Tariff shifts: NOVONIX (NVNXF) reacts to ITC China anode ruling and 35% duty

Rhea-AI Filing Summary

NOVONIX Limited reports that the U.S. International Trade Commission has determined Chinese imports of anode active material do not “materially retard” the U.S. graphite industry, blocking new antidumping and countervailing duties that had been proposed by the U.S. Department of Commerce.

The company notes that a previously imposed 25% tariff under Section 301 remains, and President Trump has added a global 10% import duty under Section 122 for up to 150 days, taking the combined tariff on these imports to 35% during that period.

NOVONIX states it remains on track with its North American growth strategy, highlighting binding offtake agreements with Panasonic Energy and PowerCo and describing its synthetic graphite production capability as among the most advanced in North America, aimed at supporting domestic battery manufacturers and eligibility for 45X production tax credits.

Insights

Battery materials and trade policy analyst

ITC blocks new duties, but existing tariffs and NOVONIX’s U.S. growth plans remain in place.

The U.S. International Trade Commission’s decision that Chinese anode active material imports do not materially impede U.S. industry prevents new antidumping and countervailing duties from taking effect, despite earlier U.S. Department of Commerce findings on underpricing and subsidies.

However, a 25% Section 301 tariff continues to apply, and a further global 10% duty for up to 150 days temporarily lifts combined tariffs to 35%. NOVONIX emphasizes its advanced North American synthetic graphite production and binding offtake agreements with Panasonic Energy and PowerCo as support for its long-term growth strategy.

The company also links its domestic production to helping U.S. battery manufacturers qualify for 45X production tax credits that require non‑Chinese materials. Future disclosures in company filings may provide more detail on how tariff levels and demand for localized supply chains affect its capacity ramp and revenue streams.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE

SECURITIES EXCHANGE ACT OF 1934

For the month of March, 2026

001-41208

(Commission File Number)

NOVONIX LIMITED

(Translation of registrant’s name into English)

Level 38

71 Eagle Street

Brisbane, QLD 4000 Australia

(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20‑F or Form 40‑F.

Form 20-F ☒ Form 40-F ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐

EXHIBIT INDEX

Exhibit No.		Description
Exhibit 99.1		ASX Announcement (ITC Says Chinese AAM Doesn't Materially Impede US Industry) dated March 13, 2026

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NOVONIX LIMITED
By:		/s/ Robert Long
		Robert Long
		Chief Financial Officer

Date: March 13, 2026

EXHIBIT 99.1 ASX ANNOUNCEMENT (ASX: NVX)

ITC Says Chinese AAM Doesn’t Materially Impede US Industry

Chattanooga, TN (USA), 13 March 2026 - NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”), expressed disappointment today with the final determination of the U.S. International Trade Commission (“ITC”) that Chinese imports of anode active material (“AAM”) have not “materially retarded” the U.S. graphite industry.

Last month, the U.S. Department of Commerce determined that the AAM from China is being sold in the U.S. at less than fair value and that the Chinese government is providing countervailable subsidies to Chinese producers and exporters of AAM and determined that certain duties should be imposed. The implementation of those duties was contingent on an affirmative determination by the ITC, which the ITC decided today not to provide.

Notwithstanding this outcome, the previously imposed 25% tariff under Section 301 of the Trade Act of 1974 (Trade Act) remains in effect. Effective February 24, 2026, President Trump issued a proclamation under Section 122 of the Trade Act imposing a global import duty of 10% for up to 150 days, taking the total applicable tariff to 35% during this period.

“While the ITC’s final determination is not in favor of the domestic industry, NOVONIX remains firmly on track with its North American growth strategy,” said Mike O’Kronley, CEO of NOVONIX. “The Company continues to advance its synthetic graphite production and is supported by binding offtake agreements with Panasonic Energy and PowerCo, underpinning strong demand for our products. These agreements reinforce NOVONIX’s market position, secure revenue streams, and demonstrate the Company’s ability to execute on its long-term growth objectives.”

With the most advanced synthetic graphite production capability in North America, NOVONIX is strategically positioned to support customers seeking secure, domestically produced anode materials and helps U.S. battery manufacturers secure critical 45X production tax credits, which require the use of non-Chinese 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 from the U.S. International Trade Commission and the U.S. Department of Commerce.

1029 West 19th Street; Chattanooga, TN 37408; USA | novonixgroup.com

EXHIBIT 99.1 ASX ANNOUNCEMENT (ASX: NVX)

This announcement has been authorized for release by NOVONIX Chairman, Mr. Ron Edmonds.

