The Dept. of Commerce has revealed its final determinations in its antidumping (AD) and countervailing responsibility (CVD) investigations of lively anode materials (AAM) from the China. Closing AD charges stayed the identical because the preliminary decision, whereas general CVD charges elevated.
Closing dumping margins
| Exporters | AD charge |
| Tesla, Panasonic, Hunan Zhongke Shinzoom, Jiangxi Zichen Know-how, Resonac, Shanghai Shanshan New Materials | 93.5% |
| All others/China-wide entity | 102.72% |
Closing subsidy charges
| Exporter/Producer | CVD charge |
| Huzhou Kaijin New Vitality Know-how, Shanghai Shaosheng Knitted Sweat, BTR New Materials | 66.82% |
| Panasonic | 66.86% |
| All others | 66.86% |
The AD/CVD investigation was requested in December 2024 by American Energetic Anode Materials Producers (AAAMP), a gaggle of startup firms making an attempt to provoke home manufacturing of lively anode supplies, a vital element in lithium batteries used within the vitality storage and EV markets. AAAMP claims that China’s dominance on AAM manufacturing has prevented the home market from establishing aggressive operations. The U.S. Worldwide Commerce Fee (ITC) made a preliminary affirmative willpower in January 2025 that imported lively anode materials from China was harming the U.S. trade, and the Dept. of Commerce started calculating potential tariff quantities.
The ITC is right now internet hosting a listening to on this case. If it releases an affirmative last determination, then these last AD/CVD charges will formally go into impact and Customs and Border Safety will start gathering the duties.
What are battery lively anode supplies?
A battery wants each a cathode and anode to facilitate the move of electrical cost. Throughout battery charging, electrons transfer from the constructive cathode to the damaging anode, and {that electrical} distinction is what interprets to saved vitality. The acknowledged “chemistry” of a battery is its lively cathode supplies — lithium iron phosphate (LFP) or lithium nickel manganese cobalt (NMC), for instance. Energetic anode supplies are usually carbon-based — like graphite powder or silicon oxide. The supplies are mined, floor to a superb powder after which coated on the anode (normally copper foil).
AAAMP claims that it represents the one home producers of lively anode supplies. Membership consists of Anovion Applied sciences (Georgia), Syrah Applied sciences (Louisiana), NOVONIX Anode Supplies (Tennessee), Epsilon Superior Supplies 5060 (North Carolina) and SKI US (Georgia). Most of those firms are nonetheless thought-about to be within the startup stage. AAAMP claimed in its petition that the home AAM trade is struggling to get off the bottom due to China’s oversupply.
Commerce clarified that EVs and accomplished battery vitality storage system containers for each utility-scale and residential purposes are excluded from these tariffs. However uncooked AAM, battery cells and battery modules are inside the scope and topic to tariffs. Home battery producers will really feel the tariff burden whereas BESS importers won’t.
