还没记住教训？特朗普开辟新战场，美国对华再加93.5%，事情不简单

Core Viewpoint - The U.S. Department of Commerce has decided to impose a 93.5% anti-dumping tax on imported anode-grade graphite from China, leading to a total effective tariff of 160%, significantly impacting the electric vehicle industry and related supply chains [1][3][4]. Group 1: Impact on Electric Vehicle Industry - The new tariff will affect approximately $340 million worth of imports based on 2023 figures, with two-thirds of the 180,000 tons of graphite imported by the U.S. last year coming from China [3][4]. - The increase in costs due to the tariffs is projected to raise the average cost of automotive power batteries by $7 per kilowatt-hour, potentially eroding one to two quarters of profit for battery manufacturers [3][4]. - Major companies like Tesla and Panasonic have opposed the tariffs, highlighting that the domestic graphite industry cannot meet current demand, which could lead to battery prices increasing by $1,000 or more [4][6]. Group 2: Domestic Industry Challenges - The U.S. lacks sufficient domestic natural graphite reserves and the existing production cannot meet the needs of American companies, making it difficult to fill the supply gap created by the tariffs [6][9]. - Despite calls from the U.S. Active Anode Materials Producers Association for punitive tariffs as high as 920%, the fundamental issues of domestic industry development remain unaddressed [6][9]. Group 3: Global Supply Chain Implications - The imposition of tariffs is expected to disrupt the stability of the global graphite supply chain, as the U.S. relies heavily on Chinese graphite products [9]. - The attempt to reshape supply chains and reduce dependency on China is unlikely to succeed in the short term and may adversely affect the U.S.'s position in the global supply chain [9]. - The situation reflects broader economic interests and political considerations, with potential retaliatory measures from China if its interests are significantly harmed [7][9].