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.