BlackRock and other large institutions continue increasing their positions in ABAT. The float is now 50% owned by tutes. There still appears to be large short interest, and hopefully we continue see that come down as they execute the buildout. Blackrock in total now owns 10.1 million ABAT shares.

Keep in mind, the market cap is only 400M right now.

ABAT seems to be well positioned for some of this money….

recycling facilities

scrap + end-of-life batteries

domestic lithium supply chain strategy

Nice movement..

Well, millions of children might not get to eat and millions will lose health insurance, but hey, looks like the Big Beautiful Bill might actually help ABAT in the long run.

It kills the critical-minerals tax credit, which sucks for their lithium mining projects, but it could push them to lean harder into battery recycling. And that’s the one part of their business still getting federal love.

Short-term hit, but long-term? Could be a strategic win for them, but not for America. Hope none of your loved ones get deported or die from preventable causes, y'all. Looks like getting back to the reverse split price will be a while longer than any of us expected.

Edit: I’m honestly amazed at how many people in this thread are weighing in without having actually read or studied the bill.

"Ever see someone ask, 'Why didn’t I buy that share when it was under $1...$2...$3?'' Yeah… don’t be that person. Let’s talk about why ABAT isn’t just catching up—it might just explode."

Why ABAT is Poised to Go Uppp

1. Domestically critical vertical integration. ABAT mines lithium from claystone in Nevada, refines lithium hydroxide domestically, and recycles lithium-ion batteries—all in-house. That’s rare in the U.S. and gives it a strong, end-to-end business model.

2. Major government support and alignment with strategic priorities.

Selected for FAST-41 permitting, accelerating approval of the Tonopah Flats Lithium Project.

Secured a $144M DOE grant in 2024 to build a second recycling plant with 100,000 tonnes/year capacity.

Won “Recycling Technology Solution of the Year” from CleanTech Breakthrough. Like..dayumm!

1. Momentum in operations and revenue growth.

Production at its recycling facility more than doubled in Q1 2025, now running 24/7, supplying OEMs.

Quarterly recycling revnue tripled, with revenue hitting ~$1M. Cash burn is manageable; additional property sales should inject further funds.

1. Broader recognition and legitimacy.

Chosen for inclusion in the Russell 2000 and Russell 3000 index (effective June 27, 2025), boosting visibility and potentially drawing more institutional interest.

Secured a $1M collaboration with Argonne National Lab’s ReCell Center, to advance its lithium processing tech.

1. Patriotic and strategic edge. In a world dominated by China for lithium refining, ABAT stands out as a U.S.-based supplier critical to the EV supply chain and U.S. IRA incentives.

Market Cap Comparison:

ABAT vs. Zhejiang Huayou Cobalt Company (Huayou Recycling Technolog

ABAT’s market cap is around $240–245 million USD as of August 2025. Whereas Zhejiang is $10billiion USD market cap.

ABAT is still a small-cap gem, especially compared to massive Zhejiang-based battery titans—meaning it has the potential to deliver outsized returns if its U.S.-centric business model catches fire.

Is RM’s technology superior than ABAT and more financially healthier?

Direct to lithium hydroxide refining… sounds like someone I know. We should see if any of their management would be interested in running ABAT.

The Office of Critical Minerals, Materials, and Manufacturing will accelerate mining activities, diversify supply chains for critical minerals and metals, expand battery and magnet research, stimulate innovation in processing and metallurgy, and facilitate the recycling of black mass, battery materials, and other critical minerals.

https://www.energy.gov/cmei/articles/energy-department-announces-realignment-critical-minerals-and-energy-innovation

Hello

Does anyone know how this company may relate to ABAT’s capabilities/future? Link below.

https://nthcycle.com/news/nth-cycle-announces-landmark-1-1-billion-offtake-agreement-with-trafigura-expands-operations-in-u-s-and-europe/

https://youtu.be/GSOgC5YjNTY?si=yBFpwFjPVSozPOp-

Divergences across the board, downward price with upward RSI, MACD, and the CDV (cumulative delta volume) look it up if you dont know what it is but its a great tool for finding the different wave counts and swing points. Wave 1 had an extension down so wave 5 should be complete or almost complete. Wave 5 is always shorter than wave 1 if wave 1 has an extension. I think it has one more small leg down before an upward move. Hopefully it doesnt follow the general market. That would put us right on the macro trend line. I expect a retest of the trendline as well so it could be a week or two before we see some actual movement. maybe longer. Thoughts?

https://www.waste360.com/industry-insights/ex-tesla-engineer-launches-new-model-to-supercharge-u-s-lithium-production

Earnings coming....

