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US black mass export restrictions could bolster domestic refiners

Published

7 August 2026

Topic

regulatory

Sectors

Clean Energy

Geography

United States

Source

Read at source.benchmarkminerals.com

Verified

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.

Coverage

1 source · 7 Aug 2026

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Topics

Clean Energyblack-massexport-restrictionscritical-mineralsus-policydomestic-refining