US says China not undercutting domestic battery anode makers

<p class="p1"><span class="s1">The US International Trade Commission (ITC) has blocked the imposition of anti-dumping and countervailing duties on Chinese active anode material (AAM), providing a massive sigh of relief for the domestic battery storage sector.</span></p><p><strong>From <a href="https://www.ess-news.com/2026/03/17/us-says-china-is-not-pricing-out-american-battery-anode-makers-confirms-no-ad-cvd-tariffs/" rel="noopener" target="_blank">ESS News</a></strong></p>
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<p id="p-rc_147f9a169f6fa087-33">In a vote held on March 12, the US International Trade Commission (ITC) ruled against the implementation of tariffs on graphite anode imports from China. The decision effectively kills the anti-dumping and countervailing duty (AD/CVD) orders that would have seen combined duty rates surge as high as 169.5% for most Chinese exporters.</p>
<p>The vote was 2-1, with the official release stating that “Chair Amy A. Karpel and Commissioner David S. Johanson voted in the negative. Commissioner Jason E. Kearns voted in the affirmative.”</p>
<p id="p-rc_147f9a169f6fa087-34">The ruling provides a positive economic outlook for the U.S. battery energy storage system (BESS) industry, which had been bracing for a potential period of price volatility. According to an <a href="https://www.ess-news.com/2025/02/03/a-920-tariff-on-anode-materials-from-china-would-throw-the-economics-of-u-s-storage-out-of-whack/">analysis of AAMs in the US</a> previously published by <strong>ESS News</strong>, the initial petition seeking duties as high as 920% represented a “crazy level” that would have destabilized the sector and many others.</p>
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