The U.S. Worldwide Commerce Fee (ITC) has made an affirmative dedication in its preliminary antidumping and countervailing obligation (AD/CVD) investigations regarding lively anode materials from China.
Battery diagram from UL.
The American Energetic Anode Materials Producers (AAAMP) filed its AD/CVD petitions with the Dept. of Commerce and U.S. ITC in December 2024, requesting investigations into lively anode materials (AAM) utilized in lithium-ion power storage and EV batteries. AAAMP claimed that China’s dominance on AAM manufacturing has prohibited the home market from establishing aggressive operations.
The ITC discovered some benefit behind this declare, indicating that the U.S. AAM business has been “materially retarded” by dumped and backed imports from China. Whereas earlier AD/CVD circumstances within the solar panel space may show a transparent “earlier than” and “after” degree of hurt as soon as dumped Chinese language product entered the US, the AAM business doesn’t but have important product output to check. Immediately’s affirmative preliminary resolution by the ITC units up a singular alternative for different related merchandise to allege materials retardation of home industries — the present, nonexistent silicon wafer business in the US may declare hurt by China’s dominance, for instance.
The ITC will proceed its investigation into AAM, and the Dept. of Commerce will subsequent decide the specifics behind the dumped and backed product from China. Commerce’s preliminary CVD resolution will doubtless are available in Might 2025 and the preliminary AD resolution will doubtless come later in July 2025.
Within the authentic petition, AAAMP requested duties on all lively anode supplies, whether or not artificial, pure or a mix; with or with out coating; no matter whether or not in powder, dry, liquid or another type. The group has generalized that anode supplies sometimes have a most measurement of 80 microns, an power density of at the least 330 milliamp-hours per gram and a level of graphitization of 80% or higher. Topic merchandise might be combined with silicon or not, however the graphite contained will need to have a minimal purity content material of 90% carbon. The duties might be levied towards anode supplies whether or not they’re imported individually, in a compound or in a completed battery.
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