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US Imposes Export Restrictions on Critical Minerals

August 15, 2026

2 min read

Key Takeaways

US imposes export restrictions on black mass and tungsten waste and scrap.
Rule takes effect August 27, 2026, and expires one year later.
100% of monthly sales must be allocated to US persons.
Exceptions may be granted by BIS.

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Strategic Implications

This rule may indicate the US government's growing concern about critical mineral supply chains and national defense. The restrictions could impact global trade and may lead to increased scrutiny of exports, which suggests a shift in US policy towards protecting domestic access to essential materials.

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What Happened

New Rule Affects Black Mass and Tungsten Waste and Scrap Exports

The US Department of Commerce’s Bureau of Industry and Security has published a temporary final rule imposing export restrictions on black mass and tungsten waste and scrap. The rule, which takes effect August 27, 2026, requires US persons to allocate 100% of monthly sales to US persons and prohibits sales to non-US persons without prior authorization. The move follows a Presidential Determination finding certain critical minerals and materials essential to national defense. The rule was reported by an unknown source.

Source | Originally Published: August 14, 2026

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