Washington targets China's Black Block

The article discusses the efforts of the United States and Europe to strengthen the recycling industry of the "black mass" produced from the dismantling of electric vehicle batteries, which serves as a strategic source of critical raw materials such as lithium, cobalt, and nickel. In 2026, Washington issued a decree restricting the export of these materials for one year and requiring companies to allocate all their sales to the American market, aiming to reduce reliance on China and enable it to dominate refining and recycling operations. The Western campaign focuses on developing a domestic refining infrastructure to enhance industrial security and minimize economic value loss. Meanwhile, Europe is escalating its efforts to reclaim up to 50% of lithium by 2027 and 80% by 2031. At the same time, Washington seeks to reduce dependence on supply chains dominated by Beijing through legislation and policies designed to secure raw materials and achieve self-sufficiency in recycling.

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