U.S. Department of Commerce Increases Duties on Chinese Battery-Grade Graphite to 160%+ in Final Determinations
Chattanooga, TN (USA), 13 February 2026 - NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”), today acknowledged the U.S. Department of Commerce’s (“Commerce”) final determinations in the antidumping and countervailing duty investigations covering anode active materials (“AAM”) imported into the U.S. from China. The total amount of the tariffs applicable to AAM imported from China will be at least 160%, subject to a final affirmative determination by the U.S. International Trade Commission (“ITC”) that the U.S. AAM industry has been materially impeded because of Chinese AAM imports. The ITC’s final determination is expected in March 2026.
Highlights
Subject to the ITC’s final determination on material impediment:
•An antidumping duty of 93.5% will be imposed on AAM imports from China from specified companies and a duty of 102.72% will be imposed China-wide on all other exporters
•A countervailing duty of 66.82% to 66.86% will be imposed on all AAM imports from China producers
• These duties will remain in effect unless revoked and will be reviewed every five years
“These determinations represent a meaningful step toward restoring fair competition in the U.S. anode materials market,” said Mike O’Kronley, CEO of NOVONIX. “By addressing longstanding trade distortions, these measures strengthen the foundation for domestic production of critical battery materials, accelerate investment in U.S. manufacturing, and support the creation of high-quality advanced manufacturing jobs. We believe this materially enhances NOVONIX’s competitive position as we continue scaling synthetic graphite production in North America.”
The duties apply broadly to anode-graphite materials, as defined by Commerce, including synthetic and natural graphite products, whether coated or uncoated, and blended materials used in lithium-ion battery applications.
The previously imposed 25% tariff under Section 301 of the Trade Act of 1974 and 20% tariff under the International Emergency Economic Powers Act (“IEEPA”) on AAM imports from China remain in effect. The legal validity of the IEEPA tariffs is currently under review by the U.S. Supreme Court.
NOVONIX supports the transparent and rules-based enforcement of U.S. trade laws and believes these determinations represent an important step in promoting fair competition, strengthening domestic battery supply chains, and encouraging long-term capital investment in advanced manufacturing in the United States.
With the most advanced synthetic graphite production capability in North America, NOVONIX is strategically positioned to support customers seeking secure, domestically produced anode materials. The Company continues to execute on its strategy to expand high-performance synthetic graphite production in the United States, reinforcing supply chain resilience, U.S. energy security, and long-term manufacturing competitiveness.
Additional information regarding the determinations is available through the U.S. Department of Commerce’s Enforcement and Compliance records.
This announcement has been authorized for release by NOVONIX Chairman,
Mr. Ron Edmonds.
About NOVONIX
NOVONIX strives to reduce supply chain risk, support U.S. energy independence, and establish a resilient battery materials supply chain. The company is building a North American platform for critical battery materials—anchored by its Chattanooga, Tennessee headquarters and anode materials operations, expanding through its patented all-dry, precursor-free cathode synthesis technology, and supported by industry-leading battery cell testing and R&D services.
Together, these capabilities position NOVONIX as an integrated supplier of advanced battery materials and technologies powering the energy storage and electrification economy.
To learn more, visit us at www.novonixgroup.com or on LinkedIn and X.
For NOVONIX Limited
Investors: ir@novonixgroup.com
Media: media@novonixgroup.com
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