U.S. critical mineral strategy depends on battery recycling

Why it matters

The U.S. critical mineral strategy's reliance on battery recycling is a notable structural development with implications for supply chains and resource security, affecting multiple industries and credit markets tied to mining and manufacturing, but it lacks immediate direct impact on credit conditions or monetary policy.

Sources

• Fast Company

  U.S. critical mineral strategy depends on battery recycling

  The current global race isn’t just about making batteries; it’s about who controls the critical minerals inside of them. As demand for batteries—from data centers, defense, transportation, consumer devices, and energy storage—and the valuable lithium, nickel, cobalt, and…