Critical Materials Bulletin

Critical Materials Bulletin

Too Much or Not Enough: How Lithium-Ion Recycling Gets Framed Both Ways

Mith Besler's avatar
Mith Besler
Oct 20, 2026

Took a break from reading Standard Lithium’s PEA for their East Texas project and checked my news feed, where I found this article: “EV Battery Recyclers Beyond China Struggle as Capacity Sits Underused.”

After reading that article, I decided Abe and I needed to take a walk for several reasons. There is a storm rolling in, and it would also give me a chance to mull over what I had read.

Turns out I do some of my best thinking while watching Abe seemingly break the laws of physics when he props himself up on three legs to claim every bush and clump of grass he comes across as his territory. And what I needed to work through was this article was repeating a narrative that has been showing up more and more, and not just in niche trade publications.

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