Sovereign Metals Limited announced today, July 28, 2025, that new U.S. Commerce Department anti-dumping duties on Chinese graphite imports are fundamentally altering global graphite supply chain dynamics. The preliminary duties of 93.5%, combined with existing tariffs, create an effective 160% barrier on Chinese graphite. This development significantly enhances the strategic positioning of Sovereign Metals' Kasiya Rutile-Graphite Project in Malawi, which is touted as potentially the world's largest and lowest-cost non-Chinese graphite producer. With China currently controlling approximately 75% of global graphite production and 97% of anode material processing, the new tariffs highlight critical supply chain vulnerabilities. Battery manufacturers are now actively seeking alternative, secure, and cost-competitive graphite sources, making projects like Kasiya crucial for diversification. Sovereign Metals has already distributed samples of Kasiya fine flake graphite concentrate to leading anode producers for qualification.