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US export controls on tungsten, battery ‘black mass’ seen pressuring Chinese recyclers
HK🏛️ PoliticsConservative5 hr. ago

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

The U.S. has implemented export controls restricting the export of tungsten scrap and lithium-ion battery 'black mass' to keep these materials within the country. Analysts suggest this move will limit access to cheaper feedstock for Chinese recyclers and potentially push China to find alternative supply sources or boost domestic recycling efforts. The U.S. action follows China's imposition of export controls on tungsten products earlier in 2025, highlighting ongoing tensions over strategic resource control. Tungsten is critical for technologies like semiconductors, AI chips, and aerospace equipment due to its unique properties.

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South China Morning Post logoSouth China Morning PostIndependentConservative5 hr. ago
US export controls on tungsten, battery ‘black mass’ seen pressuring Chinese recyclers

The U.S. has implemented export controls restricting the export of tungsten scrap and lithium-ion battery 'black mass' to keep these materials within the country. Analysts suggest this move will limit access to cheaper feedstock for Chinese recyclers and potentially push China to find alternative supply sources or boost domestic recycling efforts. The U.S. action follows China's imposition of export controls on tungsten products earlier in 2025, highlighting ongoing tensions over strategic resource control. Tungsten is critical for technologies like semiconductors, AI chips, and aerospace equipment due to its unique properties.

Bias read (Conservative): The article frames the U.S. actions as a strategic effort to secure resources, implying a nationalistic approach. It emphasizes the potential negative impact on Chinese recyclers and suggests China may respond by increasing domestic recycling and using export controls as leverage. This framing align

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