Insight
Discharging China from US battery anodes
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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.
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