US Graphite Producers Win Preliminary ITC Trade Case Ruling

Core Viewpoint - NOVONIX Limited supports the ITC's preliminary determination that China has suppressed the U.S. graphite industry by exporting graphite at artificially low prices, which threatens fair competition and U.S. energy security [1][2]. Industry Impact - The ITC's ruling is seen as a significant step towards creating a fair competitive environment for U.S. critical minerals producers, potentially leading to import tariffs on unfairly priced Chinese graphite [2][3]. - China currently holds over 95% market share for battery-grade graphite, highlighting the dominance of Chinese producers in this sector [3]. Company Developments - NOVONIX's Riverside facility in Chattanooga, Tennessee, is set to become the first large-scale production site for high-performance synthetic graphite in North America, with commercial production expected to start in early 2026 and a target output of 20,000 tonnes per annum [4]. - The company is part of the American Active Anode Material Producers (AAAMP), which filed the case with the ITC, representing a coalition of North American graphite producers [5]. Technological Advancements - NOVONIX is recognized for its innovative and sustainable technologies in the lithium-ion battery industry, including a patented all-dry, zero-waste cathode synthesis process [6].