The American International Trade Commission (ITC) announced this final decision in an anti-dumping and countervailing duty (AD/CVD) investigation involving battery components – U.S. anode material producers are not harmed by Chinese imports.
The ITC’s negative determination negates the ability of the Department of Commerce and Customs and Border Protection to impose tariffs on active anode material (AAM) from China.
The AD/CVD study was requested in December 2024 by American Active Anode Material Producers (AAAMP), a group of start-up companies seeking to initiate domestic production of AAM, a necessary component of lithium batteries used in the energy storage and EV markets. AAMP claimed that Chinese dominance in AAM production has prevented the domestic market from establishing competitive operations. The ITC initially found affirmatively in January 2025 that importing active anode material from China was harmful to U.S. industry, but the commission has now changed its mind.
Of the three-member committee, two voted negative and one voted affirmative. Commerce will not issue an order for anti-dumping or countervailing duties on imports of AAM from China.
