Theme

Battery materials & recycling

Domestic battery-materials supply — cathode/anode production and closed-loop recycling that recovers lithium, nickel, and cobalt from end-of-life cells.

Battery demand is colliding with a critical-minerals supply chain concentrated outside the West. Recycling closes the loop — recovering lithium, nickel, and cobalt from spent cells and scrap — while domestic materials processors aim to break the reliance on Chinese refining. Policy (IRA content rules, allied supply mandates) underwrites the demand; execution and feedstock access drive the economics.