United states – final dumping determination

on softwood lumber from canada.

 

recourse to article 21.5 of the dsu by canada

 

 

 

ab-2006-3

                                                                                                                                                                                    

 

 

 

 

Report of the Appellate Body

 

 

 

Introduction.

     Canada appeals certain issues of law and legal interpretations developed in the Panel Report, United States – Final Dumping Determination on Softwood Lumber from Canada – Recourse to Article 21.5 of the DSU by Canada (the "Panel Report").  The Panel was established to consider a complaint by Canada regarding the consistency with the Agreement on Implementation of Article VI of the General Agreement on Tariffs and Trade 1994 (the "Anti-Dumping Agreement") of a measure taken by the United States to comply with the recommendations and rulings of the Dispute Settlement Body (the "DSB") in the US – Softwood Lumber V  proceedings.

     The original dispute concerned an anti-dumping investigation by the United States Department of Commerce (the "USDOC") that led to the imposition, in May 2002, of anti-dumping duties on imports of softwood lumber from Canada. Before the panel in  US – Softwood Lumber V  (the "original panel"), Canada claimed that, in imposing anti-dumping duties on imports of softwood lumber from Canada, the United States had acted inconsistently with several provisions of the Anti-Dumping Agreement, as well as with Articles VI:1 and VI:2 of the  General Agreement on Tariffs and Trade 1994  (the "GATT 1994").  The original panel found, inter alia, that the United States had acted inconsistently with Article 2.4.2 of the Anti-Dumping Agreement in determining the existence of margins of dumping on the basis of a methodology incorporating the practice of "zeroing".  In the light of its finding on Article 2.4.2, the original panel applied judicial economy and declined to rule on Canada's claims under Article 2.4 of the  Anti-Dumping Agreement  ("fair comparison") in respect of zeroing. The original panel's finding of inconsistency with Article 2.4.2 was upheld by the Appellate Body.

     The original panel and Appellate Body reports were adopted by the DSB on 31 August 2004. On 6 December 2004, Canada and the United States jointly informed the DSB, pursuant to Article 21.3(b) of the Understanding on Rules and Procedures Governing the Settlement of Disputes (the "DSU"), that they had mutually agreed that the reasonable period of time to implement the recommendations and rulings of the DSB would be seven and one-half months, that is, from 31 August 2004 to 15 April 2005.  The reasonable period of time was later extended to 2 May 2005 by agreement between the parties.

     On 2 May 2005, the USDOC issued a new final determination pursuant to Section 129 of the Uruguay Round Agreement Act (the "Section 129 Determination").  In the original determination, the USDOC had calculated the margins of dumping by comparing weighted-average normal value to the weighted average of export prices.  By contrast, in the Section 129 Determination, the USDOC established the margins of dumping on the basis of a comparison of normal value and export prices on a transaction-to-transaction basis. On 19 May 2005, the United States notified the DSB that, with the Section 129 Determination, it had implemented the DSB's recommendations and rulings. Canada, however, considered that the United States had failed to bring its measure into conformity with its obligations under the Anti-Dumping Agreement.  Canada therefore requested that the matter of compliance be referred to a panel pursuant to Article 21.5 of the DSU.  On 1 June 2005, the DSB referred the matter to the original panel. In the Article 21.5 proceedings, Canada claimed that the use of zeroing by the USDOC in the Section 129 Determination is inconsistent with the United States' obligations under Articles 2.4 and 2.4.2 of the Anti-Dumping Agreement.

     Canada, however, considered that the United States had failed to bring its measure into conformity with its obligations under the Anti-Dumping Agreement.  Canada therefore requested
that the matter of compliance be referred to a panel pursuant to Article 21.5 of the DSU.  On 1 June 2005, the DSB referred the matter to the original panel.  In the Article 21.5 proceedings, Canada claimed that the use of zeroing by the USDOC in the Section 129 Determination is inconsistent with the United States' obligations under Articles 2.4 and 2.4.2 of the Anti-Dumping Agreement.

     The Panel Report was circulated to the Members of the World Trade Organization (the "WTO") on 3 April 2006.  The Article 21.5 Panel (the "Panel") found that "the [US] DOC was entitled not to offset the non-dumped transactions against the dumped transactions when calculating the margin of dumping for each respondent foreign producer or exporter."  Consequently, the Panel rejected Canada's claim that "the [US] DOC's use of zeroing in the [transaction-to-transaction] comparison methodology at issue is inconsistent with Article 2.4.2 of the [Anti-Dumping] Agreement." In addition, the Panel rejected Canada's claim that "the United States has violated the fair comparison obligation provided for in the first sentence of Article 2.4 of the [Anti-Dumping] Agreement."

