Critical Materials Bulletin

Not a Breakthrough, Just Direct Carbonation of Lithium

Every week, the media crowns yet another “revolutionary” breakthrough in lithium-ion battery recycling, processes that industry insiders and researchers…

4 hrs ago • Mith Besler

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Nitpicking a Utility Dive Article on AI Power Needs

A little bit of a back and forth from Secretary of the Interior Burgum during his confirmation hearing and Senator Cortez Masto (D-NV)

Jan 15 • Mith Besler

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Update on the SPEED Act: The Bill to Streamline NEPA Reviews

NEPA reform through the SPEED Act (H.R.

Jan 12 • Mith Besler

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From Smartphones to Power Tools: Understanding California’s New Fee on Embedded Lithium-Ion Batteries

For those who read my articles and research know that I support streamlining and harmonizing regulations for the collection and recycling of lithium-ion…

Jan 5 • Mith Besler

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December 2025

A Commercial Scale Example of a Cradle-to-Gate Lithium-ion Recycling Platform.

And it’s in Europe.

Dec 7, 2025 • Mith Besler

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Recycling Is the Fastest Path to American Lithium Dominance. Ascend Elements Is Proving It.

The only U.S. company already shipping commercial-scale battery-grade recycled lithium carbonate with pCAM and graphite coming next.

Dec 1, 2025 • Mith Besler

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November 2025

American Battery Technology Company 2025 Shareholder’s Meeting Primer.

A lot has happened for the lithium-ion recycling company American Battery Technology Company (ABTC NASDAQ: ABAT) over the last quarter, both good and…

Nov 10, 2025 • Mith Besler

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Updated 2025 Critical Minerals List from the USGS

The recent expansion of the U.S. Geological Survey’s List of Critical Minerals marks a pivotal shift in U.S. resource strategy.

Nov 9, 2025 • Mith Besler

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The U.S. - China Trade Deal and Its Impact on Lithium

A summary from the White House was published outlining the new trade deal with China, reached this week in the Republic of Korea between President…

Nov 2, 2025 • Mith Besler

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October 2025

China Suspends Export Restrictions on Lithium-Ion

At the start of October, China took steps to restrict the export of materials and technology vital to the production of lithium-ion batteries to other…

Oct 30, 2025 • Mith Besler

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Redwood Materials Secures Funding from Nvidia’s Investment Arm

While I still plan to discuss Tesla’s earnings in the context of the refinery and LFP on X and in a note this week, news shared in a chat caught my…

Oct 23, 2025 • Mith Besler

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Fisking WFAE 90.7: Lithium and a Snapshot of Current and Future U.S. Production

Seems odd to fisk such a short radio station article, but here we are, and there are so many things wrong packed into this WFAE piece that I am not sure…

Oct 21, 2025 • Mith Besler

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