Regulatory
Titan Mining Welcomes U.S. AD/CVD Determination Imposing At Least 160% Duties on Chinese Graphite Imports

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Executive Summary
- The U.S. Department of Commerce finalized aggregate antidumping and countervailing duties (AD/CVD) of at least ~160% on certain Chinese graphite imports.
- The duties, if affirmed by the ITC in March 2026, will remain in effect for a minimum five‑year period, further insulating the domestic market from subsidized Chinese supply.
- Titan Mining’s position as the sole U.S. end‑to‑end natural flake graphite producer is materially strengthened, supporting its plan to scale to a 40,000 tpa integrated operation that could satisfy ~50% of U.S. demand.
Key Details
- Duty Rate: Aggregate AD/CVD rates of at least ~160% on targeted Chinese graphite imports.
- Duration: Minimum five‑year term pending affirmation by the U.S. International Trade Commission (ITC) in March 2026.
- Market Impact: Duties are additive to existing U.S. import tariffs, markedly raising the landed cost of Chinese graphite and improving the economics for domestic producers.
- Titan’s Competitive Advantage: Reinforces Titan’s status as the only U.S. end‑to‑end natural flake graphite producer, enhancing its ability to capture market share.
- Planned Production Capacity: Titan is scaling its Kilbourne demonstration facility toward a 40,000 metric‑tonne per annum integrated mining and processing operation, targeting close to 50% of U.S. graphite demand.
- Strategic Rationale: Reduces U.S. reliance on imported natural graphite (currently 100% of domestic requirement) and mitigates supply‑chain vulnerabilities for defense, advanced manufacturing, energy storage, and industrial applications.
Notable Quotes
“The imposition of aggregate AD/CVD duties of at least 160% represents a structural shift in the U.S. graphite market. The magnitude of these duties materially alters the economics of Chinese graphite imports and reinforces the need for a secure, domestic natural graphite supply.” – Rita Adiani, President & CEO, Titan Mining Corporation
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Aug 12, 2026 · 06:00