Argus Media
Argus Media
Argus Media
Metal Movers: Critical minerals scrap - the new resource nationalism?
21 minutes Posted Aug 19, 2026 at 12:20 pm.
0:00
21:51
Download MP3
Show notes
Overview
In this episode, Argus examines new US export controls on tungsten scrap and battery black mass, introduced as part of a broader effort to secure domestic critical mineral supply chains. Our experts discuss the immediate market impact, the implications for recyclers and processors, and whether similar measures could spread to other metals and regions.
Covered in this episode
What the new US restrictions on tungsten scrap and battery black mass mean for exporters, recyclers and consumers
How the measures are affecting prices, trade flows and domestic processing capacity in the US
Why tungsten and battery materials are increasingly being treated as strategic resources
Whether similar export controls could be extended to other critical minerals and non-ferrous scrap streams
How the European Union is approaching scrap retention and critical raw material security
The long-term implications for recyclers, global trade and vertical integration across metals supply chains
Speakers
Ronan Murphy, Editor, Argus Non-Ferrous Markets
Reagan Patrowicz, Reporter, Critical Minerals Markets
Cristina Belda, Associate Editor, Battery Materials
Zach Schumacher, Editor, Argus Scrap Markets