     The Panel concluded that:

... the determination of the [US]DOC in the section 129 proceeding investigation is not inconsistent with the asserted provisions of Articles 2.4 and 2.4.2 of the [Anti-Dumping] Agreement.

We therefore consider that the United States has implemented the recommendations and rulings of the DSB in US – Softwood Lumber V, to bring its measure into conformity with its obligations under the [Anti-Dumping] Agreement.

     Having found that the United States did not act inconsistently with its obligations under the Anti-Dumping Agreement, the Panel did not make any recommendation under Article 19.1 of the DSU. On 17 May 2006, Canada notified the DSB, pursuant to Article 16.4 of the DSU, of its intention to appeal certain issues of law and legal interpretations developed in the Panel Report, and filed a Notice of Appeal pursuant to Rule 20 of the  Working Procedures for Appellate Review (the  "Working Procedures").  On 24 May 2006, Canada filed an appellant's submission. On 12 June 2006, the United States filed an appellee's submission.  On the same day, the European Communities, Japan, New Zealand, and Thailand each filed a third participant's submission, and China and India each notified the Appellate Body Secretariat of its intention to appear at the oral hearing and make an oral statement.

Issues Raised in This Appeal.

     The following issues are raised in this appeal:

(a)               whether the Panel erred in finding that the use of zeroing when margins of dumping are established by comparing normal value and export prices on a transaction-to-transaction basis is not inconsistent with Article 2.4.2 of the  Anti-Dumping Agreement;  and

(b)               whether the Panel erred in finding that the use of zeroing when margins of dumping are established by comparing normal value and export prices on a transaction-to-transaction basis is not inconsistent with the requirement of "fair comparison" in Article 2.4 of the  Anti-Dumping Agreement.

Article 2.4.2 of the  Anti-Dumping Agreement ………..

     We do not agree with the conclusions that the United States and the Panel draw from the phrase "all comparable export transactions".  The Appellate Body has recognized that Article 2.4.2 allows investigating authorities to use "multiple averaging" under the weighted average-to-weighted average comparison methodology.  In the case of that methodology, transactions may be divided into groups, for instance, according to model or product type.  Because of this possibility, the phrase "all comparable export transactions" implies that two requirements must be met when investigating authorities make the comparison by grouping transactions and averaging them.  First, they must include in each group only those export transactions that are "comparable".  Secondly, they must include "all" comparable export transactions corresponding to that group, and none of these export transactions may be left out arbitrarily.  Such a scenario does not arise in the same way when comparisons are made under the transaction-to-transaction comparison methodology.  As transactions are not divided into groups under the transaction-to-transaction comparison methodology, the phrase "all comparable export transactions" is not pertinent to that methodology and, consequently, no inference may be drawn from the fact that this phrase does not appear in relation to the transaction-to-transaction methodology.  Accordingly, we disagree with the United States' and the Panel's view that the phrase "all comparable export transactions" would be deprived of effect and meaning if zeroing were prohibited under the transaction-to-transaction comparison methodology.

      In sum, the results of the transaction-specific comparisons cannot be considered "margins of dumping" within the meaning of Article 2.4.2.  The "margins of dumping" established under the transaction-to-transaction comparison methodology provided in Article 2.4.2 result from the aggregation of  the transaction-specific comparisons.  Article 2.4.2 does not permit an investigating authority, when aggregating the results of transaction-specific comparisons, to disregard transactions in which export price exceeds normal value.

     We disagree with the Panel's analysis of the "mathematical equivalence" argument for several reasons.  First, the United States acknowledges that it has never applied the methodology provided in the second sentence of Article 2.4.2, nor has it provided examples of how other WTO Members have applied this methodology.  Thus, the United States' argument on "mathematical equivalence" rests on a non-tested hypothesis.  Secondly, we note that the methodology in the second sentence of Article 2.4.2 is an exception.  Article 2.4.2 clearly provides that investigating authorities "shall normally" use one of the two methodologies set out in the first sentence of that provision.  Neither the participants, nor the third participants, disagree with this description of the relationship between the two sentences of Article 2.4.2.  Being an exception, the comparison methodology in the second sentence of Article 2.4.2 (weighted average-to-transaction) alone cannot determine the interpretation of the two methodologies provided in the first sentence, that is, transaction-to-transaction and weighted average-to-weighted average. 

     In sum, we find the concerns of the Panel and the United States over the third comparison methodology (weighted average-to-transaction) being rendered  inutile  by a prohibition of zeroing under the transaction-to-transaction methodology to be overstated.  It could be argued, on the contrary, that the use of zeroing under the two comparison methodologies set out in the first sentence of Article 2.4.2 would enable investigating authorities to capture pricing patterns constituting "targeted dumping", thus rendering the third methodology  inutile.

