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Critical Materials Bulletin

Research and investigative analysis for professionals working across the critical minerals supply chain. Patent filings, bankruptcy dockets, regulatory frameworks, and process chemistry.

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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 breadcrumbs.

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 one minor detail that really does not involve Ascend Elements anymore.

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.

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.

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.

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 Trade Act of 1974 of the Acts, Policies, and Practices of 60 Economies Related to the Failure of Each Economy to Impose and Effectively Enforce a Prohibition on the Importation of Goods Produced with Forced Labor.

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 is behind a paywall, I could tell was mostly just AI.

Cutting Red Tape: New Congressional Bill Aims to Streamline Lithium-ion Recycling

By leveraging an existing law, could a new bill stop end-of-life battery materials from being treated as waste rather than a strategic asset, finally clearing the path for domestic recycling?

China Is Imposing a New Tax on Lithium-ion: Will It Drive Countries to Alternatives?

Got a StockTwits post sent to me this morning about China adding a consumption tax onto lithium-ion, and of course, the ST post didn’t have any real context, so I thought a quick article to add that context was needed.

Aqua Metals Announces Yet Another Reinvention of Itself

The first step toward full-path lithium-ion recycling, or just another pivot to keep the lights on?

Leadership Change at Blue Whale Materials

A company that produces black mass just appointed a new CEO.