The Shifting U.S. Graphite Landscape
Graphite is now at the center of evolving U.S. trade policies, with new tariffs aimed at reducing dependence on Chinese imports and strengthening domestic supply chains. Three key measures are set to reshape the market:
10% tariff on all Chinese imports (Feb 4, 2025)
25% tariff on natural graphite (Jan 1, 2026)
Potential additional tariffs pending a U.S. investigation into alleged dumping practices by China.
These policies will have far-reaching effects, not just in the U.S. but globally, highlighting the urgency for a secure and independent graphite supply chain.
Regen received the 2024 Brownie Award in the Large Projects category
We’re beyond excited to receive the 2024 Brownie Award in the Large Projects category, celebrating Steve Charest's vision and hard work in turning the 65 Welland Canal site into a powerhouse of sustainability and economic growth.
China’s niche metals export ban lifts prospects for Canadian firms
Beijing also placed tighter controls on sales of graphite as part of the escalating trade feud. Canadian companies dabbling in these minerals include Teck Resources Ltd., Neo Performance Materials Inc. and Northern Graphite Corp. Other firms, including Nouveau Monde Graphite Inc., have projects in development to eventually produce such materials.
The Geopolitical Power of Graphite: China’s Latest Export Restrictions
China has taken another bold step in its trade war with the U.S., imposing immediate restrictions on the export of graphite-related items. The announcement, issued by China’s Ministry of Commerce on December 3, tightens end-user and end-use reviews for graphite exports, citing national security concerns.
This Week in Batteries: Tesla, Graphite, BYD, CALB, and More.
Top News
- Tesla Model Y sets records as Europe’s best-selling car for 2023 (Link)
- China’s natural graphite shipments plunged 91% in December from November after Beijing imposed controls (Link)
- BYD to stop making pouch batteries for its hybrid EVs on leakage concerns, converting lines to produce prismatic cells instead (Link)
Ontario developer finds massive cache of pure synthetic graphite at planned housing site
When developer King & Benton Holdings acquired the former Union Carbide synthetic graphite manufacturing facility in Welland, Ontario, the last thing management thought was that they were going to end up joining the battery metals space.
100-year-old graphite in Welland to power electric vehicles
The Union Carbide facility in Welland opened in 1907, more than 110 years later and the graphite made on that site could be on its way to power fleets of electric vehicles.