COMMENTARY_ A Trumpian win versus China on EV batteries

THE WASHINGTON TIMES 

A Trumpian win versus China on EV batteries 

Commerce, ITC deserve a hat tip for new anti-dumping duties 


China dumping electric vehicle battery material on the United States of America illustration by Linas Garsys / The Washington Times more > 

COMMENTARY 

By Peter Navarro - Thursday, July 24, 2025 

OPINION: 


On July 17, the Commerce Department significantly enhanced American economic and national security by imposing preliminary anti-dumping duties of up to 93.5% on Chinese imports of active anode material: high-purity graphite essential for lithium-ion batteries. 

This action directly addresses China’s unfair dumping and mercantilist government subsidies, both of which have severely undermined America’s emerging battery industry. 

Active anode material (AAM) is the lifeblood of modern lithium-ion batteries that power everything from smartphones and laptops to electric vehicles, drones, medical devices, military communication equipment and grid-scale energy storage systems. Without high-quality graphite anodes, these batteries simply can’t function effectively. 

Recognizing graphite’s strategic importance, China has leveraged its well-worn state-driven approach — combining aggressive pricing, government subsidies and targeted market dominance — to effectively corner the AAM market and control global production. Last year alone, America had to import over $300 million of active anode material from China — enough to help power half a million electric vehicles. 

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READ MORE: https://www.washingtontimes.com/news/2025/jul/24/trumpian-win-versus-china-ev-batteries/ 

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