[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Mith_](/creator/twitter/Mith_) "Im honestly starting to wonder if there are actually adults at the Commerce Department. And if there are it feels like theyre working from a punch list on how to destroy an industry. The announcement today of a XXXX% tariff on imported Chinese graphite which brings the total to around XXX% is a response to a complaint by graphite producers in the United States. They claimed China is selling graphite well below market value making it impossible for domestic producers to compete. Thats true. Even a blind man could see it. But this extreme tariff is going to raise the price per kWh of"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945938674236961121) 2025-07-17 20:08:28 UTC 1680 followers, XXX engagements "There are two main takeaways from this announcement. American Battery Technology Company $ABAT has a well-established history of collaboration with the Department of Energy. This partnership appears likely to expand further under President Trumps administration and his initiative to develop and launch a critical minerals infrastructure in the United States. This collaboration benefits both the company and the countrys energy independence and national security. One of the ways China has maintained its stranglehold on the lithium industry is not through mining but through processing. By"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945114115003048226) 2025-07-15 13:31:58 UTC 1680 followers, 1637 engagements "@moneytodaymake @paola_rojas ABAT doesn't produce rare earths"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1947016139781161351) 2025-07-20 19:29:56 UTC 1681 followers, XX engagements "With the renewed interest in LFP due to the recent export ban from China on the technology to produce LFP CAM and with Tesla preparing to bring its LFP production facility at the Nevada Gigafactory online I have been receiving questions about LFP production scrap specifically whether Tesla will have a third party process it. Tesla began developing its in house lithium ion recycling system around 2019 and brought it online in 2022 at limited commercial scale. As of their most recent impact statement Tesla reports processing about XXX GWh of material in house. From the lack of manganese in the"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1947065059789934708) 2025-07-20 22:44:19 UTC 1683 followers, 1386 engagements "With the positive movement in lithium prices as of late I have been watching for an indication that China is ramping up processing to ensure its stockpiles are at a sufficient level so that if there is a healthy increase in prices it is in a position to possibly offset it. The recent XX% surge in Zimbabwes spodumene exports despite weak market prices is a strong signal that this may already be happening. Spodumene from Zimbabwe goes to only one place China. While fluctuations in export volumes are common this scale of increase during a period of low prices stands out. It suggests that the"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1947284185858920906) 2025-07-21 13:15:03 UTC 1681 followers, XXX engagements "Yes $ABAT is working on a system to recover the graphite from the lithium-ion cells they process and it is a process supported by a $XX million DOE grant. But at this time its status is still in the development stage. You can learn about that and the two other recycling technologies they are developing to expand their recycling train here"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945922003556282576) 2025-07-17 19:02:13 UTC 1683 followers, 14.4K engagements "With the announcement of yet another collaboration with a @ENERGY national lab I figured a quick write up of $ABAT lithium from claystone and a breakdown of the lithium hydroxide monohydrate production was in order"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945128970145427860) 2025-07-15 14:30:59 UTC 1680 followers, 1690 engagements "The information that @ABATs South Carolina site was in Abbeville came out last year and I and a few others posted about it. Since then several investors have done a ton of DD digging through city planning permits and reading the tea leaves but no one has found definitive proof. Thats the general area but theres nothing XXX% confirming the location either within the township or the county of Abbeville"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1948084401377890675) 2025-07-23 18:14:49 UTC 1680 followers, XXX engagements "Honestly the way $ABAT operates is that well first see an EV company announce it will be using XX% recycled metals in its batteries thanks to @abt_company. Then a couple of days later $ABAT will post about it. Thats when well get definitive information on a commercial partnership"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945496293645664670) 2025-07-16 14:50:36 UTC 1680 followers, 1406 engagements "In an article about $ABAT lithium from claystone I wrote: This stream then moves into a bipolar membrane where water is split into hydrogen and hydroxide ions. The lithium ions combine with the hydroxide to form lithium hydroxide. This system for lithium hydroxide production will be used not only for the claystone project but also for the lithium-ion recycling platform. @finlithium sent this to me just a bit ago. It looks like that bipolar membrane or at