Five-Year 160% Duties on Chinese Graphite Boost Titan Mining’s U.S. Production
The US Department of Commerce imposed at least 160% antidumping and countervailing duties on Chinese graphite imports for five years, boosting Titan Mining’s position as the US natural flake graphite producer. Titan will expand its St. Lawrence County facility to 40,000 tonnes annually to supply half of US graphite demand.
1. Commerce Finalizes 160% AD/CVD Duties
The US Department of Commerce issued final aggregate antidumping and countervailing duties of at least 160% on specified Chinese graphite imports, with a minimum term of five years if affirmed by the International Trade Commission in March 2026. These duties are separate from existing import tariffs and target dumped and subsidized Chinese natural flake graphite.
2. Titan’s Strategic Market Advantage
Titan Mining, as the only US natural flake graphite producer, stands to gain from reduced Chinese competition and improved pricing. The new duty structure materially alters economic incentives and reinforces the need for a secure domestic graphite supply across defense, advanced manufacturing and energy storage sectors.
3. Facility Expansion Plans
Titan is advancing its Kilbourne demonstration facility in St. Lawrence County, New York, which is already producing natural flake graphite concentrate. The company plans to scale this site into a 40,000 metric tonne per annum integrated mining and processing operation designed to meet roughly 50% of US demand.
4. Timeline and Industry Impact
The US International Trade Commission is expected to confirm the duties in March 2026, locking in the five-year term. While downstream users may face higher graphite costs, the ruling offers a more secure domestic supply chain for critical minerals used in industrial and defense applications.