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Leadership Change at Blue Whale Materials
A company that produces black mass just appointed a new CEO.
18 hrs ago
•
Mith Besler
3
Department of Defense Lithium Carbonate Procurement Proposal for the NDS
I have read over the recently released Request for Proposal (RFP) from the Department of Defense (DoD), specifically issued by its supply-chain arm, the…
20 hrs ago
•
Mith Besler
June 2026
Ascend Elements Settles a Fraud Claim with the Department of Energy.
A $7.5 million settlement closes out one piece of the Apex 1 situation. Fixing the actual facility will cost a lot more.
Jun 20
•
Mith Besler
3
The CEO of American Battery Technology Company Addressed the Consulate General of India in New York.
Ryan Melsert was invited to present at the Consulate General of India in New York on lithium and battery metals. This article includes the video and…
Jun 13
•
Mith Besler
12
2
China Is Rewriting Its Lithium-Ion Recycling Rules. Enforcement Is the Easy Part.
China’s new battery recycling rules tackle enforcement, but the real problem is geographic. Licensed recyclers are in the wrong places. The US is…
Jun 8
•
Mith Besler
4
Late Breaking Developments in the Ascend Elements Bankruptcy
New filings indicate that the Kentucky site may still be up in the air, and another lithium-ion recycler may be able to get it.
Jun 2
•
Mith Besler
5
3
May 2026
The 2026 Lithium Anthology: Part 1
5 reports that tell the tale of the events and underlying mechanics driving the lithium market in 2026.
May 31
•
Mith Besler
5
The Ascend Elements’ Kentucky Site Has Been Sold, and an Update on Georgia
Was up most of the night reading through 600 pages of legal documents on the Ascend Elements bankruptcy trying to sort out the fate of the Covington…
May 29
•
Mith Besler
4
2
2
Ascend Elements Bankruptcy Update: The Poland Assets and the IP Portfolio Have Been Sold.
A new filing dropped this morning on the Ascend Elements bankruptcy.
May 22
•
Mith Besler
Breakdown of a FOIA for American Battery Technology Company’s Second Lithium-Ion Recycling Facility: Part Two
As I posted in this note, thanks to a long-term investor, we have some documents that give us a bit more information about American Battery Technology…
May 20
•
Mith Besler
12
1
Energy Storage and Lithium Demand: The Timing Mismatch That Changes the Story
Battery storage and EVs are driving lithium demand in different ways, on different timelines, and that changes how the market should be read.
May 17
•
Mith Besler
5
3
A Reply to a ST Poster and an Update on Ascend Elements’ Bankruptcy.
A quick response to why I cover more than one lithium-ion recycling company, and a overview on what the 363 sale proceedings mean for…
May 3
•
Mith Besler
8
1
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