Active Anode Material from China; Determinations
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The U.S. International Trade Commission (USITC) concluded investigations into subsidized and less-than-fair-value (LTFV) imports of active anode material from China, used in batteries and classified under HTSUS subheadings 2504.10.10, 2504.10.50, 3801.10.50, and 3801.90.00. On March 31, 2026, the Commission determined that these imports do not materially retard the establishment of a U.S. industry, despite Commerce's findings of subsidies and dumping. This negative determination means no antidumping or countervailing duties will be imposed to protect U.S. producers. The investigations, Investigation Nos. 701-TA-752 (countervailing duties) and 731-TA-1730 (antidumping), were initiated on December 18, 2024, following petitions from U.S. producers including Anovion Technologies (New York), Syrah Technologies (Louisiana), NOVONIX (Tennessee), Epsilon Advanced Materials (North Carolina), and SKI US (Georgia). A public hearing occurred on February 12, 2026, after scheduling notices in the Federal Register on August 13, 2025, and December 11, 2025 (due to appropriations lapse). Commissioner Jason E. Kearns dissented. Full views are in USITC Publication 5719 (March 2026). This outcome allows continued imports without trade remedies, benefiting importers but disappointing petitioners seeking protection for the domestic anode material industry critical to EV batteries.
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Key Changes
- No material retardation of U.S. industry establishment by Chinese imports, per USITC determination on March 31, 2026
- No antidumping duties imposed under Investigation 731-TA-1730 (Final)
- No countervailing duties imposed under Investigation 701-TA-752 (Final)
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