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New Tariff Explainer: Tariff Stack for Lithium-ion Batteries from China - January 1, 2026 Major changes between 2025 and 2026 tariff stacks include the following: 1. China Section 301 tariff increase for ESS batteries from 7.5% to 25% (to match EV battery tariff rate, which remains at 25%)
IMPORTED CHINA LITHIUM-ION BATTERY CELL - TARIFF STACKS
(Not shown in graph): 2. 25% China Section 301 tariff on natural graphite (up from 0% in 2025) 3. 25% China Section 301 tariff on permanent magnets (used in EVs) (up from 0% in 2025) As stated in the previous slide, the U.S. Department of Commerce is also expected to issue final AD and CVD rates for AAM imported from China in 2026.
Source: Solar Energy Industries Association analysis
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