US Recycling Strategy: A National Security Play Against China

The U.S. is pivoting to a new competition strategy against China, focusing not just on mining but also on metal recycling. Washington is recognizing that reducing dependence on foreign processing chains requires reclaiming value from discarded materials. The approach could cut energy consumption by 30% and slash the 5-10 year timeline for new smelter construction. Turkey's Deposit Return Scheme (DRS), powered by private sector leadership and QR-coded digital tracking, achieves 90% recycling rates and serves as an inspiration. Recovering aluminum, copper, and lithium—critical for defense and EV manufacturing—positions the U.S. to mitigate geopolitical risks. Combined with BOJ's policy shifts, this strategy will ripple through Asia-Pacific markets. China's 2025 20% recycling target will further intensify the competition.

Following China's recycling policies, the U.S. is poised to dominate this emerging space. Japan's industrial policies will add a new dimension to this battle.