Critical Materials Bulletin

Digging Without Diesel

How Critical Mineral Mines Are Electrifying from the Pit to the Refinement

Apr 6 • Mith Besler

5

March 2026

Lithium-Ion Recycling and the Export Regulations That Control it

Black mass, borders, and the battle for the battery materials supply chain

Mar 8 • Mith Besler

4

1

Nitpicking a Reuters Article about Canadian Lithium

This is rather misleading.

Mar 5 • Mith Besler

4

February 2026

American Battery Technology Company (ABAT) FY2026 Q2 Financials

What matters and what doesn’t, and, as always, the parts people never think to look at that mean everything for a startup lithium-ion recycler who is…

Feb 6 • Mith Besler

12

2

January 2026

Quick Post about Section 232 and Critical Materials.

Got a DM this morning asking about price floors and the Executive Proclamation from President Trump.

Jan 29 • Mith Besler

3

1

Markets Before Mines: Why the U.S. Must Build a Critical Materials Market

A new bipartisan bill the SECURE Minerals Act of 2026, has been proposed to counter China’s manipulation of the critical materials market. But why is…

Jan 26 • Mith Besler

5

2

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…

Jan 18 • Mith Besler

1

1

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

4

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

NEPA reform through the SPEED Act (H.R.

Jan 12 • Mith Besler

6

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

4

1

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

3

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

3

4