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Jul 22, 2026 · Archive
BusinessScience

GAO Finds US Lacks Capacity To Recycle Its Own Critical Minerals

GAO says lithium iron phosphate batteries and leach-based recycling could cut cobalt, nickel and copper imports within two to three years.

  • Lithium iron phosphate batteries could displace imported cobalt, manganese and nickel within two to three years.
  • Battery recycling by leaching and smelting is mature technology, but US processors lack capacity.
  • Semiconductor material substitutes for gallium, germanium and indium still underperform current inputs, GAO reports.

Why it matters: US mineral dependency is not scarcity, it is capacity never built, and metal left to landfills.

GAO, GAO-26-108687 ↗ · Jul 22, 20267/22/26