Core Insights - RecycLiCo Battery Materials Inc. has acquired a new 10,047-square-foot building in Delta, British Columbia, to serve as its corporate headquarters and operational hub, which will include executive offices, a lithium-ion battery recycling demonstration plant, and an in-house analytical laboratory [1][2] - The acquisition is a strategic move to enhance the company's capacity for lithium, cobalt, nickel, and manganese supply chains, positioning RecycLiCo as a commercial participant in the critical minerals sector [2] - The purchase price for the building was $5,875,000, with $4,406,250 financed by the seller at a 5% annual interest rate, secured by a three-year mortgage [2] Operational Developments - The relocation and commissioning of RecycLiCo's demonstration plant will occur alongside the construction of the new laboratory, aiming to minimize downtime and expedite customer qualification and commercial deployment [3] - The reassembled plant is expected to begin commissioning in early 2026, with operational readiness targeted for Spring 2026, contingent on construction progress and regulatory approvals [3] Company Overview - RecycLiCo specializes in critical minerals refining, utilizing advanced hydrometallurgical technologies to process mined ore and upcycle lithium-ion battery materials, efficiently recovering essential minerals from end-of-life batteries and manufacturing scrap [4] - The company's focus aligns with the increasing global demand for responsible supply chains and the movement towards strengthening domestic sourcing of critical materials [4]

Financial Data and Key Metrics Changes - The company ended the quarter with cash and cash equivalents of approximately $1.9 million, increasing to about $3.2 million as of the call [11] - The net loss for the quarter was approximately $6.8 million, with a basic and diluted net loss per share of negative $7.44 for 2025 compared to negative $9.94 in 2024 [14] - Year-to-date cash used in operating activities was $5.3 million, showing improvement versus the prior year [15] Business Line Data and Key Metrics Changes - The company produced lithium carbonate with fluorine content below 30 parts per million, a best-in-class result for recycled lithium [6] - Over one metric ton of high purity NMC was produced for qualification sampling with potential partners [7] - Plant operations expenses were $800,000, down from $2.4 million a year ago, and general and administrative expenses were $2.2 million, down from $3.4 million in 2024 [13] Market Data and Key Metrics Changes - The company noted that AquaRefining in the US is cost-competitive with Chinese hydrometallurgical recycling, operating at roughly half the cost of traditional US methods [9] - Recent market activity saw lithium carbonate prices in China increase by around 3% due to a major producer shutting down operations, highlighting the thin supply chains [44] Company Strategy and Development Direction - The company is focused on building a fully domestic closed-loop battery material supply chain in the US, emphasizing collaboration among recyclers, CAM producers, and technology innovators [10] - The design of a modular, scalable commercial arc facility is underway, capable of processing between 10,000 to 60,000 metric tons of black mass annually [8] - The company aims to secure supply and offtake partnerships to enable financing for its first commercial ARC facility [47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to define the market for battery material recycling in the US, highlighting the importance of sustainability and competitiveness [10] - The management is optimistic about the potential for policy changes that could support domestic recycling efforts, particularly regarding tax incentives for preprocessors [31][33] - The company is encouraged by the recent patent allowance, which supports discussions with potential partners and enables high-margin licensing opportunities [40][41] Other Important Information - The company completed the sale of the Sierra Art facility, generating approximately $4.3 million in cash proceeds, which were used to eliminate debt [11][12] - A one-for-ten reverse stock split was executed to support compliance with Nasdaq listing requirements [12][52] Q&A Session Summary Question: Can you elaborate on the progress on the technology side? - Management highlighted the reduction of fluorine content in lithium carbonate and the flexibility in the flow sheet design to meet various partner needs [22][23] Question: Can you provide insights on the tech showcase with NAT Battery? - The event generated strong engagement and positive feedback from industry leaders, validating the company's sustainable recycling process [25][26][29] Question: How do you view potential incentives or trade policies impacting competitiveness? - Management emphasized the need for policies that encourage domestic preprocessing of black mass to support local recycling infrastructure [31][33] Question: Can you discuss the flexibility in structuring partnerships? - The company has a strong cash position allowing for strategic partnerships, focusing on collaboration rather than a lone strategy [36] Question: Can you elaborate on the patent allowance received? - The patent allowance supports the business model by enabling high-margin licensing and joint ventures with partners [40][41] Question: What are the next steps and milestones to watch for? - The focus is on securing supply and offtake partnerships to finance the first commercial ARC facility, with ongoing discussions about new feedstocks [47][48] Question: Why did Aqua Metals execute the reverse stock split? - The reverse stock split was aimed at regaining compliance with Nasdaq listing requirements, viewed as a strategic asset for the company [52][53] Question: Can you explain the cost comparison study of AquaRefining? - The study showed that AquaRefining is cost-competitive with Chinese methods and operates at about half the cost of traditional US methods, emphasizing sustainability [54][56]

