India bans export of lithium-ion battery black mass
DGFT moved black mass (ITC HS 85491400) from 'Free' to 'Prohibited' exports on 10 November 2026, so that recyclers get domestic feedstock for lithium, cobalt, nickel and manganese.
What happened
- DGFT, Department of Commerce, amended the export policy of lithium-ion battery black mass (ITC(HS) 85491400) from 'Free' to 'Prohibited' by Notification No. 49/2026-27 of 10 November 2026.
- The ban applies with immediate effect and until further orders, with the Para 1.05 transitional arrangements of FTP 2023.
- Black mass holds lithium, cobalt, nickel and manganese; the release says India's recycling capacity is under-used for lack of feedstock.
- The aim is that black mass generated in India is recycled and refined at home, raising capacity use and cutting import dependence.
- The step complements the Rs 1,500 crore recycling incentive scheme under the National Critical Mineral Mission.
For Prelims
- Black mass: the powdery material from shredding end-of-life lithium-ion batteries and manufacturing waste; it holds recoverable lithium, cobalt, nickel and manganese.
- DGFT: the Directorate General of Foreign Trade, in the Department of Commerce, which notifies export policy changes such as 'Free' to 'Prohibited'.
- ITC(HS) 85491400: covers waste and scrap of cells and batteries that are unsorted and free of lead, cadmium and mercury; the notification names the item as lithium-ion battery black mass.
- Policy change: export moved from 'Free' to 'Prohibited' with immediate effect; Para 1.05 of the Foreign Trade Policy 2023 sets transitional arrangements.
- National Critical Mineral Mission: approved by the Union Cabinet on 29 January 2025 with an outlay of Rs 16,300 crore to secure critical-mineral supply chains.
- Recycling incentive scheme: Rs 1,500 crore under the Mission, notified on 2 October 2025; 58 entities pledged 8.5 lakh tonnes a year against a target of 2.7 lakh.
- Battery Waste Management Rules, 2022: notified by MoEFCC in August 2022 on Extended Producer Responsibility; producers, including importers, must collect and recycle waste batteries.
- Hazardous waste trade: import and export of hazardous waste is regulated under the Hazardous and Other Wastes (Management and Transboundary Movement) Rules, 2016, with a Prior Informed Consent mechanism.
For UPSC: DGFT Notification 49/2026-27 (10 November 2026): lithium-ion battery black mass, ITC(HS) 85491400, export 'Free' to 'Prohibited'; complements Rs 1,500 crore critical-mineral recycling scheme under NCMM.
What it is NOT: The release does not give the volume or value of black mass exported, how much black mass India generates, or how much recycling capacity is installed and idle. It names no importing countries, no review date for the prohibition and no safeguard for recyclers that must still import feed. It does not say whether the ban covers mixed or processed intermediates, how pending export orders are treated beyond the transitional arrangements, or how the major economies it cites have restricted exports.
For Mains
Syllabus: GS3.14 · GS3.8 · Linkage L1
Anchor
Electric vehicles and storage depend on lithium, cobalt and nickel that India largely imports. Spent batteries are the nearest domestic source, so the question is whether that source is processed here or abroad.
Substantiation (data)
DGFT moved black mass from 'Free' to 'Prohibited' on 10 November 2026. The Rs 1,500 crore recycling scheme has 58 entities pledging 8.5 lakh tonnes a year against a 2.7 lakh target, while existing plants are short of feedstock.
Position
An export ban gives recyclers assured feed, which supports investment and capacity use, and keeps a hazardous material under Indian environmental rules. It joins the incentive scheme and extended producer responsibility.
Counterpoint
A ban cannot create feedstock; it only fixes where black mass is sold. With pledged capacity at about three times the target and no generation estimate, plants may still run short while collectors lose the export price.
Way forward
Publish black mass generation and capacity data, link collection to producers' EPR targets, track any import for processing, set a review date, and tie incentives to recovery rates.
Conclusion
The ban settles where black mass is sold. Whether it builds a recycling industry depends on collection, EPR enforcement and recovery rates.
Deploys into: Critical minerals and circular economy · Foreign trade policy instruments (DGFT notifications) · Battery waste and Extended Producer Responsibility · Import dependence and clean-energy supply chains
Ministry of Commerce & Industry · 2026-11-11 · PRID 2335019 · PIB source ↗