Waste shipments
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The full implementation of the EU Waste Shipment Regulation (WSR) in May 2027 will trigger a preemptive global trade war over “black mass” (battery recyclate) and ferrous scrap. “Waste” is being reclassified as a “Strategic Critical Mineral,” leading to export bans and hoarding. ⠀ THE MECHANISM: REGULATORY ENCLOSURE Two conflicting regimes are colliding: ⠀ 1. EU “Fortress Europe”: The WSR bans waste exports to non-OECD countries unless they meet impossible standards. This traps scrap inside the
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