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US export controls on tungsten, battery 'black mass' seen pressuring Chinese recyclers
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Fusion42 · 31 August 2026 · Fusion42 review
The US has imposed export controls on tungsten scrap and lithium-ion battery black mass to secure its strategic resource supply, cutting off cheaper feedstock to Chinese recyclers and prompting China to accelerate domestic recycling and consider export controls on rare earths and magnets.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
You face a tightening US chokehold on tungsten and battery recycling materials that cuts your access to cheap Chinese feedstock. Start securing alternative supply lines or investing in domestic processing to avoid supply risks.
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1 source · 31 Aug 2026
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