The United States imports 100% of its natural graphite — a material that makes up roughly 68% of a battery’s weight and runs through defense systems, aerospace, and industrial applications. Nearly half of that supply comes from China. For decades, that dependency was treated as a cost-of-doing-business problem. Washington is now treating it as a national security issue.
Earlier this month, the U.S. Department of Commerce finalized aggregate antidumping and countervailing duties (AD/CVD) of at least 160% on certain Chinese graphite imports, separate from existing tariffs. If the U.S. International Trade Commission (ITC) affirms the ruling in March, the duties will remain in place for at least five years.
Rita Adiani, President and CEO of Titan Mining (AMEX:TII) — the only end-to-end U.S. natural flake graphite producer — told Benzinga the duties would “materially” change the economics of Chinese supply. “The procurement chain is shifting from lowest cost to secure and domestic,” she said.
160% Duties Neutralize China’s Pricing Edge
Chinese graphite has held structural pricing advantages for decades. A 160% duty effectively wipes that out. Combined with tightening Chinese export controls and rising national security scrutiny, Adiani said …Full story available on Benzinga.com
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