China’s black mass rule change: What it means for global battery recycling

Senior Strategic Markets Editor, Lee Allen, Senior Price Reporter, Tianran Zhao, and Senior Energy Transition Analyst, Julia Harty, discuss the impact of China’s new black mass import rules and how they will reshape global battery recycling.

Key points include:

• What does the latest China’s black mass import policy mean for global recyclers
• Why China’s fluoride and metal content thresholds are reshaping the market
• The premium market for high-purity black powder, and who can access it
• How Southeast Asia is becoming a key processing and export hub
• Trade route shifts: Southeast Asia, the US, and Europe’s role in the new landscape
• What price bifurcation between high-grade and low-grade material could look like
• An insightful Q&A session where experts answer questions posed by attendees

Why attend?

• Expert analysis: Hear from leading industry specialists who will provide data-driven insights and forward-looking perspectives.​
• Strategic planning: Gain knowledge to make informed decisions in the rapidly evolving battery materials sector.​
• Networking opportunities: Connect with professionals and stakeholders across the battery materials supply chain.