Black mass capacity is outrunning the batteries available to feed it
Announced lithium-ion pre-processing capacity now exceeds plausible North American end-of-life battery volumes for several years, leaving shredders competing for production scrap.
Sector
Electronics
E-scrap processing, secure destruction, battery recovery and critical-mineral reclamation.
Data destruction is now the product, and metal is the by-product
ITAD operators say audit-grade chain-of-custody and certified media sanitisation increasingly drive contract awards, with commodity recovery a secondary line in the pricing model.
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