# Metal Movers: Critical minerals scrap - the new resource nationalism? Page: https://stenobird.com/podcast/argus-media-792465/metal-movers-critical-minerals-scrap-the-new-resource-nationalism Text version: https://stenobird.com/podcast/argus-media-792465/metal-movers-critical-minerals-scrap-the-new-resource-nationalism.md Podcast: [Argus Media](https://stenobird.com/podcast/argus-media-792465) Published: 2026-08-19T12:20:03+00:00 Episode link: https://argusmedia.podbean.com/e/metal-movers-critical-minerals-scrap-the-new-resource-nationalism/ Audio file: https://mcdn.podbean.com/mf/web/a97hzb6d6nxqc3ab/Metal_Movers_8122026_mixdown-esv2-50p-bg-10p-music-50p6tlkb.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/argus-media-792465/episodes/metal-movers-critical-minerals-scrap-the-new-resource-nationalism Duration seconds: 1311 ## Resource Overview In this episode, Argus examines new US export controls on tungsten scrap and battery black mass, introduced as part of a broader effort to secure domestic critical mineral supply chains. Our experts discuss the immediate market impact, the implications for recyclers and processors, and whether similar measures could spread to other metals and regions. Covered in this episode What the new US restrictions on tungsten scrap and battery black mass mean for exporters, recyclers and consumers How the measures are affecting prices, trade flows and domestic processing capacity in the US Why tungsten and battery materials are increasingly being treated as strategic resources Whether similar export controls could be extended to other critical minerals and non-ferrous scrap streams How the European Union is approaching scrap retention and critical raw material security The long-term implications for recyclers, global trade and vertical integration across metals supply chains Speakers Ronan Murphy, Editor, Argus Non-Ferrous Markets Reagan Patrowicz, Reporter, Critical Minerals Markets Cristina Belda, Associate Editor, Battery Materials Zach Schumacher, Editor, Argus Scrap Markets ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/argus-media-792465/episodes/metal-movers-critical-minerals-scrap-the-new-resource-nationalism/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/argus-media-792465/metal-movers-critical-minerals-scrap-the-new-resource-nationalism.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.