North America

New Tariff Explainer: Tariff Stack for Lithium-ion Batteries from China - December 2025 Imports of batteries and related components are subject to tariffs pursuant to different statutory authorities.

IMPORTED CHINA LITHIUMION BATTERY CELL TARIFF STACKS

The graphs show tariffs impacting EV and ESS battery supply chains prior to January 1, 2026. It is worth noting that certain tariffs included in these tariff stacks fluctuated over the course of 2025

25% Section 232 tariff on imports of automobiles & automobile parts 10% IEEPA “fentanylˮ tariff on imports from Mexico, Canada, and China China Section 301 tariffs 25% for EV batteries; 7.5% for ESS batteries) 3.4% Most Favored Nation MFN) tariff Anti-Dumping / Countervailing AD/CVD Duties on Active Anode Material AAM) imported from China Preliminary 93.5% and 11.58% rates on the value of AAM within a battery only for country-wide AD and CVD rates, respectively, with higher rates for AAM from certain companies. The U.S. Department of Commerce is expected to issue final rates in 2026.

Source: Solar Energy Industries Association analysis

Extracted from the PDF; charts and images may read imperfectly.