least part of it as well as a pump fr that system is now on site. Since its far too early for Tonopah this would be for Phase X of the"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945183916786376885) 2025-07-15 18:09:20 UTC 1680 followers, 2393 engagements "With the growing interest in rare earth elements (REE) Ive been asked several times whether $ABAT could also mine for them. Its common for a mine to generate more than one revenue stream. A copper mine for example might also produce nickel or cobalt as byproducts. However deposits that can profitably yield REE alongside other metals are rare due to the complexity of extraction. Rare earths like lithium are not scarce in the Earths crust. The challenge is their distribution. They are typically found in low concentrations often just a few hundred parts per million and are almost always mixed"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945492876202479876) 2025-07-16 14:37:01 UTC 1680 followers, XXX engagements "This is what happens when you confront a person who says 3-8 people will die to produce just one EV"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1946285490073698328) 2025-07-18 19:06:35 UTC 1681 followers, XXX engagements "This is a photo of @Energy Secretary Chris Wright during his visit to Argonne National Lab. A member of the Tin Foil Hat and Mayonnaise Society and a long-term $ABAT investor spotted a little Easter egg in the background. Its fluff lol but still pretty cool"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1946356714866896980) 2025-07-18 23:49:37 UTC 1680 followers, 1287 engagements "@Sumcracker1 @abt_company @Tesla There is always an opportunity for an outsourcing agreement or for ABAT to become a vendor supplying sulfates and lithium. Tesla is just one of many and it will take professional relationships with quite a few for ABAT to be successful"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1947095608726344002) 2025-07-21 00:45:43 UTC 1680 followers, XXX engagements "Ive been writing about C3 batteries (computer communication and consumer) for years. Ive even said that for the foreseeable future they will be the lifeblood of lithium-ion recyclers. If I had to guess Id say two thirds of Redwood Materials 40000 tons of annual feedstock is C3. If youve ever seen a video or photo of their facility youll notice acres of white super sacks. Those are full of cell phones computers and power tool batteries. While power tools are slowly shifting to LFP most still use NMC. Computers and communication devices are typically LCO. In a cell phone the average service"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1944534203598786859) 2025-07-13 23:07:36 UTC 1681 followers, XXX engagements "@BoomSauce781 They have been working together for some time. INL is collaborating with them on non-thermal crystallization and $ABAT is INL's commercial partner in a new process to recover the electrolyte in a lithium-ion cell"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945480006907408552) 2025-07-16 13:45:53 UTC 1681 followers, XXX engagements "For those looking for a company actually producing LFP cells in the United States there is DragonFly Energy $DFLI. They specialize in house batteries for off-grid and RV use. While DragonFly is small compared to LG and Tesla they are a domestic producer and their Battle Born line of batteries is considered the standard against which other LFP batteries are compared. I would actually love to get my hands on a few of them. However personally I invest in the supply chain not manufacturers and have no stake in them but I was asked about manufacturers that are not the big boys"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945927515723509817) 2025-07-17 19:24:07 UTC 1680 followers, 1324 engagements "This is the story behind $ABAT revenue cue the bass-heavy Behind the Music theme song. They are technically still a startup that invented and developed a method to create black mass from lithium-ion batteries by leveraging the cells natural tendency to partially pre-treat themselves. Their process causes the cells to short circuit generating heat that breaks down the metals and the compounds binding them together while preventing ignition. This technology is new so it did not work perfectly at the start. It took over a year to generate even a small amount of revenue with a negative margin of"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1946306803387539905) 2025-07-18 20:31:17 UTC 1681 followers, 1349 engagements "One of my favorite things in life is going for a long walk with Abe after it has rained all night. #bulldog #abe"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1946576208491106332) 2025-07-19 14:21:48 UTC 1681 followers, XXX engagements "This is false. Currently any commercial-scale production of battery-grade materials from primary or secondary sources is limited to lithium with Rio Tinto and Albemarle as the main producers. For the transition metals there is no real domestic production. If I had to guess Tesla likely has the largest production capacity in North America based on the numbers from their recycling program. Most primary production still takes place overseas so if there is any battery-grade output in the United States it is from secondary sources and well below the levels produced by China. $ABAT is one