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Critical Materials Bulletin

Mith Besler

In-depth articles on the lithium industry, with a focus on breaking down complex technical terms and processes into clear, accessible insights.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues130SubscribersRead criticalmb.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

American Battery Technology Company (ABAT) FY2026 Q2 Financials

While the major takeaways from the quarterly report for the period ended December 31, 2025, for ABTC NASDAQ: were the increase in revenue with a slight increase in cash COGS, there are a few other items in the report and earnings that need...

a month ago
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Quick Post about Section 232 and Critical Materials.

Got a DM this morning asking about price floors and the Executive Proclamation from President Trump. Wasn’t the whole point of that about setting floors?

a month ago
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Markets Before Mines: Why the U.S. Must Build a Critical Materials Market

A new bipartisan bill the SECURE Minerals Act of 2026, has been proposed to counter China’s manipulation of the critical materials market. But why is such a law needed, and how does it benefit the U.S

a month ago
5
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Paid

Not a Breakthrough, Just Direct Carbonation of Lithium

Every week, the media crowns yet another “revolutionary” breakthrough in lithium-ion battery recycling, processes that industry insiders and researchers have known about for years, hidden behind vague patents and proprietary walls. To the a...

a month ago
1
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Authors

The writers behind this newsletter.

  • Mith Besler

    Lithium-focused researcher decoding mining, battery recycling, and EV tech.

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