The North American Graphite Alliance (NAGA), which represents US and Canadian producers of battery-grade graphite, has submitted a request to US Trade Representative Katherine Tai to reinstate Section 301 tariffs on three graphite products from China. The group also commissioned a market report from Oxford Economics that explains the rationale behind reinstating the tariffs, and the likely impact on the market.
As regular Charged readers know, China completely controls the global graphite market. in 2023, China produced 79% of the world’s natural graphite and 97% of synthetic graphite for use in anode material.
In 2018, the Office of the United States Trade Representative imposed tariffs of 25% under Section 301 of the Trade Act of 1974, in response to China’s “unfair trade practices.” In 2021, Tesla and battery maker SK Innovations asked the government to waive tariffs on artificial graphite in powder or flake form, and natural graphite in powder form, saying that they couldn’t access graphite for battery anodes in sufficient volume outside of China.
Now, demand for anode material is expected to surge as the US battery manufacturing market grows, and the Buy American provisions of the IRA and BIL call for manufacturers to use increasing proportions of domestically-produced raw materials. In response, companies are rushing to establish domestic graphite production and processing. NAGA believes intervention from the federal government is necessary to protect North America’s nascent graphite industry.
The concerns go beyond mere supply shortages. According to NAGA, China’s graphite supply surpasses global demand, allowing it to flood markets with cheap graphite and manipulate prices. In 2023, China imposed new export controls on graphite—a move that graphite experts called “a very big deal” for the EV industry. The country could use the new rules to reduce exports of graphite. To put it another way, China could disrupt the clean energy transition at any moment by manipulating the global graphite market.
“Trade protections must be enacted to blunt the effects of China’s ability to overproduce graphite and effectively control the global market,” said NAGA spokesperson Erik Olson. “Reinstating 301 tariffs on all graphite products would help stimulate the burgeoning graphite industry in North America, boost the US economy and national security, and create a stable industry that will aid the clean energy transition.”
Source: E&E News
buy lasuna without prescription – order himcolin without prescription himcolin for sale
brand besifloxacin – carbocysteine over the counter buy generic sildamax online
benemid uk – monograph 600 mg over the counter buy tegretol 400mg
brand neurontin 600mg – buy azulfidine without a prescription order azulfidine 500 mg generic
mebeverine where to buy – order etoricoxib 120mg online cheap brand pletal 100 mg
celebrex 100mg brand – indomethacin pill indocin 75mg cheap
cheap rumalaya sale – buy generic rumalaya over the counter order generic elavil 10mg
order diclofenac 50mg without prescription – buy aspirin 75mg for sale aspirin 75 mg tablet
brand voveran – buy isosorbide 40mg buy nimotop for sale
mestinon usa – order mestinon 60mg generic how to get azathioprine without a prescription
order meloxicam 15mg – meloxicam for sale online buy cheap ketorolac
buy ozobax generic – feldene 20 mg cheap order feldene 20mg online
order periactin 4mg online cheap – oral periactin zanaflex cheap
isotretinoin 20mg us – buy generic deltasone 40mg buy deltasone pills
buy cefdinir 300mg without prescription – order omnicef 300 mg without prescription purchase cleocin generic
permethrin without prescription – generic acticin buy tretinoin pills for sale
buy deltasone 5mg for sale – order prednisolone without prescription elimite cream
metronidazole 200mg tablet – order cenforce 50mg online cheap buy cenforce without a prescription
cost betnovate – purchase benoquin generic monobenzone price
augmentin 625mg price – order augmentin pill buy generic synthroid 150mcg
buy clindamycin without a prescription – order cleocin 150mg generic order indocin 75mg pills
order eurax for sale – buy generic mupirocin online buy aczone generic
purchase cozaar generic – order cephalexin 500mg generic keflex 250mg cheap
bupropion sale – buy orlistat 120mg pills purchase shuddha guggulu generic
brand modafinil 100mg – purchase meloset for sale melatonin 3mg usa
capecitabine for sale – buy ponstel pills for sale order danocrine 100 mg without prescription
fosamax drug – fosamax 70mg without prescription buy generic provera 10mg
estradiol 2mg pills – buy anastrozole 1mg pills cost arimidex
シルデナフィルジェネリック йЂљиІ© – г‚·гѓ«гѓ‡гѓЉгѓ•г‚Јгѓ« гЃЉгЃ™гЃ™г‚Ѓ г‚їгѓЂгѓ©гѓ•г‚Јгѓ«гЃ®йЈІгЃїж–№гЃЁеЉ№жћњ