potential"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1945918837079028035) 2025-07-17 18:49:38 UTC 1680 followers, 1249 engagements "@eV_Newt @Johncon11399730 @AdrianRamsay @UKLabour @slateauto What do you expect from a person that posted this"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1946293294574489940) 2025-07-18 19:37:36 UTC 1683 followers, XX engagements "The five years I have been in the stock I have seen price estimates ranging from $XXXX to $XXX. My estimate is that until we receive a press release confirming a lithium-ion cell has rolled off a production line using material from $ABAT any long term price prediction is pointless. Short term not even going there"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1948036423514542449) 2025-07-23 15:04:10 UTC 1683 followers, 1018 engagements "This post covers two topics I have written about before. China has been overprocessing lithium precursors each year adding to the supply glut while also stockpiling concentrates to release when prices rise. This strategy has kept prices low but the long-term effects are now adversely affecting Chinese based firms. China faces a clear case of overcapacity. Despite steady growth in the lithium sector production growth from mines has been deliberately limited to around XX% while demand has increased between XX% and 29%. This imbalance should push prices up but the opposite has occurred. Each"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1948035195036401700) 2025-07-23 14:59:17 UTC 1680 followers, XX engagements "I knew the second I saw this bait and switch headline that I would get a few questions about it. RecycLiCo Partners with Lucid to Strengthen North American Domestic Supply Chain for Critical Minerals and Metals What has actually happened is RecycLiCo has joined a trade association with the goal of securing a domestic supply chain for lithium-ion cells. They do not have a commercial partnership with Lucid. Can this help the company Most definitely but this ties back to one of the problems this company has had and is a recurring theme in the critical minerals industry: the bait and switch"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1948046705104163288) 2025-07-23 15:45:02 UTC 1683 followers, XXX engagements "Dilution seems to be the magic word this morning. Saw a screenshot of one person who asked when will they start diluting again. In the past @abt_company has had toxic and unchecked dilution. The way the Dougs used the company as a cash machine still sours my stomach. After the change of the guard that somewhat changed and it went from a cash machine to needing capital for growth and projects. I have no problem with them diluting as long as there is clear progress associated with that dilution that is shared with investors. Sadly there is never any clear progress at least not progress that is"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1948060146699214903) 2025-07-23 16:38:26 UTC 1681 followers, XXX engagements "In the past he has talked about co-location for $ABAT as being adjacent or on the same property as well. If you look at the BASF facility in Greenville area there is a huge vacant lot behind their site. So that is a possibility there is a lot of industrial parks in that area and land is cheap. But at the same time they could find a brownfiled site which would be a heck of a lot cheaper and easier to permit"  [@Mith_](/creator/x/Mith_) on [X](/post/tweet/1948088312042082545) 2025-07-23 18:30:21 UTC 1681 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Mith_
"Im honestly starting to wonder if there are actually adults at the Commerce Department. And if there are it feels like theyre working from a punch list on how to destroy an industry. The announcement today of a XXXX% tariff on imported Chinese graphite which brings the total to around XXX% is a response to a complaint by graphite producers in the United States. They claimed China is selling graphite well below market value making it impossible for domestic producers to compete. Thats true. Even a blind man could see it. But this extreme tariff is going to raise the price per kWh of"
@Mith_ on X 2025-07-17 20:08:28 UTC 1680 followers, XXX engagements
"There are two main takeaways from this announcement. American Battery Technology Company $ABAT has a well-established history of collaboration with the Department of Energy. This partnership appears likely to expand further under President Trumps administration and his initiative to develop and launch a critical minerals infrastructure in the United States. This collaboration benefits both the company and the countrys energy independence and national security. One of the ways China has maintained its stranglehold on the lithium industry is not through mining but through processing. By" @Mith_ on X 2025-07-15 13:31:58 UTC 1680 followers, 1637 engagements
"@moneytodaymake @paola_rojas ABAT doesn't produce rare earths" @Mith_ on X 2025-07-20 19:29:56 UTC 1681 followers, XX engagements
"With the renewed interest in LFP due to the recent export ban from China on the technology to produce LFP CAM and with Tesla preparing to bring its LFP production facility at the Nevada Gigafactory online I have been receiving questions about LFP production scrap specifically whether Tesla will have a third party process it. Tesla began developing its in house lithium ion recycling system around 2019 and brought it online in 2022 at limited commercial scale. As of their most recent impact statement Tesla reports processing about XXX GWh of material in house. From the lack of manganese in the" @Mith_ on X 2025-07-20 22:44:19 UTC 1683 followers, 1386 engagements
