US export controls on tungsten, battery ‘black mass’ seen pressuring Chinese recyclers

INTELLIGENCE SUMMARY

With Washington moving to ensure that tungsten scrap and lithium-ion battery “black mass” stay in the United States, analysts warn that the new restrictions will deprive Chinese refiners of a source of lower-cost feedstock and prompt Beijing to seek alternative supplies. China could also accelerate domestic recycling and use its own export controls on rare earths and magnets as leverage, they said. The administration of US President Donald Trump on Thursday barred exports of tungsten scrap and..