U.S. Department of Commerce to Place 93.5% Antidumping Tariffs on Chinese Graphite Making the Effective Tariff Rate 160%
NOVONIX (NASDAQ: NVX) welcomes the U.S. Department of Commerce's preliminary determination to impose 93.5% antidumping tariffs on Chinese graphite anode active material (AAM). Combined with existing tariffs, the total effective tariff rate reaches 160%, including previously announced countervailing duty of 11.5%, 30% blanket tariffs, and 25% Section 301 tariffs.
The company's Riverside facility in Chattanooga is set to become North America's first large-scale synthetic graphite production site for battery, defense, and industrial sectors. With its existing Riverside facility scaling to 20,000 tonnes per annum and the planned Enterprise South location, NOVONIX's total production capacity will exceed 50,000 tonnes per annum in Chattanooga.
NOVONIX (NASDAQ: NVX) accoglie con favore la determinazione preliminare del Dipartimento del Commercio degli Stati Uniti di imporre dazi antidumping del 93,5% sul materiale attivo per anodi in grafite cinese (AAM). In combinazione con i dazi esistenti, il tasso totale effettivo di dazio raggiunge il 160%, includendo il dazio compensativo precedentemente annunciato dell'11,5%, i dazi generali del 30% e i dazi del 25% previsti dalla Sezione 301.
Lo stabilimento Riverside dell'azienda a Chattanooga diventerà il primo sito di produzione su larga scala di grafite sintetica in Nord America per i settori delle batterie, della difesa e industriale. Con la capacità attuale dello stabilimento Riverside che raggiunge 20.000 tonnellate all'anno e il sito pianificato di Enterprise South, la capacità produttiva totale di NOVONIX supererà le 50.000 tonnellate all'anno a Chattanooga.
NOVONIX (NASDAQ: NVX) da la bienvenida a la determinación preliminar del Departamento de Comercio de EE. UU. de imponer aranceles antidumping del 93,5% sobre el material activo de ánodo de grafito chino (AAM). Sumados a los aranceles existentes, la tasa total efectiva de aranceles alcanza el 160%, incluyendo el derecho compensatorio anunciado previamente del 11,5%, aranceles generales del 30% y aranceles del 25% bajo la Sección 301.
La planta Riverside de la compañía en Chattanooga se convertirá en el primer sitio de producción a gran escala de grafito sintético en Norteamérica para los sectores de baterías, defensa e industrial. Con la capacidad actual de la planta Riverside escalando a 20,000 toneladas por año y la ubicación planificada en Enterprise South, la capacidad total de producción de NOVONIX superará las 50,000 toneladas por año en Chattanooga.
NOVONIX (NASDAQ: NVX)는 미국 상무부가 중국산 흑연 음극재(AAM)에 대해 93.5%의 반덤핑 관세를 부과하기로 한 예비 결정을 환영합니다. 기존 관세와 합산하여 총 실효 관세율은 160%에 이르며, 이전에 발표된 11.5%의 상계관세, 30%의 일반관세, 25%의 섹션 301 관세가 포함됩니다.
회사의 채터누가에 위치한 리버사이드 시설은 배터리, 방위 및 산업 부문을 위한 북미 최초의 대규모 합성 흑연 생산 시설이 될 예정입니다. 현재 리버사이드 시설은 연간 20,000톤 생산 능력을 갖추고 있으며, 계획 중인 엔터프라이즈 사우스 위치까지 포함하면 NOVONIX의 총 생산 능력은 채터누가에서 연간 50,000톤 이상에 달할 것입니다.
NOVONIX (NASDAQ : NVX) accueille favorablement la décision préliminaire du Département du Commerce des États-Unis d'imposer des droits antidumping de 93,5% sur le matériau actif d'anode en graphite chinois (AAM). Combinés aux droits existants, le taux de droit effectif total atteint 160%, incluant le droit compensatoire de 11,5% précédemment annoncé, les droits généraux de 30% et les droits de 25% en vertu de la Section 301.
L'installation Riverside de l'entreprise à Chattanooga deviendra le premier site de production à grande échelle de graphite synthétique en Amérique du Nord pour les secteurs des batteries, de la défense et de l'industrie. Avec la capacité actuelle de l'installation Riverside atteignant 20 000 tonnes par an et le site prévu d'Enterprise South, la capacité totale de production de NOVONIX dépassera 50 000 tonnes par an à Chattanooga.
NOVONIX (NASDAQ: NVX) begrüßt die vorläufige Entscheidung des US-Handelsministeriums, 93,5% Antidumpingzölle auf chinesisches Graphitanodenaktivmaterial (AAM) zu verhängen. In Kombination mit bestehenden Zöllen erreicht der gesamte effektive Zollsatz 160%, einschließlich zuvor angekündigter Ausgleichszölle von 11,5%, pauschaler Zölle von 30% und 25% Zölle gemäß Abschnitt 301.
Die Riverside-Anlage des Unternehmens in Chattanooga wird Nordamerikas erste großflächige Produktionsstätte für synthetisches Graphit für die Batterie-, Verteidigungs- und Industriesektoren werden. Mit der bestehenden Riverside-Anlage, die auf 20.000 Tonnen pro Jahr skaliert, und dem geplanten Standort Enterprise South wird NOVONIX eine Gesamtproduktionskapazität von über 50.000 Tonnen pro Jahr in Chattanooga erreichen.
