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Graphite Market Heats Up: U.S. Tariffs and EV Boom Drive Price Pressure

Graphite Market Heats Up: U.S. Tariffs and EV Boom Drive Price Pressure

Meyer Berger 12-Sep-2025

As graphite prices edge upward in the U.S. amid rising import costs and steep anti-dumping tariffs, downstream demand is surging driven by record-breaking EV sales and expanding battery production. Meanwhile, China鈥檚 graphite market remains cautious, with mixed export trends and strategic developments signaling a complex global landscape for this critical mineral.

Key Highlights:

  • U.S. Graphite Prices Rose in August, driven by steady demand and higher import costs.
  • The U.S. Department of Commerce imposed a xx.xx anti-dumping duty on anode-grade graphite from China, bringing total tariffs to xxxx with potential for further increases pending a December ruling.
  • Graphite Prices in China Rose Slightly: A modest x.xx increase was recorded amid cautious sentiment tied to potential steel production cuts.

In August, Graphite prices in the USA went up by xx, due to consistent demand and the higher import prices. A xx-day further delay in implementing a potential increase of synthetic graphite imports into the US, where there is no domestic synthetic graphite production is anticipated to cause synthetic graphite consumers in the US to bear the burden of the increased costs.

The US Department of Commerce imposed anti-dumping rates of xx.xx on anode-grade...

Tags:

Graphite

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