WORLD CRITICAL MINERALSRESOURCES. RESILIENCE. PERSPECTIVE.
RESEARCH / CIRCULAR MATERIALS

Recycling begins with
a feedstock question.

Recoverability is one condition. Collection, composition, timing and a qualified output market determine what can enter a realistic supply plan.

01 / THE PHYSICAL BOUNDARY

Trace the return route
as carefully as the first.

Government and research sources distinguish production scrap from material recovered after use. A recovery process still needs suitable feedstock, separation capability and an output that meets a buyer’s specification.

Our planning interpretation is to avoid treating a theoretical recycling potential as available replacement tonnes. Verify the feedstock stream and the usable output before assigning it to a disruption scenario.

Sources & context

USGS — Mineral Commodity Summaries 2026 ↗
6 February 2026; revised May 2026 · Reviewed 5 November 2026.

CSIRO — Critical minerals ↗
Living research page; publication date not stated · Reviewed 5 November 2026.

02 / FEEDSTOCK TO QUALIFIED OUTPUT

Five questions for
a circular supply plan.

  1. What stream? Production scrap, collected batteries, tools, magnets or another defined feedstock?
  2. What composition? Chemistry, contamination and mixed components determine the required processing route.
  3. What timing? Collection and end-of-life returns may not match current manufacturing demand.
  4. What recovery boundary? Distinguish collected mass, process yield, recovered contained material and saleable product.
  5. What destination? Check specification, qualification, logistics and an end market for the recovered output.

No recycled-content certification or environmental comparison is made here. Such claims require a defined boundary, traceable evidence and the appropriate assessment method.

03 / TEST THE ASSUMPTION

Recovered material is
qualified supply only when verified.

Enter recycling-derived replacement volumes in the Scenario Lab only when they are available during the interruption and meet the same product requirement.

Open the Scenario Lab