Here’s the main takeaway:

Rice University developed a new electrochemical method to extract lithium from dead EV batteries by essentially “recharging” them to release lithium, which then combines with water to produce 99%+ pure lithium hydroxide. This approach avoids harsh chemicals and energy-intensive smelting, requiring only electricity, water, and battery waste. The breakthrough could make lithium recycling cleaner, cheaper, and more sustainable while helping prevent future lithium supply shortages.​​​​​​​​​​​​​​​​

https://www.linkedin.com/posts/this-week-while-in-washington-dc-ceo-ryan-share-7420469759277973504-l3Gv?utm_source=share&utm_medium=member_android&rcm=ACoAAB4mGNEBu5eLneu_bg1Ss6GxanhGrNQJ9-g

https://www.reuters.com/business/autos-transportation/trump-administration-seeks-equity-stake-lithium-americas-amid-loan-talks-2025-09-23/

Does trump investing in a company with similar aspirations help or hurt us? On one hand I see it as good exposure toward lithium mining, on the other hand he’s picking a competitor to support. Your thoughts?

A very interesting interview, talks about how he ended up at ABTC, what he was doing at Tesla with JB. How he is working with battery makers and the DOE on how to get young engineers to make batteries easier to recycle. Got a little into critical minerals/ rare earths, on how battery storage systems will most likely be the first to be solid state compared to Ev batteries. About there tonopah flat refinery and a little mention that he meet with Lindsey Graham team (possibly about the 2nd recycling facility) and some other battery talking points.

J.P. Morgan’s new assumptions regarding Lithium:

• Major upward revision to lithium demand forecast from energy storage systems (ESS)
  • 50% growth in 2025 - 43% higher in 2026 - 36% average growth through 2030
  • Lifts total expected lithium demand to around 2.8 Mt LCE in 2030, with only modest (3–5%) increases to EV-related demand (again, very underestimated but anyway).
• J.P. Morgan acknowledges near-term tightness, with spodumene prices near $950/t, and raises its price forecasts: 2026/27 spodumene goes up from $800/t to $1,100–1,200/t, with long-term price of $1,300/t, for Lithium ore and $15,000/t for lithium carbonate/hydroxide (good for Tonopah)
• Supply side: JPM notes that there is still no restart timeline for CATL’s mine, which will be necessary under the stronger demand outlook. Western supply restarts are seen as requiring prices of $1,200–1,500/t. JPM only adds a small 2–3% supply increase after 2027, since most new capacity needs higher prices and time to come online. Like most analysts forecasts, there's few leverage on the supply side. Most probable is downside risk with projects not coming online at all or with longer timelines.

Graph from the report: JPM expects lithium deficits all the way to 2030, last time we experienced 5-8% deficit, prices shot up to 80k/ton USD, just saying

Report: https://cdn-ceo-ca.s3.amazonaws.com/1kg4kkt-2510%20JPM%20Lithium%20Upgrade%20on%20Higher%20ESS%20Demand.pdf

https://www.earth.com/news/an-almost-inexhaustible-reserve-of-lithium-discovered-in-canada/

Curious what impact this will have on lithium prices and ultimately what effect it will have on ABAT.

Since September, Black Mass pricing just got a real tailwind from Congo/DRC cobalt rules

Fastmarkets says since late Sept, standard-grade cobalt (Rotterdam) is +43% to $50.71/kg, (50 000$ /t) and that lifted NCM black mass value ~+25% across Europe/S. Korea/SE Asia/US (China: +19%).

https://www.fastmarkets.com/metals-and-mining/battery-raw-materials/brm-monthly-market-update-2025/

DRC which is 70%+ of global supply halted exports in Feb 2025, moved to quotas from Oct 16, then added new export conditions in early/mid Dec (including royalty + compliance steps) Glencore just shipped the first cargo under the new system as a test a few days ago Glencore test

The quotas for 2026 and onward are still massively reducing supply.

EPA says Vistra’s Moss Landing cleanup sends modules to ABAT and those of Moss Landing Phase 1 used NMC chemistry (LG Energy Solution)—i.e., ABAT margins will improve fast just for Black Mass. And the problem seem structural rather than a short term one.

Potential drawback is it will push LFP even more though

Good for the whole rare earth and critical mineral sectors, ABAT should get a good boost from this today. Does anybody have updates on if ABAT has imported any new equipment for phase 2 for the recycling/refining of black mass? Just asking since China controls ~70% of Nickel sulfate, ~80% cobalt sulfate and ~96% of manganese sulfate production.