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

South China Morning Post
South China Morning Post
by Mia Nurmamat
Aug 31, 2026 · 7:00 PM
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US export controls on tungsten, battery ‘black mass’ seen pressuring Chinese recyclers
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 acceler…
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