Critical-Minerals Recycling as Domestic Supply
Higher-yield recycling of lithium and other battery metals increasingly converts waste streams into domestic supply, loosening dependence on mining and imports for the minerals that feed electrification and compute-adjacent storage.
forming · confidence 40 · Emerging (watchlist) · tracking since July 14, 2026 · updated July 14, 2026
Why the conviction moved
- Jul 14Strengthened +5
Japan's JX Metals reports 90% lithium recovery from spent EV batteries at its Tsuruga plant—nearly double the sub-50% industry rate—by swapping recovered lithium hydroxide for sodium hydroxide, with mass production set for 2027, per the report. A named operator roughly doubling recovery yield with a near-term production plan materially advances the thesis that recycling becomes domestic battery-metal supply.
Source trail
Supporting · July 14, 2026
Japan's JX Metals Reports 90% Lithium Recovery From Spent EV Batteries
Japan's JX Metals reports 90% lithium recovery from spent EV batteries at its Tsuruga plant—nearly double the sub-50% industry rate—by swapping recovered lithium hydroxide for sodium hydroxide, with mass production set for 2027, per the report. A named operator roughly doubling recovery yield with a near-term production plan materially advances the thesis that recycling becomes domestic battery-metal supply.
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