Core Insights - RecycLiCo Battery Materials Inc. has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), aimed at enhancing the development and procurement of American-sourced critical minerals for automotive manufacturing [1][2][3] Group 1: Collaboration and Objectives - The partnership includes industry leaders such as Lucid, Alaska Energy Metals, Graphite One, and Electric Metals, focusing on establishing a circular supply chain for critical minerals [1][2] - MINAC aims to advance domestic mineral production through offtake agreements for American critical minerals, identify barriers to commercialization, and improve coordination between the mining and automotive sectors [7] Group 2: Technological Contribution - RecycLiCo's advanced hydrometallurgical process is recognized for its ability to recover high-purity, battery-ready materials from newly-mined ore, manufacturing scrap, and end-of-life batteries, contributing to onshore sourcing of essential materials [2][5] - The collaboration is a response to the global trading environment's realignment and governmental initiatives promoting reliance on domestic sources, validating and scaling RecycLiCo's technology [3] Group 3: Leadership and Events - CEO Richard Sadowsky will participate in a roundtable event in Washington, D.C., alongside notable political figures, to discuss the collaboration's launch [4]

Core Insights - RecycLiCo Battery Materials Inc. has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), aimed at enhancing the development and procurement of American-sourced critical minerals for automotive manufacturing [1][2][3] Group 1: Collaboration and Objectives - The partnership includes industry leaders such as Lucid, Alaska Energy Metals, Graphite One, and Electric Metals, focusing on establishing a circular supply chain for critical minerals [1][2] - MINAC aims to advance domestic mineral production through offtake agreements for American critical minerals, identify barriers to commercialization, and improve coordination between the mining and automotive sectors [7] Group 2: Technological Contributions - RecycLiCo's advanced hydrometallurgical process is recognized for its ability to recover high-purity, battery-ready materials from various sources, contributing to onshore sourcing of essential materials [2][3] - The collaboration is a response to the global trading environment's realignment and governmental initiatives promoting reliance on domestic sources, validating and scaling RecycLiCo's technology [3] Group 3: Leadership and Events - Richard Sadowsky, CEO of RecycLiCo, will participate in a roundtable event in Washington, D.C., alongside notable political figures, to discuss the collaboration's launch [4]

Core Insights - IperionX Limited has successfully completed the commissioning of its Titanium Manufacturing Campus in Virginia, with all major equipment operational and producing high-quality titanium [6] - The company is experiencing strong momentum in commercial and strategic partnerships, particularly in the automotive, defense, and aerospace sectors [2][6] - U.S. Government support is facilitating the establishment of a low-cost domestic titanium supply chain, with significant funding awarded to IperionX [3][5] Commercial Operations - All major equipment for titanium production is now online, with the Hydrogen Assisted Metallothermic Reduction (HAMR) furnace producing titanium that exceeds industry standards [6] - Customer engagement has increased, with various customers completing inspections and pre-qualifications at the manufacturing campus [6] - The company has initiated consumer-electronics scrap processing, validating a circular supply chain for recycled titanium [6] Expansion Plans - IperionX is fast-tracking its titanium production expansion plans, supported by a recent U.S. Department of Defense (DoD) award for the Titan Critical Minerals Project [4][5] - The company has received a Small Business Innovation Research (SBIR) Phase III contract from the DoD, allowing for task order funding up to US$99 million [6] - A private placement announced on July 23, 2025, aims to raise approximately US$46 million to expedite production capacity and meet future schedules [6][10] Financial Position - As of June 30, 2025, IperionX reported US$55 million in cash, with pro-forma cash expected to reach approximately US$100 million following the private placement [10] - The proceeds from the private placement will be used for scaling operations and increasing production capacity [10] - Directors have shown commitment by subscribing for A$2.2 million (~US$1.4 million) under the placement, reinforcing alignment with shareholders [10] Industry Context - IperionX is positioned as a leading American titanium metal and critical materials company, focusing on sustainable and low-cost production methods [8] - The Titan Project is recognized as the largest JORC-compliant mineral resource of titanium and rare earth minerals in the U.S., essential for various advanced industries [9][10] - The company aims to support a complete domestic magnet supply chain, particularly for high-performance defense systems, through its heavy rare earth resources [10]