u/Fit_Ordinary_5531

The plan is to keep these materials within the country and develop a stronger local recycling industry.

Here's my question...

If some big U.S. Battery recycling companies are already having a time will this ban really make the industry better?. Might it cause new problems?

What do you think this will mean for:

black mass prices?

Battery scrap supply?

Recyclers and traders in India and other countries?

I would like to know your opinions.

I came across an interesting study from BASF. One of the biggest takeaways is that there's no single recycling method that works for all engineering plastics.

Materials like PA (Nylon) and PU are much more complex than everyday packaging plastics. That's why technologies such as mechanical recycling, solvent-based recycling, depolymerization, and pyrolysis all have a role to play.

The technology already exists, the bigger challenge is improving waste collection, sorting & scaling these solutions.

It'll be interesting to see how the recycling industry adopts these methods over the next few years.

Do you think advanced recycling will become mainstream?

Source : https://www.basf.com/global/en/media/news-releases/2026/07/p-26-131

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The latest aluminium market report shows that prices are being influenced by two major factors. On one side , tensions in the Middle East are creating concerns about possible supply disruptions, which could support aluminium prices. On the other side, higher production and weak seasonal demand are keeping prices under pressure.

If you're buying or selling aluminium scrap, this is something to keep an eye on...

Any major change in the Middle East could impact LME prices, while demand from manufacturers will continue to influence scrap prices. Keeping track of both can help you make better buying and selling decisions.

Are you seeing any changes in aluminium scrap demand or pricing in your market?

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I'm trying to understand how aluminium UBC scrap sellers calculate their prices.

For example, if the LME Aluminium price is $2,530/MT, I see some sellers quoting UBC scrap at LME -10%, while others quote LME -20% or even lower.

What factors determine the discount?

Is it mainly based on:

• UBC quality and contamination?
• Bale density?
• Freight costs?
• Regional supply and demand?
• Recovery yield after melting?

How do experienced traders decide whether to quote LME -10% versus LME -20%?

Would appreciate insights from buyers, sellers, and smelters.

Since India is one of the largest buyers of EU aluminium scrap, this could lead to:

- Higher scrap prices
- Increased competition for supply
- More sourcing from alternative countries

A development worth watching for aluminium recyclers, traders, and manufacturers.

What are your thoughts on this potential change?

Turkey, EU, and US markets all moved up in May due to tight scrap availability and rising logistics costs.

But here’s the real signal most traders miss:

Steel demand is still weak.

This means the market is entering a dangerous phase where:
Scrap sellers are getting better prices, while buyers are making lower profits.

In scrap trading, survival is no longer about finding “cheap” material.

It’s about building reliable supplier networks before the market gets tighter.

How do you see the scrap market moving in the next few months , do you expect buyers to face more pressure if supply continues tightening?

Recent global tensions affecting oil supply are now hitting the plastic industry too. Since plastic is made from crude oil, prices of virgin plastic have increased sharply (up to 50–60%).

Because of this, manufacturers are shifting to recycled plastic as a cheaper alternative. Some recycling companies are seeing demand jump from monthly orders to weekly shipments.

Countries like Malaysia are benefiting, as they import plastic scrap, recycle it, and sell it as usable raw material.

However, recycled plastic cannot fully replace new plastic ..high-quality industries like medical and electronics still depend on virgin material.

When oil supply is disrupted , plastic becomes expensive , So demand for recycled plastic increases and then scrap market grows.

Apple just shared some interesting updates on sustainability:

• 30% of materials in their 2025 products are recycled
• 100% recycled cobalt used in batteries
• No more plastic in packaging
• New MacBook uses ~60% recycled content

They’re also pushing toward being fully carbon neutral by 2030.

Big point:
Even big tech companies are now heavily investing in recycling and material recovery.

Do you think this is real progress or just smart marketing?

Most people think recycling aluminium is simple. It’s not anymore.

A few big changes happening now:

Scrap is being sorted with X-ray & laser tech , that means low-value scrap becomes high-value material

New methods recycle aluminium without melting which saves huge energy

Even waste (like salt residue) is now reused to recover metal

So the demand for recycled aluminium is growing fast but supply is tight.

So companies using better tech are making more money & others are falling behind.

Are you getting better prices for aluminium scrap now, or is competition making it harder?