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Commerce issued the final affirmative antidumping determination on Chinese lithium-ion EV batteries, revising the weighted-average dumping margin upward to 58.3%-168.2% after adopting petitioners' proposed adjustment for Chinese provincial electricity subsidies and applying adverse facts available to an additional respondent for incomplete cost reporting. ITC final injury is scheduled for April 24, with an AD order to follow in early May absent a negative vote. At these rates Chinese cells are effectively excluded from the U.S. market; because the IRA § 30D Foreign Entity of Concern rule already blocks most Chinese-cell vehicles from consumer credit eligibility, the order's incremental effect concentrates on commercial and utility-scale storage procurement.
Final margins rose because Commerce adopted petitioners' proposed adjustment for Chinese provincial electricity subsidies and applied adverse facts available to an additional respondent for incomplete cost reporting.
At 58-168%, Chinese cells are effectively priced out of the U.S. market absent Section 321 de minimis or USMCA circumvention. The IRA § 30D Foreign Entity of Concern rule already blocked most Chinese-cell vehicles from consumer credit eligibility, so the AD order's primary incremental effect is on commercial and utility-scale storage.