An electric Cadillac Lyriq at a General Motors facility in Spring Hill, Tenn. About 70 percent of electric Cadillac Optiq and Lyriq buyers are switching from other luxury brands.
The Commerce Department plans to impose a 93.5 percent levy on Chinese graphite, an essential ingredient in the batteries that power electric vehicles.
Airlines and governments around the world have tightened restrictions on the devices after a series of accidents. The ban in China has caught some travelers off guard.
Ford Motor said it would open a new plant in Michigan that could become ineligible for federal incentives under a policy bill championed by President Trump and passed by the House.