Battery Materials Review’s Post

North American Graphite Miners Push for Tariffs to Combat China’s Dominance North American graphite miners are urging the US government to impose a 25% tariff on three graphite products sourced from China, aiming to challenge Beijing’s monopoly on a crucial material essential for automobile batteries. If successful, this initiative would escalate tensions between the miners and their primary customers – the original equipment manufacturers (OEMs) – and exacerbate exist... Read more on the link below https://lnkd.in/gPAG2rs7

Beginning in 2026, the U.S. will raise tariffs on natural flake graphite imports from China. Presently, the U.S. has no domestic graphite production and imports 100% of its needs. The U.S. is calculating it will have onshored production by the time the tariffs kick in. On average, the U.S. paid $2,222.00 per ton of natural flake graphite in 2023. Graphite imported from China averaged $3,886.00 per ton, by far the most expensive. However, future U.S. producers will have to show they can deliver graphite at competitive prices which is far from certain. https://lnkd.in/gTZezSSa

I appreciated the opportunity to share my thoughts with Melissa Angell of Inc. Magazine on the impact of today's tariff hike on Chinese goods, and in particular the tariffs' potential impact on small businesses. The White House announced it is increasing tariffs on a variety of climate-related technology and inputs including EVs, EV batteries, and critical minerals under Section 301. This comes as the U.S. Trade Representative finalized its required report on the impact of these tariffs over the past several years--and crucially, it's keeping the rest of the tariffs in place. #CriticalMinerals #Mining #Sustainability #ClimateAction

US graphite producers want a whopping 920% tariff applied to imports of the mineral from China. That would hurt Tesla & other EV/battery makers who have lobbied against tariffs on Chinese graphite. Via Bloomberg News and the North American Graphite Alliance.

Hi Folks, We've been waiting for this announcement and here it is, hot off the press so to speak. Everyone will be unpacking this further in the coming days (and beyond) but a few high level thoughts to get us started: The stationary ESS tariffs (25% on LIBs, minerals, and graphite respectively) seem punitive and fast-acting without a corresponding benefit. Clients like ours are already placing orders for 2026 equipment (so the delayed start to the LIB tariff is pretty meaningless unless construction timelines can be accelerated). On the other hand, increasing the cost of precursor materials for domestic battery manufacturers (who may be making batteries with Chinese mineral inputs) just puts them at a further cost disadvantage vs. Chinese made integrated LFP systems. Increasing the mineral inputs to a battery cell is not *quite* 1:1 with raising the total production cost but it's likely some 80c on the dollar. To (potentially) drive change, the tariff on assembled LIBs would have to be sufficiently higher than the cost of input materials to allow domestic factories to still buy what they need and produce a finished BESS at a more competitive price. But that's not what's happening. In fact, for someone buying a BESS for 2025 delivery, domestic suppliers are now at a double disadvantage because they are paying more for minerals THIS year before the tariffs on competing Chinese BESS take effect. This is obviously a "hot take" based on early information but it continues to be frustrating to see the Biden administration take one step forward and two steps backwards when a different approach could support both the burgeoning US supply chain AND allow the development and construction side of the industry reasonable certainty for investment. More to come, folks. Stay tuned. https://lnkd.in/ecA5Qvsq

The U.S. will impose 25% tariffs on natural flake graphite imported from China starting in 2026. Presently, the U.S. has no domestic graphite industry, importing all of its graphite needs. In 2023, the U.S. imported 40% of its natural graphite from China, paying $3,886.00 per ton. The tariff will raise the average cost to $4,857.00 per ton. However, U.S. producers will have to show that they can deliver a product at competitive prices which is far from certain. https://lnkd.in/g7jzkQpP

MetalMiner: Trump’s Return: Will Tariffs and Green Tech Define the Future of #HRCPrices? Big changes seem to be coming for the steel industry in Europe and the U.S. The European Commission, the executive arm of the EU, recently put forth a masterplan for a new industrial strategy in the 27-member bloc. Mainly the work of former Italian Prime Minister Mario Draghi, who now serves as special adviser to EC President Ursula von der Leyen, the plan hopes to boost HRC demand. The report, released on September 9, stipulates €800 billion ($840 billion) in investments over the next five years. Part of this will include infrastructure upgrades as well as conversion to green technology. If passed, implementation would start in 2025. Plan your #steel purchases accordingly with the latest macroeconomic news and steel industry insights. Sign up for MetalMiner’s Weekly Newsletter. #HRC Prices Continue to Fluctuate Hot rolled coil’s applications are mainly in the construction sector. However, the flat rolled product also has use as feedstock for the production of welded pipes as well as the cold rolled coil downstream product, which subsequently has applications in construction and autobody. That downstream product carries a premium that averages €100 ($105) per metric ton over HRC. Rising input costs are also helping to boost prices as the website Trading Economics showed that benchmark 62% Fe #ironore was $101.95 per metric ton CFR Chinese ports on November 21. Continue reading: https://lnkd.in/g4hSXTUi

US graphite producers are seeking tariffs of up to 920% on Chinese graphite imports, aiming to curb state-subsidised competition. As a future Australian graphite supplier, IG6 is positioned to benefit from this potential market shift, with global manufacturers increasingly looking for secure, non-China-based sources. Why It Matters: 🔋Cost Impact: Graphite accounts for 10% of EV battery costs. A 900% price hike could double battery prices. 🔋Supply Chain Shift: The US currently imports most graphite from China, making new suppliers essential. With growing EV demand, stable and sustainable graphite supplies are more critical than ever. #IG6 #Graphite #EVBatteries #SupplyChain #USChinaTrade #CriticalMinerals #InternationalGraphite

President #Biden is imposing higher tariffs on $18 billion worth of Chinese imports covering a wide range of products including #EVs, #batteries, semiconductors, steel, aluminum, critical minerals, #solar cells, cranes, and medical supplies. The tariff hikes, set to take effect in around 90 days, aim to counter #China's non-market practices, excessive subsidies, and potential overcapacity in these key industrial sectors. Tariffs on some products like EVs and semiconductors could triple or even quadruple, while new 25-50% duties will be applied to items previously imported duty-free such as certain minerals. The move signals heightened trade tensions with China over its economic and industrial policies.

BREAKING: US graphite producers are pushing for tariffs of up to 920% on Chinese imports. With China controlling 92% of battery-grade graphite, this move could reshape the EV battery industry and accelerate domestic production efforts. https://lnkd.in/e2mbjg6f