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Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":703,"relatedVideos":704},154491594783715,"b1231e13-5385-4df6-90bd-05f08d4627bd","US ITC votes against antidumping duty and countervailing duty on Chinese active anode material","us-itc-votes-against-antidumping-duty-and-countervailing-duty-on-chinese-active-anode-material","article/us-itc-votes-against-antidumping-duty-and-countervailing-duty-on-chinese-active-anode-material",{"_uid":547,"date":548,"tags":549,"editor":556,"content":566,"excerpt":574,"featured":51,"reporter":663,"component":683,"seo_title":684,"categories":685,"visibility":693,"data_vis_image":694,"featured_image":697,"seo_description":574,"formattedDate":701,"formattedArticleDate":702},"f432bc60-c2e8-4338-a621-e7e3d4cbb8e0","2026-03-13 00:00",[550,553],{"slug":551,"name":552},"usa","USA",{"slug":554,"name":555},"china","China",[557],{"slug":558,"name":559,"content":560},"benjamin-roche","Benjamin Roche",{"job_title":561,"image":562,"bio":564,"linkedin":565},"Editor – Energy Transition Supply Chains",{"filename":563},"https://a.storyblok.com/f/287943243085208/800x800/66d6674fb8/benjamin-roche.png","Benjamin is Benchmark's Editor for Energy Transition Supply Chains, covering both upstream products like critical minerals and downstream products including energy storage systems and electric vehicles. He has previous experience covering trade flows, tariffs and the effects of geopolitics on supply chains.","https://www.linkedin.com/in/benjaminrochecontent/",{"type":567,"content":568},"doc",[569,576,593,603,617,622,629,634,645,652,657],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573],{"text":574,"type":575},"The US International Trade Commission (ITC) has rejected antidumping (AD) and countervailing duties (CD) on imports of Chinese-made active anode material (AAM).","text",{"type":570,"attrs":577,"content":578},{"textAlign":49},[579,581,591],{"text":580,"type":575},"Continuation of the duties requires approval from both the ITC and the Department of Commerce (DOC). While the latter ",{"text":582,"type":575,"marks":583},"offered final affirmative determinations",[584],{"type":585,"attrs":586},"link",{"href":587,"uuid":588,"anchor":49,"target":589,"linktype":590},"/article/us-to-increase-tariffs-on-chinese-anode-producers-to-205-","ee4cc049-cf29-4401-bf04-2a1cd938de91","_blank","story",{"text":592,"type":575}," on both AD and CD in February, which resulted in their initial imposition, their unexpected rejection in a 2-1 decision by the ITC means the duties will be removed.",{"type":594,"attrs":595,"content":597},"heading",{"level":596,"textAlign":49},2,[598],{"text":599,"type":575,"marks":600},"Total tariff rate falls to a fraction of previous level",[601],{"type":602},"bold",{"type":570,"attrs":604,"content":605},{"textAlign":49},[606,608,615],{"text":607,"type":575},"The combined duty rate of AD and CD on Chinese AAM ",{"text":609,"type":575,"marks":610},"was levelled at",[611],{"type":585,"attrs":612},{"href":613,"uuid":614,"anchor":49,"target":589,"linktype":590},"/article/chinese-aam-imports-into-the-us-face-160-tariff-following-antidumping-investigation-ruling","e291a952-d0e9-450d-a0a3-ba06479d1043",{"text":616,"type":575}," 160.3%, bringing the total tariff on Chinese AAM to 195.3% when considering Section 301 and Section 122 duties. With the removal of the AD and CD duties, the total rate falls to 35%.",{"type":570,"attrs":618,"content":619},{"textAlign":49},[620],{"text":621,"type":575},"Tariffs peaked at 205% at the start of February when the new duties were introduced, before a 10% reduction brought them to 195% when the administration’s IEEPA tariffs were struck down by the Supreme Court.",{"type":594,"attrs":623,"content":624},{"level":596,"textAlign":49},[625],{"text":626,"type":575,"marks":627},"Chinese