"With the positive movement in lithium prices as of late I have been watching for an indication that China is ramping up processing to ensure its stockpiles are at a sufficient level so that if there is a healthy increase in prices it is in a position to possibly offset it. The recent XX% surge in Zimbabwes spodumene exports despite weak market prices is a strong signal that this may already be happening. Spodumene from Zimbabwe goes to only one place China. While fluctuations in export volumes are common this scale of increase during a period of low prices stands out. It suggests that the" @Mith_ on X 2025-07-21 13:15:03 UTC 1681 followers, XXX engagements
"Yes $ABAT is working on a system to recover the graphite from the lithium-ion cells they process and it is a process supported by a $XX million DOE grant. But at this time its status is still in the development stage. You can learn about that and the two other recycling technologies they are developing to expand their recycling train here" @Mith_ on X 2025-07-17 19:02:13 UTC 1683 followers, 14.4K engagements
"With the announcement of yet another collaboration with a @ENERGY national lab I figured a quick write up of $ABAT lithium from claystone and a breakdown of the lithium hydroxide monohydrate production was in order" @Mith_ on X 2025-07-15 14:30:59 UTC 1680 followers, 1690 engagements
"The information that @ABATs South Carolina site was in Abbeville came out last year and I and a few others posted about it. Since then several investors have done a ton of DD digging through city planning permits and reading the tea leaves but no one has found definitive proof. Thats the general area but theres nothing XXX% confirming the location either within the township or the county of Abbeville" @Mith_ on X 2025-07-23 18:14:49 UTC 1680 followers, XXX engagements
"Honestly the way $ABAT operates is that well first see an EV company announce it will be using XX% recycled metals in its batteries thanks to @abt_company. Then a couple of days later $ABAT will post about it. Thats when well get definitive information on a commercial partnership" @Mith_ on X 2025-07-16 14:50:36 UTC 1680 followers, 1406 engagements
"In an article about $ABAT lithium from claystone I wrote: This stream then moves into a bipolar membrane where water is split into hydrogen and hydroxide ions. The lithium ions combine with the hydroxide to form lithium hydroxide. This system for lithium hydroxide production will be used not only for the claystone project but also for the lithium-ion recycling platform. @finlithium sent this to me just a bit ago. It looks like that bipolar membrane or at least part of it as well as a pump fr that system is now on site. Since its far too early for Tonopah this would be for Phase X of the" @Mith_ on X 2025-07-15 18:09:20 UTC 1680 followers, 2393 engagements
"With the growing interest in rare earth elements (REE) Ive been asked several times whether $ABAT could also mine for them. Its common for a mine to generate more than one revenue stream. A copper mine for example might also produce nickel or cobalt as byproducts. However deposits that can profitably yield REE alongside other metals are rare due to the complexity of extraction. Rare earths like lithium are not scarce in the Earths crust. The challenge is their distribution. They are typically found in low concentrations often just a few hundred parts per million and are almost always mixed" @Mith_ on X 2025-07-16 14:37:01 UTC 1680 followers, XXX engagements
"This is what happens when you confront a person who says 3-8 people will die to produce just one EV" @Mith_ on X 2025-07-18 19:06:35 UTC 1681 followers, XXX engagements
"This is a photo of @Energy Secretary Chris Wright during his visit to Argonne National Lab. A member of the Tin Foil Hat and Mayonnaise Society and a long-term $ABAT investor spotted a little Easter egg in the background. Its fluff lol but still pretty cool" @Mith_ on X 2025-07-18 23:49:37 UTC 1680 followers, 1287 engagements
"@Sumcracker1 @abt_company @Tesla There is always an opportunity for an outsourcing agreement or for ABAT to become a vendor supplying sulfates and lithium. Tesla is just one of many and it will take professional relationships with quite a few for ABAT to be successful" @Mith_ on X 2025-07-21 00:45:43 UTC 1680 followers, XXX engagements
"Ive been writing about C3 batteries (computer communication and consumer) for years. Ive even said that for the foreseeable future they will be the lifeblood of lithium-ion recyclers. If I had to guess Id say two thirds of Redwood Materials 40000 tons of annual feedstock is C3. If youve ever seen a video or photo of their facility youll notice acres of white super sacks. Those are full of cell phones computers and power tool batteries. While power tools are slowly shifting to LFP most still use NMC. Computers and communication devices are typically LCO. In a cell phone the average service" @Mith_ on X 2025-07-13 23:07:36 UTC 1681 followers, XXX engagements
