Trump admin blocks tungsten, battery waste exports to boost US minerals supply

• The export ban takes effect August 27, 2026 for one year, with waivers available only for cases demonstrating 'undue hardship' or 'irreparable harm'
• The U.S. currently exports nearly 33,000 metric tons of electronic waste and scrap monthly, much containing recyclable critical minerals
• Domestic recycling capacity remains insufficient, with several major recyclers including Li-Cycle and Ascend Elements filing for bankruptcy in the past 18 months

Summary

The U.S. Commerce Department announced Thursday it will block exports of tungsten scrap and battery waste, effective August 27 for one year, as part of efforts to strengthen domestic critical mineral recycling and reduce dependence on China.

Key Details:

The export ban covers "black mass" (shredded lithium-ion batteries) and tungsten-containing scrap. Tungsten is critical for hardening steel and defense applications. The order follows President Trump's recent directive authorizing federal officials to restrict scrap exports containing valuable critical minerals.

The U.S. currently exports nearly 33,000 metric tons monthly of electronic waste and other scrap, much containing recyclable critical minerals, according to Basel Action Network data. Waivers may be granted case-by-case for companies demonstrating "undue hardship" or "irreparable harm."

Market Implications:

This move reflects Washington's broader strategy to rebuild domestic supply chains for materials used in EV batteries and weapons systems amid escalating tensions with Beijing over mineral access. China currently dominates global critical mineral processing.

However, the U.S. lacks sufficient recycling capacity to process all domestically-produced scrap. Several recyclers, including Li-Cycle and Ascend Elements, filed for bankruptcy in the past 18 months, highlighting industry challenges.

Industry Response:

Amermin, a private tungsten recycler, called the ban "a band-aid," emphasizing the need for expanded domestic infrastructure. CEO Ryan McAdams noted the company received Energy Department approval for funding but hasn't received funds yet, delaying their commercial facility opening by at least six months.

The policy represents another tool alongside export controls, tariffs, and domestic incentives to reduce Chinese mineral dependence.