The North American Graphite Alliance represents producers of battery-grade natural and artificial graphite.
NAGA led an industry effort to reinstate Section 301 tariffs on three graphite products from China that had been excluded since 2020. We commissioned a novel market report by Oxford Economics that presents startling evidence of China’s dominance of the graphite supply chain and demonstrates how tariffs can protect North America’s graphite producers.
In February 2024, the market report was submitted alongside an official letter to the United States Trade Representative arguing for reinstatement of the tariffs. Our efforts were successful: in a major victory for the domestic graphite industry, the tariffs were reinstated on June 15, 2024.
In December 2024, the U.S.-based producers in our coalition initiated an antidumping and countervailing duty (AD/CVD) trade case with the Department of Commerce and the International Trade Commission (ITC), alleging that China is dumping graphite active anode material (AAM) into the U.S. On January 31, 2025, the ITC issued a preliminary finding that China is preventing the establishment of a domestic graphite industry through its artificially cheap graphite exports, triggering a full investigation.
On May 19th, Commerce issued an affirmative preliminary determination in its CVD investigation – which is conducted to determine the extent China is subsidizing the production of AAM – and placed tariffs of 11.5% on AAM from China. Then, on July 17, Commerce issued an affirmative preliminary determination in the AD investigation, asserting that China is selling AAM in the United States at less than fair value, and implemented further tariffs of 93.5%. While the final determinations will not be issued until December 5, 2025, we believe these tariffs are an important first step in helping level the playing field for nascent domestic graphite producers against China.
NAGA has also submitted numerous public comments to federal agencies that have solicited information on graphite and critical minerals, as well as sent letters to leading government officials to advocate for policies to protect and bolster the domestic graphite industry. You can find those materials here.
Based in Washington, DC, NAGA advocates for the domestic graphite industry through:
Executive Branch Engagement
Congressional Engagement
Industry Leadership
NAGA advocates for several
policy goals,
including:
Members
Headquartered in Chicago, Illinois, Anovion offers 140 years of collective experience in synthetic graphite manufacturing through the combined expertise of Amsted Graphite Materials and Pyrotek’s battery materials division. Building off the successes of both companies, Anovion provides the U.S. with extensive leadership in synthetic graphite anode battery material innovation. Anovion recently announced its first large-scale production facility in Bainbridge Georgia, which will utilize $117 million of funds received under the BIL and create over 400 high quality jobs.
As North America’s only producer of natural graphite, Northern Graphite’s strategy is to leverage its position to become a vertically integrated mine-to-market company meeting the growing needs of the North American and European markets by producing graphite, supplying battery anode material and redefining carbon material solutions for industrial markets.
Nouveau Monde Graphite is an integrated company developing responsible mining and advanced manufacturing operations to supply the North American economy with carbon-neutral active anode material to power electric vehicles and renewable energy storage systems. Based in Québec, Canada, Nouveau Monde Graphite is focused on leveraging its world-class mineral assets and proprietary technology portfolio to develop what is projected to be North America’s first, largest, and fully integrated natural graphite production.
NOVONIX is a leading battery materials and technology company with operations in North America. The company manufactures industry-leading battery cell testing equipment in Canada and is rapidly growing its high-performance synthetic graphite anode material manufacturing operations in the United States. Through advanced R&D capabilities, proprietary technology, and strategic partnerships throughout the value chain, NOVONIX has gained a prominent position in the electric vehicle and energy storage system sectors.