Group 1 - Comstock Inc. is transitioning from traditional mining to clean energy, focusing on lithium-ion battery recycling and biofuel production [1] - The company aims to capitalize on the growing demand for clean energy solutions in the post-COVID era [1] - The analyst has experience in evaluating various companies across multiple industries, enhancing the ability to identify investment opportunities [1]

RENO, Nev., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Aqua Metals, Inc. (NASDAQ: AQMS), a pioneer in sustainable lithium-ion battery recycling, today announced it will report financial results for the second quarter ended June 30, 2025, and provide a business update on Wednesday, August 13, 2025, and host a conference call that day at 4:30 p.m. ET. The live conference call can be accessed at https://event.webcasts.com/aqms or from the investor relations section of the Company's website at https://ir.aquametals.com/ ...

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 Viewpoint - Redwood Energy, a subsidiary of Redwood Materials, is launching an energy storage business utilizing retired electric vehicle batteries to support various enterprises, starting with AI data centers [3][4]. Group 1: Business Expansion and Strategy - Redwood Materials, founded by former Tesla CTO JD Straubel, has raised $2 billion in private funding and focuses on recycling lithium-ion batteries to create sustainable battery materials, aiming to build a circular supply chain [6]. - The company has expanded from recycling battery production waste to producing cathode materials, with projected revenues of $200 million in 2024, primarily from battery materials sales [7]. - Redwood Energy aims to convert retired electric vehicle batteries into modular energy storage systems (ESS) to meet the energy demands of AI data centers while balancing the supply and demand of renewable energy [9][17]. Group 2: Market Potential and Trends - The electric vehicle market has seen rapid growth, with a record 1.3 million electric and plug-in hybrid vehicles sold in the U.S. last year, indicating a future influx of retired batteries [22]. - By 2045, the global battery recycling market is expected to reach $52 billion, with the second-life battery industry projected to grow to $5.2 billion by 2035 [25]. - The ESS market is timely, as data centers supporting AI and ChatGPT are placing significant pressure on the grid, prompting the search for alternative energy sources [17]. Group 3: Technical and Operational Insights - Redwood Energy's microgrid for AI infrastructure company Crusoe has a power generation capacity of 12 MW and energy storage capacity of 63 MWh, with energy costs lower than traditional grids [13]. - The company processes approximately 20 GWh of batteries annually, equivalent to the battery capacity of 250,000 electric vehicles, and holds a 90% market share in North America's lithium-ion battery recycling [9][27]. - The recycling process involves safely storing, testing, and diagnosing batteries to determine their suitability for second-life applications, ensuring that those with usable energy capacity are converted into storage batteries [19][21].

Core Insights - Aqua Metals, Inc. is showcasing its innovative lithium battery recycling technology at NAATBatt's Eighth Annual Workshop, emphasizing its scalable, cost-effective, and safer alternative to traditional hydro recycling methods [1][3][6] Company Overview - Aqua Metals operates an Innovation Center in the Tahoe-Reno Industrial Center, producing battery-grade lithium carbonate, nickel, and cobalt products at a commercial pilot scale [2] - The company claims its recycled lithium carbonate output is among the highest in North America from a true closed-loop battery recycling process [2] Technology and Benefits - The proprietary AquaRefining™ technology offers a novel solution that enhances worker safety, economic efficiency, and environmental performance compared to traditional hydro-based recycling processes [3][4] - This clean recycling technology supports the reshoring of critical minerals processing, contributing to American job growth and economic resilience [4] Event Details - The exclusive tour of Aqua Metals' facility will take place on July 31, 2025, providing workshop participants with insights into advanced lithium battery recycling operations [1][6] - The NAATBatt Annual Workshop will gather industry leaders to discuss innovations in lithium battery reuse, recycling, and market development [6] Product Highlights - The facility has produced various products, including battery-grade lithium carbonate, cobalt metal, nickel metal, and mixed hydroxide precipitate (MHP) [9] - The pilot plant has accumulated over 4,000 hours of operational runtime, showcasing significant reductions in waste streams and improved economic efficiencies [9]