- New 93.5% antidumping tariffs on Chinese graphite significantly boost NOVONIX's competitive position
- Combined effective tariff rate of 160% on Chinese imports strengthens domestic producers
- Company's Riverside facility positioned as first large-scale synthetic graphite production site in North America
- Total production capacity expanding to over 50,000 tonnes per annum
- Final determinations for AD and CVD investigations pending until December 5, 2025
- Significant production capacity expansion required to meet market demand
Insights
160% effective tariffs on Chinese graphite creates massive competitive advantage for NOVONIX's U.S.-based synthetic graphite production.
The U.S. Department of Commerce's decision to impose 93.5% antidumping tariffs on Chinese anode active material (AAM) represents a game-changing development for NOVONIX. When combined with existing countervailing duty tariffs of
This creates an unprecedented market advantage for domestic producers like NOVONIX, which operates the most advanced synthetic graphite production facility in North America. The company's Riverside facility in Chattanooga is scaling to 20,000 tonnes per annum capacity, while their announced second plant at Enterprise South will bring total production capacity to over 50,000 tonnes per annum - perfectly timed to capitalize on this trade barrier against Chinese competition.
These tariffs fundamentally alter the economics of the North American battery supply chain. Battery manufacturers who previously relied on cheaper Chinese graphite will now face prohibitively expensive import costs, effectively forcing localization of supply chains. NOVONIX stands as the primary beneficiary with its first-mover advantage in large-scale U.S. synthetic graphite production.
The timing couldn't be better - as electric vehicle production increases and battery manufacturing expands in North America, NOVONIX's strategic positioning aligns perfectly with both market demand and government policy. The final determination for both antidumping and countervailing duties is expected around December 5, 2025, but this preliminary ruling already provides strong validation of NOVONIX's business model focused on domestic production.
CHATTANOOGA, Tenn., July 18, 2025 (GLOBE NEWSWIRE) -- NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”), a leading battery materials and technology company, welcomes the preliminary determination by the U.S. Department of Commerce (“Commerce”) to impose antidumping (“AD”) tariffs of
Michael O’Kronley, CEO of NOVONIX, stated, “The decision today underscores the strategic importance of building a domestic supply chain for critical minerals, including synthetic graphite, in North America. It affirms our business strategy as well as the diversification strategy of our customers to source critical battery materials and components locally. NOVONIX, with the most advanced synthetic graphite production facility in North America, will be increasing significantly the United States production of an essential strategic mineral while strengthening American manufacturing, and creating high-quality jobs locally.”
The AD investigation determines whether the graphite is being sold at less than fair value (“dumped”), while the CVD investigation previously announced in May1, determines whether the Chinese government is subsidizing the production and supply of graphite AAM to the United States. The additional AD tariff announced by Commerce today will now stack onto the previously announced CVD tariffs. The final determinations for both the AD and CVD investigations will be issued around December 5, 2025.
NOVONIX’s Riverside facility in Chattanooga is poised to become the first large-scale production site dedicated to high-performance synthetic graphite for the battery, defense, and industrial sectors in North America. To meet increasing customer demand, the Company previously announced its second synthetic graphite manufacturing plant, also in Chattanooga, Tennessee known as the Enterprise South location. With the initial capacity at Enterprise South and its existing Riverside facility, which is scaling up to 20,000 tonnes per annum (“tpa”), NOVONIX will have total production capacity of over 50,000 tpa in Chattanooga.
This announcement has been authorised for release by Ron Edmonds, Chairman.
About NOVONIX
NOVONIX is a leading battery technology company revolutionizing the global lithium-ion battery industry with innovative, sustainable technologies, high-performance materials, and more efficient production methods. The Company manufactures industry-leading battery cell testing equipment, is growing its high-performance synthetic graphite material manufacturing operations, and has developed a patented all-dry, zero-waste cathode synthesis process. Through advanced R&D capabilities, proprietary technology, and strategic partnerships, NOVONIX has gained a prominent position in the electric vehicle and energy storage systems battery industry and is powering a cleaner energy future.
To learn more, visit us at www.novonixgroup.com or on LinkedIn and X.
For NOVONIX Limited
Scott Espenshade, ir@novonixgroup.com (investors)
Stephanie Reid, media@novonixgroup.com (media)
Cautionary Note Regarding Forward-Looking Statements
This communication contains forward-looking statements about the Company and the industry in which we operate. Forward-looking statements can generally be identified by use of words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would,” or other similar expressions. Examples of forward-looking statements in this communication include, among others, statements we make regarding our plans to purchase the Enterprise South property and build a new production facility, and our anticipated production capacity at each of our Riverside and planned Enterprise South facilities.
We have based such statements on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. Such forward-looking statements involve and are subject to known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include, among others, the timely deployment and scaling of our furnace technology, our ability to meet the technical specifications and demand of our existing and future customers, the accuracy of our estimates regarding market size, expenses, future revenue, capital requirements, needs and access for additional financing, the availability and impact and our compliance with the applicable terms of government funding and other support, our ability to satisfy the conditions precedent to our entering into definitive loan documents and to the U.S. Department of Energy’s funding the LPO loan and, if the loan is obtained, our ability to comply with the restrictions and obligations under the loan documents, our ability to obtain patent rights effective to protect our technologies and processes and successfully defend any challenges to such rights and prevent others from commercializing such technologies and processes, and regulatory and economic developments in the United States, Australia and other jurisdictions. These and other factors that could affect our business and results are included in our filings with the U.S. Securities and Exchange Commission (“SEC”), including the Company’s most recent annual report on Form 20-F. Copies of these filings may be obtained by visiting our Investor Relations website at www.novonixgroup.com or the SEC’s website at www.sec.gov.
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1 U.S. Department of Commerce to Place Up to
FAQ
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