@Mith_

Lithium-focused researcher decoding critical mineral extraction, battery production, storage, and recycling, while occasionally exploring EV op-eds.

 United States
criticalmb.com/
Joined September 2008
  • Tweets10.4K
  • Following335
  • Followers2.2K
2.4KMedia

Why Lithium Batteries Aren’t Fully Discharged Before Recycling.

While correcting the misinformation posted by @X own @Communitynotes on a video showing the dismantling of a lithium-ion battery by hand and washing the anode active material off a copper current coll…

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Consumer Electronics: A Short-Term Solution for a Domestic Lithium-Ion Battery Supply Chain

After a few interactions yesterday, it dawned on me that many investors assume a 1:1 ratio between output from a lithium-ion battery recycler and the need for a partnership with a cell or automotive m…

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ABTC’s Tonopah Flats Lithium Project: Funding, Grants, and Potential for a DOE Loan

There seems to be a lot of confusion around ABTC $ABAT and the funding for the Tonopah Flats Lithium Project, so I’ve written this as a quick reference, especially so I can just link to it in DMs—…

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Rhyolite Ridge Lithium Project Secures $996 Million Loan to Strengthen Domestic Supply

The U.S. Department of Energy has approved a $996 million loan for Ioneer’s $IONR Rhyolite Ridge Lithium-Boron Project in Nevada. The loan is part of an ongoing effort to boost domestic production o…

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Three Types of Companies in Lithium-Ion Battery Recycling

Over on LinkedIn, @Matthew_Bird94 who doesn’t seem to use X much (which is disappointing because this is where real questions and concerns are being raised), posted this:

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Lithium Batteries and Water: Separating Facts from Fear-Driven Misinformation

While drinking some coffee and waiting for Abe to wake up, I pulled up Google and did a search for lithium news. Right off the bat, I see @msn manipulating google’s algorithm to push a “lithium is…

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What I’m Working On

I’m waiting on two projects related to my review of lithium extraction from sedimentary ore to publish updated technical studies. These updates could bring significant changes to cost per ton and ap…

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MESC 2024 Fiscal Report: A Look at U.S. Manufacturing and Energy Supply Chains

The Department of Energy’s Office of Manufacturing and Energy Supply Chains (MESC) has released its 2024 fiscal report, which outlines efforts to address U.S. challenges in manufacturing and supply …

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China’s Grip on Critical Minerals and the U.S. Response

Just the other day, I was talking to a friend about how Chinese companies are moving into the U.S. lithium-ion battery market. They’ve restructured subsidiaries to grab local and state tax breaks, d…

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U.S. Lithium Battery Storage: The State of Play as 2024 Ends

The post from @abt_company about Matt Jacobson, Technology Development Manager at Duke Energy Corporation, touring their lithium-ion battery recycling facility in Nevada—where the Lithium Hydroxide …

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The Misconception About Lithium: How Much Is Mined Yearly and What’s Needed by 2050

There is a very common misconception about how much lithium is mined and how much is actually needed. Most people assume it must be like copper, where millions of tons are required each year. What sur…

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Fisking an Article That Uses the Misunderstanding of the Lithium Industry to Promote a Book

After finishing my latest review of the new Trump administration nominee, Chris Wright, I wanted to get back to some lithium research. Before I even poured my first cup of coffee, I came across an art…

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