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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
PricingFreemiumPublishesTwice weekly
Issues132SubscribersRead criticalmb.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Lithium-Ion Recycling and the Export Regulations That Control it

Black mass, borders, and the battle for the battery materials supply chain

a month ago
4
0
Paid

Nitpicking a Reuters Article about Canadian Lithium

This is rather misleading.

a month ago
4
0

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...

2 months ago
12
0

Quick Post about Section 232 and Critical Materials.

Got a DM this morning asking about price floors and the Executive Proclamation from President Trump.

2 months ago
3
0
Paid

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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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