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Jul 22, 2026 · Archive
BusinessScience

GAO Finds US Lacks Capacity To Recycle Its Own Critical Minerals

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