Natural Graphite is explicitly excluded from Trumps Reciprocal Tariffs. Here are a couple of links to the executive order and a link to Annex 2 which is the exclusions list, thankfully Natural Graphite is right at the top, to save you reading a really long list of minerals.
Exclusions List
https://www.whitehouse.gov/wp-content/uploads/2025/04/Annex-II.pdf
Executive Order Text
https://www.whitehouse.gov/presidential-actions/2025/04/regulating-imports-with-a-reciprocal-tariff-to-rectify-trade-practices-that-contribute-to-large-and-persistent-annual-united-states-goods-trade-deficits
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