Insight
Discharging China from US battery anodes
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
New anti-dumping duties and tax credit restrictions are reshaping the US battery anode market. With China controlling global graphite production, punitive tariffs now make domestic projects economically viable while Advanced Manufacturing Production Credits incentivize supply chain diversification. However, funding gaps and construction timelines create a narrow window for capturing policy benefits. This analysis examines investment opportunities, regulatory risks, and the race to build FEoC-compliant capacity before credits sunset.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
US Butane exports: A study of countries with rising demand
Export volumes set a new quarterly record high of 465 kb/d in the first quarter and a new monthly record of 515 kb/d in April 2023.
$1,050
Insight
Tokyo Metals and Mining Briefing 2025
Ferrous market outlook, energy transition, and trade dynamics—key insights from Wood Mackenzie’s Metals and Mining Tokyo briefing.
$1,050
Insight
Wood Mackenzie 2025 Webinar - Bulks in Flux: from Coal to Green Steel
Navigating global bulk commodity market opportunities and challenges
$1,050
