
Rare Earth Recycling: The 15% Target Nobody Is on Track to Meet
The EU’s CRMA sets a 15% rare earth recycling target by 2030. Materials Dispatch dissects the gap between legal ambition and real-world capacity.
March 11, 2026
Anna K.Country Intelligence
Germany stands out in this dataset through named industrial and corporate presence, processing and refining capacity, and upstream production exposure, with its strongest relevance showing up in Selenium, Tantalum, and Gallium.
This country stands out through downstream industrial presence, named companies, and end-market relevance rather than pure upstream concentration.
Strategic Read
Germany matters because refining and processing concentration can translate into leverage even when mine output is not dominant.
Policy events
0
Materials covered
9
Leading materials
Why Germany matters
Primary read
Industrial base
Why it matters
Germany matters because refining and processing concentration can translate into leverage even when mine output is not dominant.
What to watch
Watch whether the country moves upstream, expands processing, or becomes more central to downstream demand.
Coverage signals
Materials covered
9
Linked policy events
0
Refining appearances
3
Named companies
11
These are dataset signals showing how often Germany appears across strategic materials research, not official reserve or production totals.
Mining / upstream supply
Moderate
1
Refining / processing
High
3
Policy leverage
Low
0
Industrial presence
Very High
11
Where Germany appears in the dataset
Integrated upstream and refining presence
Selenium matters here because of producer signal: ~9% (~300 t, Aurubis), refining share: 9% (~300), and 2 named players.
Producer signal
~9% (~300 t, Aurubis)
Refining share
9% · ~300
Processing and refining relevance
Tantalum matters here because of refining share: 7% (50-100) and 3 named players.
Refining share
7% · 50-100
Processing and refining relevance
Gallium matters here because of refining share: 0.1% and 1 named player.
Refining share
0.1%
Corporate and industrial relevance
Vanadium matters here because of 1 named player.
Corporate and industrial relevance
Gold matters here because of 1 named player.
Corporate and industrial relevance
Neodymium matters here because of 1 named player.
Corporate and industrial relevance
Niobium matters here because of 1 named player.
Corporate and industrial relevance
Tellurium matters here because of 1 named player.
Supply-chain source relevance
Germanium is one of the materials where this country appears in the intelligence dataset.
Industrial footprint by material
| Material | Roles | Producer signal | Refining |
|---|---|---|---|
| Selenium | Producer, Source, Refiner, Key Player | ~9% (~300 t, Aurubis) | 9% · ~300 |
| Tantalum | Refiner, Key Player | N/A | 7% · 50-100 |
| Gallium | Refiner, Key Player | N/A | 0.1% |
| Vanadium | Source, Key Player | N/A | N/A |
| Gold | Key Player | N/A | N/A |
| Neodymium | Key Player | N/A | N/A |
| Niobium | Key Player | N/A | N/A |
| Tellurium | Key Player | N/A | N/A |
| Germanium | Source | N/A | N/A |
Companies and industrial actors linked to Germany
Germany
GaAs wafer manufacturer for RF and optoelectronics
Germany
Bonding wire and sputtering targets for semiconductors
Germany
European NdFeB magnet producer; defense and automotive focus
USA/Germany
Major NbTi and Nb3Sn superconductor wire producer for MRI, accelerator, and fusion magnets.
Germany
Major European selenium producer (~300 t/year). EUR 7M investment in new GMP-certified facility via subsidiary RETORTE for pharmaceutical-grade Se.
Germany
European CIGS thin-film solar manufacturer. Key downstream consumer of photovoltaic-grade Se.
Germany/Vietnam
Goslar (Germany) and Haiphong (Vietnam) refineries. Acquired by Vietnam's Masan Group in 2019. 200-250 t/year capacity.
Germany/USA
Subsidiary of Hyperion Metals. High-purity specialty tantalum and niobium products.
Germany
Langelsheim refinery. High-purity specialty products for electronics and aerospace.
Germany
Europe's largest copper refiner. 30-45 t/yr Te via hydrometallurgical extraction from anode slimes.
USA / Germany
Specializes in spent catalyst recycling via proprietary V-CYCLE roasting/melting process. Achieves >99% vanadium recovery from spent catalysts.
Relevant policy and regulation
Chokepoints and concentration notes
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