U.S. Probes Graphite Subsidies from China and India
Published Date: 3/20/2026
Notice
Summary
The U.S. government is starting investigations into whether China and India are unfairly helping their companies sell large graphite electrodes in the U.S. This could lead to extra taxes on these imports to protect American businesses like Resonac Graphite America and Tokai Carbon GE. The investigation began on March 16, 2026, and could impact prices and trade soon.
Analyzed Economic Effects
3 provisions identified: 1 benefits, 1 costs, 1 mixed.
U.S. Opens CVD Investigations on Electrode Imports
Commerce began countervailing duty (CVD) investigations into large diameter graphite electrodes from the People’s Republic of China and India, applicable March 16, 2026. Commerce will decide whether imports benefit from countervailable subsidies and, unless postponed, will make preliminary determinations no later than 65 days after this initiation.
Commerce Will Examine Many Alleged Subsidy Programs
Commerce found there is sufficient information to initiate CVD investigations on 28 alleged programs for China and 30 alleged programs for India. The petitioners identified 28 companies in China and three companies in India, and Commerce intends to calculate company-specific subsidy rates and may select mandatory respondents using CBP import data.
Domestic Producers Filed and Represent U.S. Industry
The petitions were filed on February 24, 2026, by the LDGE Fair Trade Coalition on behalf of Resonac Graphite America Inc. and Tokai Carbon GE LLC. Commerce found those petitioners represent 100 percent of U.S. production of large diameter graphite electrodes and determined there is sufficient industry support to initiate the investigations.
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The U.S. is starting investigations into whether large graphite electrodes from China and India are being sold unfairly cheap in America. This could lead to extra taxes on these imports to protect U.S. companies like Resonac Graphite America and Tokai Carbon GE. The process kicked off in March 2026, so businesses should watch for updates that might affect prices and trade.
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