About NOVONIX
NOVONIX is building a resilient North American battery materials supply chain to reduce risk and support U.S. energy independence. Headquartered in Chattanooga, Tennessee, the company produces high-performance synthetic graphite anode materials for lithium-ion batteries, serving energy storage, electric vehicles, and industrial markets. Through proprietary technologies and expanding manufacturing capacity, NOVONIX is scaling critical battery materials to meet growing global demand.

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

Cautionary Note Regarding Forward-Looking Statements This communication contains forward-looking statements about the Company and the industry in which it operates. 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 made regarding the creation and development of new technology, anticipated scaling and production capacity at its facilities, anticipated customer demand, our market position, revenue streams, and ability to execute on long-term objectives, our anticipated competitive position, the impacts of economic uncertainty, tariffs, duties, and other legislation on our timely achievement of targets and customer milestones, our ability to obtain or maintain and benefit from additional government funding and other support, our expectations of the impact of the antidumping and countervailing duty determinations, tariffs that may or may not be imposed on China and/or other countries, and efforts to help localize the battery supply chain for critical materials and play a leading role in the transition to cleaner energy solutions.

The Company has based such statements on current expectations and projections about future events and trends that it believes may affect its financial condition, results of operations, business

1029 West 19th Street; Chattanooga, TN 37408; USA | novonixgroup.com

EXHIBIT 99.1 ASX ANNOUNCEMENT (ASX: NVX)

strategy and financial needs. Such forward-looking statements involve and are subject to known and unknown risks, uncertainties and other factors which may cause 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 its furnace technology, ability to meet the technical specifications and demand of existing and future customers, the accuracy of estimates regarding market size, expenses, future revenue, capital requirements, needs and access for additional financing, the availability and impact and compliance with the applicable terms of government funding and other support, ability to obtain patent rights effective to protect its 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 its business and results are included in its 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 the Company’s Investor Relations website at www.novonixgroup.com or the SEC’s website at www.sec.gov.

Forward-looking statements are not guarantees of future performance or outcomes, and actual performance and outcomes may differ materially from those made in or suggested by the forward-looking statements contained in this communication. Accordingly, you should not place undue reliance on forward-looking statements. Any forward-looking statement in this communication is based only on information currently available to us and speaks only as of the date on which it is made. The Company undertakes no obligation to update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise, except as required by law.

1029 West 19th Street; Chattanooga, TN 37408; USA | novonixgroup.com

FAQ

What did the ITC decide about Chinese anode active material impacting NOVONIX (NVNXF)?

The U.S. International Trade Commission determined Chinese imports of anode active material have not materially retarded the U.S. graphite industry. This decision stops additional antidumping and countervailing duties that depended on an affirmative ITC finding from taking effect, despite earlier U.S. Department of Commerce determinations.

What tariffs currently apply to Chinese anode active material relevant to NOVONIX (NVNXF)?

A pre-existing 25% tariff under Section 301 remains in force on relevant imports. Effective February 24, 2026, President Trump also imposed a global 10% import duty for up to 150 days, temporarily taking the total applicable tariff rate to 35% during that period on covered products.

How does NOVONIX (NVNXF) describe its strategic position after the ITC decision?

NOVONIX states it remains firmly on track with its North American growth strategy. It emphasizes its advanced synthetic graphite production capabilities, focus on domestically produced anode materials, and role in helping U.S. battery manufacturers secure 45X production tax credits that require non‑Chinese inputs.

What customer agreements does NOVONIX (NVNXF) highlight in this 6-K update?

The company highlights binding offtake agreements with Panasonic Energy and PowerCo. NOVONIX says these agreements support demand for its synthetic graphite anode materials, reinforce its market position, and help secure revenue streams while it executes on long‑term growth and manufacturing expansion objectives in North America.

How does NOVONIX (NVNXF) link its operations to U.S. energy and supply chain goals?

NOVONIX describes itself as building a resilient North American battery materials supply chain. It focuses on high-performance synthetic graphite anode materials that support U.S. energy independence, supply chain resilience, and long-term manufacturing competitiveness for energy storage, electric vehicle, and industrial battery markets.

What risks and uncertainties does NOVONIX (NVNXF) cite in its forward-looking statements?

NOVONIX cites risks around scaling furnace technology, meeting customer technical specifications, market size and revenue estimates, access to financing, effectiveness of patent protection, and regulatory and economic developments. It also notes uncertainties related to tariffs, duties, government funding, and efforts to localize the battery materials supply chain.

Filing Exhibits & Attachments

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• EX-99.1 EX-99.1 30.0 KB