Critical Materials Bulletin

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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The Trump Administration Discontinued the Final $100 Million of the DOE Grant for Construction of Ascend Elements’ APEX 1 in Kentucky

This story flew under the radar today, mostly because of the export restrictions announced by China.

Oct 10, 2025 • Mith Besler

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September 2025

Lithium Americas: National Security, Taxpayer Equity and the Future of Lithium Mining

Federal equity in Lithium Americas mirrors China’s state-backed approach, using ownership stakes to secure strategic minerals and control supply chains.

Sep 28, 2025 • Mith Besler

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Overview of the Draft Environmental Impact Statement for the Silver Peak Lithium Operation Expansion.

Just a few miles from the California-Nevada border in the high desert of Esmeralda County lies a stretch of irregularly shaped ponds that range in color…

Sep 11, 2025 • Mith Besler

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August 2025

FOIA Documents for American Battery Technology Company’s South Carolina Grant.

Once again, a long-time investor, through a FOIA request, was able to obtain the grant application documents for American Battery Technology Company.

Aug 12, 2025 • Mith Besler

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