Scrap Now, Returns Later: West Gets Tested
February 20, 2026
1st Topic of the Week: With scrap still dominant and China’s costs falling, Western battery recyclers are forced to secure contracts, utilization, and pricing power
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1st Topic of the Week: With scrap still dominant and China’s costs falling, Western battery recyclers are forced to secure contracts, utilization, and pricing power
General Thoughts: Energy-linked corn economics and widening oil–gas dispersion are shifting global marginal cost leadership toward natural gas advantaged, capital-disciplined integrated production platforms globally.
Supply
General Thoughts: Regulation is poised to reallocate packaging profit pools toward design-led ecosystems, rewarding early specification control and lifting risk for volume-driven players that delay
General Thoughts: Structural global base chemical oversupply delays synchronization, leaving 2026 margins governed by feedstock dispersion, logistics control, and disciplined utilization rather than demand recovery.
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