Core Viewpoint - American Battery Technology Company (ABTC) has been awarded the "Outstanding Contribution to Recycling & Reuse in Battery Materials" at the Fastmarkets Voltas Awards, highlighting its competitive edge in battery recycling technology and commitment to enhancing economic resilience and energy security in the U.S. [1][2][13] Group 1: Award Recognition - ABTC was recognized among 20 global competitors for its advancements in battery recycling technology [2][3] - The award emphasizes the company's role in reshaping the battery raw materials supply chain and promoting sustainability [2][12] Group 2: Technological Advancements - ABTC has developed innovative recycling technologies and launched commercial operations at its first lithium-ion battery recycling facility [3][6] - The facility employs a closed-loop system that minimizes waste, reduces water consumption, and limits air pollution [3][5] Group 3: Recycling Process - The recycling operation consists of two phases: demanufacturing and hydrometallurgy, producing valuable products such as copper, aluminum, and battery-grade lithium hydroxide [4][5] - This integrated process enhances recovery rates and reduces operating costs by removing impurities early in the recycling process [5] Group 4: Future Expansion - ABTC is constructing a second recycling facility designed to process 100,000 tonnes annually, increasing its recycling capacity fivefold [6] - This expansion is supported by a $144 million investment from the U.S. Department of Energy [6] Group 5: Workforce Development - The company collaborates with local universities to develop the workforce, preparing future engineers and scientists through internships and hands-on projects [7][11] - This initiative contributes to job creation and strengthens expertise in critical mineral manufacturing and recycling [10]

Company Overview - Aqua Metals, Inc. is a pioneer in sustainable lithium-ion battery recycling, utilizing its patented AquaRefining™ technology [2] - The company is focused on commercializing non-polluting recycling processes that close the loop on critical minerals for clean energy technologies [2] - Aqua Metals is headquartered in Reno, Nevada, with facilities located in the Tahoe-Reno Industrial Center [2] Upcoming Events - Aqua Metals will hold its 2025 Annual Meeting of Stockholders on July 22, 2025, at 7 a.m. PT [1] - Stockholders of record as of June 17, 2025, are entitled to attend and participate in the meeting [1] - Voting instructions are available at https://www.proxyvote.com [1] Communication Channels - Aqua Metals utilizes its investor relations website and social media platforms such as X, Threads, LinkedIn, and YouTube for disclosing material non-public information [3] - The company aims to comply with its disclosure obligations under Regulation FD through these channels [3]

Core Insights - Electra Battery Materials Corporation and the Three Fires Group have made significant progress on the Aki Battery Recycling joint venture, marking the first Indigenous-led lithium-ion battery recycling initiative in Canada [1][2] - The Aki venture aims to create a low-emission, circular solution for battery waste management, enhancing domestic supply chains and reducing reliance on offshore processing [1][5] Joint Venture Overview - The Aki Battery Recycling joint venture was launched in 2024, focusing on establishing a First Nations-led lithium-ion battery recycling company [2] - Aki will process end-of-life lithium-ion batteries and manufacturing scrap in a state-of-the-art facility, producing high-grade copper, aluminum, and steel products [2][3] Black Mass Production - The pre-processing facility will generate a high-value intermediate product known as black mass, which contains critical minerals such as lithium, nickel, cobalt, manganese, and graphite [3][12] - Black mass will be processed at Electra's hydrometallurgical refinery, facilitating a localized closed-loop supply chain for battery manufacturers [3][12] Leadership and Expertise - Reggie George has been appointed President of Aki, bringing over a decade of experience in project management and capital raising [4] - Andre Marais has been appointed Director of Strategy & Corporate Development, with more than 15 years of experience in technical and commercial roles [4] Indigenous Economic Participation - Aki Battery Recycling emphasizes Indigenous economic participation in the battery supply chain, aiming to create long-term benefits for First Nations communities [5][6] - The venture aligns with traditional values of stewardship and responsibility for the land, promoting a regenerative model of economic growth [7] Facility and Operations - The proposed facility will recycle enough lithium-ion battery scrap to supply up to 100,000 new electric vehicles annually [9] - Aki is evaluating prospective sites for the facility, focusing on locations near lithium-ion battery manufacturers and First Nations lands [8][10] Funding and Feasibility - Aki is engaged in discussions with government partners to secure funding for a bankable feasibility study on the pre-processing facility [11] - The project aligns with Canadian funding streams that prioritize clean technology and Indigenous-led infrastructure [11] Environmental Impact - The integration of Aki's black mass production with Electra's refining process aims to create one of the lowest carbon footprint recycling supply chains globally [12][13] - The venture addresses a critical supply chain gap in Ontario, which currently lacks battery recycling capabilities despite projected annual battery scrap generation of up to 30,000 tonnes by 2030 [10] Market Positioning - Aki will operate predominantly on a tolling fee basis through long-term contracts, ensuring stable returns independent of commodity prices [13][14] - The venture aims to strengthen Canada's capacity to retain and reuse critical minerals, supporting domestic industrial growth and reducing carbon emissions related to material transportation [14]