The U.S. Department of Commerce has issued final determinations to impose duties of at least 160% on battery-grade anode active materials $(AAM)$ imported from China, pending a final decision by the U.S. International Trade Commission in March 2026. These tariffs, which will apply broadly to synthetic and natural graphite products used in lithium-ion batteries, are in addition to previously imposed tariffs of 25% under Section 301 and 20% under the International Emergency Economic Powers Act, the latter of which is under review by the U.S. Supreme Court. The new duties are intended to address trade distortions and bolster U.S. domestic production of critical battery materials, potentially enhancing Novonix Ltd.’s competitive position as a North American producer of synthetic graphite. The tariffs will remain in effect unless revoked and are subject to review every five years.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Novonix Ltd. published the original content used to generate this news brief on February 12, 2026, and is solely responsible for the information contained therein.