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9:25 am
Critical material recycling: Market trends, emerging technologies, and 20-year outlook
Global mega-trends in decarbonized energy and transport, digitalization and AI, and sustainability are driving demand for critical rare earth elements, battery technology metals, and semiconductor materials. Yet, critical material supply and processing remains highly geographically localized, with increasing export restrictions underscoring a strong market pull for alternative critical material sources. With significant volumes of critical material containing electric vehicles and energy infrastructure equipment set to become available in the coming decades, a critical material recycling technology market is rapidly emerging. In this presentation, IDTechEx evaluates critical material recovery technologies from secondary sources, and their impact in rare earth, Li-ion battery metal, and semiconductor markets. This talk reviews the state of the global critical material recycling market in 2025, discussing trends, challenges, and emerging opportunities. Finally, this presentation provides a 20-year outlook for the critical material recovery market, unpacking IDTechExs US$110B critical material recovery value forecast by 2045.
Jack Howley, Technology Analyst, IDTechEx

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