ERI and Cyclic Materials Partner to Scale Rare Earth Recovery from E-Waste
Event summary
- ERI and Cyclic Materials signed a global partnership on July 21, 2026 to create one of the largest rare earth recovery ecosystems in the U.S.
- The alliance combines ERI’s nationwide e-waste collection network with Cyclic Materials’ rare earth refining technology.
- Initial focus includes multiple high-volume product categories containing rare earth magnets.
- Cyclic Materials’ Arizona facility can process up to 25,000 tonnes of end-of-life components annually.
The big picture
This partnership addresses growing concerns over rare earth supply chain vulnerabilities by leveraging existing e-waste streams. As governments push for domestic sourcing of critical minerals, the alliance positions both companies to capitalize on policy-driven demand across defense, automotive, and AI sectors. The collaboration could set a precedent for how end-of-life electronics are treated as valuable material resources rather than waste.
What we're watching
- Scale of Operations
- Whether the partnership can achieve commercial-scale rare earth recovery to meaningfully impact U.S. supply chains.
- Regulatory Tailwinds
- How government priorities for domestic critical mineral supplies will accelerate or hinder this initiative.
- Technology Integration
- The pace at which ERI’s AI-driven sorting and Cyclic Materials’ refining processes can be optimized together.
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