Critical Materials Bulletin

Why American Battery Technology Company's Share Price Went Down on Good News

I needed a break from a patent that is kicking my butt.

Oct 4 • Mith Besler

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September 2026

Vietnam and Lithium-ion Recycling

A few weeks back R3 Lithium’s CEO Linh Austin was in Vietnam having high-level meetings with the government about investments and possible partnerships…

Sep 30 • Mith Besler

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A content update, thoughts on the black mass export rule, and I gush over Accurec for a bit.

There is a reason why I really like Accurec Recycling GmbH, a European company that has been processing lithium-ion batteries for about a decade.

Sep 28 • Mith Besler

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Some Thoughts About ABAT's FY 2026 Earnings Call and 10K

After listening to the earnings for and going over the 10-K, only a few things I think need to be covered.

Sep 14 • Mith Besler

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From Oil to Lithium: Inside R3 Lithium

CMB interview: R3 Lithium’s CEO on establishing lithium refining in the U.S. and how the team is uniquely positioned to build that domestic supply chain

Sep 10 • Mith Besler

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August 2026

Black Mass and the Round About Way I do Research at Times

Not sure if this is a story about falling down a rabbit hole, or one about how my brain will randomly make connections then bug me till I follow the…

Aug 25 • Mith Besler

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The Ascend Elements Bankruptcy Has Come to an End

The audio of the Ascend Elements bankruptcy hearing that was held today was released and I listened to it, and the TL;DR is the bankruptcy is over, with…

Aug 18 • Mith Besler

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A Nevada Lithium-Ion Recycler Adds Storage to Their Operations

One of the major hurdles that American lithium-ion recyclers face is pretty archaic federal regulations.

Aug 15 • Mith Besler

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New Black Mass Export Rules: Will They Help or Harm the Lithium-ion Industry

Unpacking the new export rules, domestic supply chain loopholes, and the race to secure America's recycled battery metals.

Aug 9 • Mith Besler

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Court Rules in Favor of American Battery Technology Company Over Unpaid $1.44M Stock Purchase

In a lawsuit filed in September 2024, American Battery Technology Company ABAT took Tysadco Partners LLC to federal court over a contract breach.

Aug 6 • Mith Besler

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July 2026

Presidential Memorandum, new tariffs, and a surprise non-exemption for a critical mineral.

Been sorting through the new Presidential Memorandum from President Trump: Actions by the United States in the Investigations under Section 301 of the…

Jul 26 • Mith Besler

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Fisking the Washington Post’s Report on the Economics of Battery Recycling

I stumbled across a report by the Washington Post, the new economics of battery recycling, and what was available to the public, the bulk of the report…

Jul 22 • Mith Besler

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