Wire · regulatory
US black mass export restrictions could bolster domestic refiners
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Fusion42 · 29 August 2026 · Fusion42 review
The U.S. government has imposed export restrictions on black mass and tungsten scrap to secure the domestic supply of critical minerals through the Defense Production Act, requiring exporters to prioritise sales within the U.S. unless a special license is granted.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
You must rethink supply chains as U.S. export limits push black mass sales toward domestic refiners. This opens new opportunities in U.S. battery material processing but squeezes export-dependent businesses.
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1 source · 7 Aug 2026
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