Insight
Biden announces more changes to US graphite tariffs
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Biden administration has announced that it is reinstating a 25% tariff on synthetic graphite imports from China, a move that has swiftly followed the announcement of tariffs on natural graphite. This more recent announcement will be in effect from 14 June, 2024, whereas the latter will be effective from 2026, reflecting the already established diversity of the synthetic graphite supply chain. The impact of this ruling will be felt more keenly than the previous announcement, given the US' relative consumption of the two graphite product families.
Table of contents
- The facts
- Our view
Tables and charts
This report includes the following images and tables:
- The US has become increasingly reliant on China for synthetic graphite
What's included
This report contains:
Other reports you may be interested in
Insight
Breaking down the surge in US LNG capital costs and impact of tariffs
Tariffs could raise US LNG construction costs by 5%, compounding inflation and squeezing project returns across pre-FID developments
$1,050
Insight
Q2 2025 North America LNG Projects Update
Woodside Louisiana LNG’s sanction is the first in the US in nearly two years.
$1,050
Insight
US upstream week in brief: Q2 2025 archive
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350
