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Commerce issued an affirmative preliminary determination in the antidumping investigation of certain lithium-ion batteries for electric vehicles from China, calculating weighted-average dumping margins of 47.8% to 142.6%. CBP was instructed to collect cash deposits at the preliminary rates pending the final determination. The petition was filed September 2025 by the American Battery Materials Alliance, and Commerce applied adverse facts available to three mandatory respondents that declined to participate. Korean and Japanese battery producers are the expected beneficiaries as Chinese cells face effective market exclusion. A separate scope inquiry into Mexican and Moroccan transformation operations is anticipated by Q3 if circumvention evidence materializes.
The petition was filed September 2025 by the American Battery Materials Alliance citing a 38% surge in CY2024 Chinese cell imports at prices below U.S. cost of production. Commerce used adverse facts available for three mandatory respondents that declined to participate.
The preliminary margins are high enough to effectively exclude Chinese cells from the U.S. market, redirecting demand to Korean and Japanese producers and accelerating domestic-content qualification under IRA § 30D. Chinese circumvention through Mexican and Moroccan transformation operations is already under separate scope inquiry.