U.S. Commerce Department issued a temporary final rule restricting exports of battery black mass under the Defense Production Act.
Rule requires domestically produced black mass be sold to U.S.-located buyers, barring export unless BIS grants an adjustment or exception.
Restrictions follow a July 30, 2026 Presidential Determination on recoverable critical minerals, scheduled to run one year unless extended.
Electra views the rule as supportive of its strategy to build U.S. nickel and recycled-material refining capacity by improving access to domestic feedstock.
Company plans to participate in the 90-day public comment process, urging narrow, time-limited exemptions tied to investment in U.S. refining.
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