I've finally managed to find time to do some digging on what the expiry of tariff exemptions in the USA actually mean. The reporting on it has been limited and vague. My read of this is that from 14th June the 25% tariff on artificial graphite will be reinstated. Sounds like good news to me!
I've had a read through the USTR Federal Register notice, warning its a tough read! Found here: https://ustr.gov/about-us/policy-offices/press-office/press-releases/2024/may/ustr-extends-certain-exclusions-china-section-301-tariffs
Here are the highlights:
Summary Section (Page 4)
Annex D (page 28)
General Discussions, page-30103
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