5E Advanced Materials Boric Acid Validated for LCD Glass Applications

Core Insights - 5E Advanced Materials, Inc. (FEAM) has successfully completed a 20-ton commercial tank trial of its boric acid product with a major U.S.-based LCD glass manufacturer, marking a significant step towards full commercialization [1][7] - The trial confirmed that 5E's boric acid met all necessary specifications for high-precision LCD glass applications, including impurity levels, moisture content, particle size distribution, flowability, and overall logistics performance [1][7] - This achievement concludes a comprehensive qualification process that began in April 2025, progressing through laboratory testing and a supply-chain trial, and culminating in a successful commercial-scale run in December 2025 [2][7] Industry Context - The successful trial positions 5E as a reliable supplier of refined borates and advanced boron materials, which are increasingly important for fast-growing industrial sectors [3] - The announcement follows boron's addition to the U.S. Department of the Interior's 2025 critical minerals list, highlighting the importance of establishing secure domestic supply chains [4][7] - Over the past six months, shares of FEAM have increased by 7.5%, contrasting with a 4.7% decline in the industry [4]