citing harm to US domestic producers.
- The combined levies raise the effective tariff to 160%, potentially adding over $1,000 to each EV battery.
- The tariff decision will hurt automakers like Ford and battery suppliers Panasonic and LG Energy Solution, and Tesla shares dipped 0.7% on the news.
- Amid pending rulings, industry awaits outcomes with final decisions on tariffs expected by December 5, 2025, and the tariff order to be announced on November 20 if both agencies concur.
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55 Articles
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Chinese graphite is crucial to electric car batteries. Trump just put a 93.5% tariff on it
The Trump administration is imposing a substantial tariff on a raw material that is critical for electric vehicle batteries, which could significantly raise the cost of building EVs in the United States.
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