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
Value-in-use iron ore costs Q2 2026
Q2 2026 iron ore value-in-use adjusted costs are up 5.0% compared to last quarter, and margins are below 40% in Q2 2026.
$5,000
Insight
US EV slowdown – A deep dive into what’s influencing our revised Q1 electrification forecast
Raised EMI premiums, worsening BEV margins and sinking model availability indicate that the US is headed for an EV winter this decade
$1,050
Commodity Market Report
Macro Oils short-term outlook: September 2021
Covid surges, OPEC+ meets and demand continues to recover
$2,000