     Thus, our examination of the relevant context in the  Anti-Dumping Agreement  and the GATT 1994 does not support the United States' interpretation that the use of zeroing is permissible under the transaction-to-transaction comparison methodology in Article 2.4.2 of the Anti-Dumping Agreement.

Conclusion on Canada's Claim under Article 2.4.2 …………..

     On the basis of the above analysis, we conclude that zeroing is not permitted under the transaction-to-transaction methodology set out in the first sentence of that provision.  The "margins of dumping" established under this methodology are the results of the aggregation of the transaction-specific comparisons of export prices and normal value.  In aggregating these results, an investigating authority must consider the results of all of the comparisons and may not disregard the results of comparisons in which export prices are above normal value. 

     We have found that Article 2.4.2 does not admit an interpretation that would allow the use of zeroing under the transaction-to-transaction comparison methodology.  Therefore, the contrary view is not a permissible interpretation of Article 2.4.2 within the meaning of Article 17.6(ii) of the  Anti-Dumping Agreement.   

   For these reasons, we  reverse  the Panel's finding, in paragraph 5.66 of the Panel Report, that "the [US]DOC was entitled not to offset the non-dumped transactions against the dumped transactions when calculating the margin of dumping for each respondent foreign producer or exporter."  We reverse also the Panel's conclusion, in paragraph 6.1 of the Panel Report, that "the determination of the [US]DOC in the section 129 proceeding investigation is not inconsistent with ... Article[] 2.4.2 of the [Anti-Dumping] Agreement."  We  find, instead, that the use of zeroing by the USDOC in the Section 129 Determination is inconsistent with the United States' obligations under Article 2.4.2 of the  Anti-Dumping Agreement.

     We turn next to Canada's claim under Article 2.4 of the Anti-Dumping Agreement.  Before examining Article 2.4, we provide a brief summary of the Panel's findings and the arguments of the participants and the third participants.

     Article 2.4 of the Anti-Dumping Agreement  provides:

A fair comparison shall be made between the export price and the normal value.  This comparison shall be made at the same level of trade, normally at the ex‑factory level, and in respect of sales made at as nearly as possible the same time.  Due allowance shall be made in each case, on its merits, for differences which affect price comparability, including differences in conditions and terms of sale, taxation, levels of trade, quantities, physical characteristics, and any other differences which are also demonstrated to affect price comparability.  In the cases referred to in paragraph 3, allowances for costs, including duties and taxes, incurred between importation and resale, and for profits accruing, should also be made.  If in these cases price comparability has been affected, the authorities shall establish the normal value at a level of trade equivalent to the level of trade of the constructed export price, or shall make due allowance as warranted under this paragraph.  The authorities shall indicate to the parties in question what information is necessary to ensure a fair comparison and shall not impose an unreasonable burden of proof on those parties. (footnote omitted)

     We recall that Article 2.4.2 begins with the phrase "[s]ubject to the provisions governing fair comparison in paragraph 4".  Thus, the application of the comparison methodologies set out in Article 2.4.2 of the Anti-Dumping Agreement, including the transaction-to-transaction methodology applied in the investigation underlying this dispute, is expressly made subject to the "fair comparison" requirement set out in Article 2.4.

Findings and Conclusions.

     For the reasons set out in this Report, the Appellate Body:

(c)                reverses the Panel's finding, in paragraphs 5.66 and 6.1 of the Panel Report, that the USDOC's Section 129 Determination is not inconsistent with Article 2.4.2 of the  Anti-Dumping Agreement  and finds, instead, that the use of zeroing by the USDOC in the Section 129 Determination is inconsistent with the United States' obligations under Article 2.4.2 of the  Anti-Dumping Agreement;

(d)               reverses the Panel's finding, in paragraphs 5.78 and 6.1 of the Panel Report, that the USDOC's Section 129 Determination is not inconsistent with Article 2.4 of the  Anti-Dumping Agreement and finds, instead, that the use of zeroing in the Section 129 Determination is inconsistent with the "fair comparison" requirement in Article 2.4;  and

(e)               consequently, reverses the Panel's conclusion, in paragraph 6.2 of the Panel Report, that "the United States has implemented the recommendations and rulings of the DSB in  US – Softwood Lumber V, to bring its measure into conformity with its obligations under the [Anti-Dumping] Agreement". 

     The Appellate Body recommends that the Dispute Settlement Body request the United States to bring its measure into conformity with its obligations under the Anti-Dumping Agreement.