"@BoomSauce781 They have been working together for some time. INL is collaborating with them on non-thermal crystallization and $ABAT is INL's commercial partner in a new process to recover the electrolyte in a lithium-ion cell" @Mith_ on X 2025-07-16 13:45:53 UTC 1681 followers, XXX engagements
"For those looking for a company actually producing LFP cells in the United States there is DragonFly Energy $DFLI. They specialize in house batteries for off-grid and RV use. While DragonFly is small compared to LG and Tesla they are a domestic producer and their Battle Born line of batteries is considered the standard against which other LFP batteries are compared. I would actually love to get my hands on a few of them. However personally I invest in the supply chain not manufacturers and have no stake in them but I was asked about manufacturers that are not the big boys" @Mith_ on X 2025-07-17 19:24:07 UTC 1680 followers, 1324 engagements
"This is the story behind $ABAT revenue cue the bass-heavy Behind the Music theme song. They are technically still a startup that invented and developed a method to create black mass from lithium-ion batteries by leveraging the cells natural tendency to partially pre-treat themselves. Their process causes the cells to short circuit generating heat that breaks down the metals and the compounds binding them together while preventing ignition. This technology is new so it did not work perfectly at the start. It took over a year to generate even a small amount of revenue with a negative margin of" @Mith_ on X 2025-07-18 20:31:17 UTC 1681 followers, 1349 engagements
"One of my favorite things in life is going for a long walk with Abe after it has rained all night. #bulldog #abe" @Mith_ on X 2025-07-19 14:21:48 UTC 1681 followers, XXX engagements
"This is false. Currently any commercial-scale production of battery-grade materials from primary or secondary sources is limited to lithium with Rio Tinto and Albemarle as the main producers. For the transition metals there is no real domestic production. If I had to guess Tesla likely has the largest production capacity in North America based on the numbers from their recycling program. Most primary production still takes place overseas so if there is any battery-grade output in the United States it is from secondary sources and well below the levels produced by China. $ABAT is one potential" @Mith_ on X 2025-07-17 18:49:38 UTC 1680 followers, 1249 engagements
"@eV_Newt @Johncon11399730 @AdrianRamsay @UKLabour @slateauto What do you expect from a person that posted this" @Mith_ on X 2025-07-18 19:37:36 UTC 1683 followers, XX engagements
"The five years I have been in the stock I have seen price estimates ranging from $XXXX to $XXX. My estimate is that until we receive a press release confirming a lithium-ion cell has rolled off a production line using material from $ABAT any long term price prediction is pointless. Short term not even going there" @Mith_ on X 2025-07-23 15:04:10 UTC 1683 followers, 1018 engagements
"This post covers two topics I have written about before. China has been overprocessing lithium precursors each year adding to the supply glut while also stockpiling concentrates to release when prices rise. This strategy has kept prices low but the long-term effects are now adversely affecting Chinese based firms. China faces a clear case of overcapacity. Despite steady growth in the lithium sector production growth from mines has been deliberately limited to around XX% while demand has increased between XX% and 29%. This imbalance should push prices up but the opposite has occurred. Each" @Mith_ on X 2025-07-23 14:59:17 UTC 1680 followers, XX engagements
"I knew the second I saw this bait and switch headline that I would get a few questions about it. RecycLiCo Partners with Lucid to Strengthen North American Domestic Supply Chain for Critical Minerals and Metals What has actually happened is RecycLiCo has joined a trade association with the goal of securing a domestic supply chain for lithium-ion cells. They do not have a commercial partnership with Lucid. Can this help the company Most definitely but this ties back to one of the problems this company has had and is a recurring theme in the critical minerals industry: the bait and switch" @Mith_ on X 2025-07-23 15:45:02 UTC 1683 followers, XXX engagements
"Dilution seems to be the magic word this morning. Saw a screenshot of one person who asked when will they start diluting again. In the past @abt_company has had toxic and unchecked dilution. The way the Dougs used the company as a cash machine still sours my stomach. After the change of the guard that somewhat changed and it went from a cash machine to needing capital for growth and projects. I have no problem with them diluting as long as there is clear progress associated with that dilution that is shared with investors. Sadly there is never any clear progress at least not progress that is" @Mith_ on X 2025-07-23 16:38:26 UTC 1681 followers, XXX engagements
"In the past he has talked about co-location for $ABAT as being adjacent or on the same property as well. If you look at the BASF facility in Greenville area there is a huge vacant lot behind their site. So that is a possibility there is a lot of industrial parks in that area and land is cheap. But at the same time they could find a brownfiled site which would be a heck of a lot cheaper and easier to permit" @Mith_ on X 2025-07-23 18:30:21 UTC 1681 followers, XXX engagements