AAM now cheaper for US buyers",[628],{"type":602},{"type":570,"attrs":630,"content":631},{"textAlign":49},[632],{"text":633,"type":575},"With the AD/CD in place, US AAM was more competitively priced for US buyers than imported Chinese product. With their removal, Chinese imports are once again cheaper than US alternatives. Over 2025, imports of Chinese AAM into the US fell driven by the tariffs, consequently with lower tariff rates we expect an upturn in Chinese imports.",{"type":635,"attrs":636},"blok",{"id":637,"body":638},"c7db82d4-e916-4bc4-b4b6-71020a92b180",[639],{"id":640,"_uid":641,"type":642,"component":643,"fixed_height":644,"use_fixed_height":50,"fixed_height_mobile":644,"fixed_height_tablet":644},"28041344","i-cb99271c-c271-4287-8a9c-62c662ed3e67","visualisation","ContentFlourish","",{"type":594,"attrs":646,"content":647},{"level":596,"textAlign":49},[648],{"text":649,"type":575,"marks":650},"What does it mean for the US anode industry?",[651],{"type":602},{"type":570,"attrs":653,"content":654},{"textAlign":49},[655],{"text":656,"type":575},"While there are US-based anode producers coming online, there is now a lack of financial incentive for consumers to purchase US-made product. This makes the development of the US’s domestic anode industry more challenging and puts at risk projects yet to come online. US anode production capacity for synthetic and natural AAM is set to expand with the likes of Kellyton, Graphite One and Videlia Phase and Novonix Riverside all expected to come online in coming years. However, uncertainty now arises as consumers may look to purchase cheaper Chinese material, this applies especially to smaller producers with higher costs.",{"type":635,"attrs":658},{"id":637,"body":659},[660],{"id":661,"_uid":662,"type":642,"component":643,"fixed_height":644,"use_fixed_height":50,"fixed_height_mobile":644,"fixed_height_tablet":644},"28042193","i-6a07a3a9-1a9b-4939-b1af-a874ff8aec2a",[664,674],{"slug":665,"name":666,"content":667},"shruti-kashyap","Shruti Kashyap",{"job_title":668,"image":669,"bio":671,"linkedin":672,"markets_covered":673},"Product Director - Graphite and Battery Chemicals",{"filename":670},"https://a.storyblok.com/f/287943243085208/852x854/ac0cb6825d/shruti-k.png","Shruti is the Product Director for graphite and battery chemicals at Benchmark Mineral Intelligence and has around two decades of experience in commodity analysis. Shruti previously worked at CRU as head of nitrogen analysis and has also worked with leading metals and mining companies, such as Peabody Energy and Anglo American, where she was responsible for analysis of coal and iron ore. Shruti has also worked with Ernst and Young where she was involved in strategy, valuations and due diligence analysis of mining and chemical companies. She has a Masters degree in Economics from Delhi University, India.\n","https://www.linkedin.com/in/shruti-kashyap/","Graphite",{"slug":675,"name":676,"content":677},"didi-bostock","Didi Bostock",{"job_title":678,"image":679,"bio":681,"linkedin":682},"Editor - Energy Transition & Economics",{"filename":680},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/","article","US ITC rejects antidumping, countervailing duties on Chinese AAM",[686,688,691],{"slug":687,"name":261},"anode",{"slug":689,"name":690},"geopolitics","Geopolitics",{"slug":692,"name":673},"graphite","private",{"id":49,"alt":49,"name":644,"focus":49,"title":49,"source":49,"filename":644,"copyright":49,"fieldtype":695,"meta_data":696},"asset",{},{"id":698,"alt":644,"name":644,"focus":644,"title":644,"source":644,"filename":699,"copyright":644,"fieldtype":695,"meta_data":700,"is_external_url":50},141355809944402,"https://a.storyblok.com/f/287943243085208/2560x1707/d8fe6cefca/graphitepowder.jpg",{},"Mar 13, 2026","13th March 2026",[],[],1783093098630]