Justin Brown

#EV sales are surging globally and taking market share from traditional fuels. Is this a continuation of a long term trend or just a short term reaction to the Iran war? Either way, it adds demand to a strengthening #battery market driven by multiple sectors including EVs and #BESS. #Manganese is a key raw material in all cases…

Great article about the emergence of #Lithium Iron #Manganese Phosphate (#LMFP) #battery chemistries as the emerging standard in #batteries for both transportation and grid storage. #LMFP hits the sweet spot for cost, performance and safety, three key decision drivers in technology selection for OEMs. #LMFP commercial production is ramping up and becoming a dominant player. Great for battery grade manganese demand. Enjoy! autonews.gasgoo.com/articles/news/…

. @Element25Ltd (#ASX: #E25) is rated BUY by Petra Capital with a $1.73 price target, implying ~𝟰𝟱𝟴% 𝘂𝗽𝘀𝗶𝗱𝗲 𝘁𝗼 𝘁𝗵𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝘀𝗵𝗮𝗿𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗳 $𝟬.𝟯𝟭. Petra highlights that the company is progressing toward development at its 100%-owned, fully permitted Butcherbird #Manganese Project, with engineering work advancing, long lead items being ordered and key contracts under negotiation. Subject to funding and a final investment decision, E25 is targeting first production in March 2027. The report notes ongoing discussions to finalise offtake for 1.1Mtpa of manganese concentrate, with Petra pointing to the product’s quality as a key advantage for smelters. With most of the funding already secured and only around $20M remaining, the company is nearing a key inflection point. Petra also sees broader support from the market, noting that “declining supply and strong demand set to lift manganese prices”, particularly as battery chemistries increasingly incorporate manganese, positioning Butcherbird to benefit as the market strengthens. #Investors #Stockstowatch #SmallCaps

@k311126 Hah! Fair point but it’s called an energy transition for a reason. We are not there yet but it is happening.

@JustinCB70 made by manganese mine run by diesel or ev ? 😉

According to the Australian Financial Review, #Battery Electric Vehicles (#BEVs) hit a record 11.8 per cent share of new car sales in February. Sales are expected to surge further as oil prices bite into household budgets. The fragility of the oil based economy is in stark display. Australia in particular is uniquely exposed and also uniquely positioned to continue the transition to alternative energy sources. Electrification, electric vehicles, #manganese rich #batteries. afr.com/policy/energy-…

@k311126 More #manganese than petroleum in my glasses Sam 😉

@JustinCB70 Your glasses are made from petroleum products so you might want to stop wearing them given the fragile oil base economy?

Over the past week: • Battery-grade manganese sulphate prices firmed as Chinese cathode plants ramped after Lunar New Year. • Cathode precursor prices (Ni-Co-Mn) moved higher as production restarted. • Manganese ore prices continue trending up, now ~9% higher YoY. Meanwhile, forecasts suggest HPMSM may shift from surplus toward shortage in 2026 as EV demand grows and supply expansion lags. Steel still dominates manganese demand today — but the battery market is the secondary driver, and that’s where the growth is. The market may be starting to notice. #Manganese #BatteryMetals #EVBatteries #CriticalMinerals #EnergyTransition #BatterySupplyChain

#Lithium ion #battery-grade #manganese prices surge amid unexpected Q1 tightness - China’s battery-grade #manganese sulphate prices in China continued to rally in January, with prices firming throughout the month. Markets are tighter than expected due to strong demand and according to FastMarkets, production in China has ramped up to meet strong demand, with higher-cost processing sites entering the market…

China’s automakers achieve the important 500 Wh/kg (>1,000km range) milestone with #lithium #manganese rich solid state #battery technology. A world first which continues the drive to higher performance, improved safety and lower costs using high #manganese cells. These #batteries need up to 10X the amount of #manganese compared to the older #NMC technologies. Might need more #HPMSM 🤔! interestingengineering.com/transportation…

The Financial Times today reports that General Motors is advancing lithium #manganese-rich (#LMR) #battery chemistry as a commercial EV solution targeted around 2028. The strategy is designed to drive cost-reduction and supply-security with #manganese being cheaper and more abundant than #nickel and #cobalt, resulting in less exposure to geopolitical concentration risk, and lowering costs. General Motors is partnering with Element 25 to bring #manganese refining to the USA.

The European Union, the United States and Japan are now taking significant steps towards increasing their economic security and national security by jointly enhancing resilience in critical minerals supply chains… The strategy is continuing to spread globally. Read the press release here… ec.europa.eu/commission/pre…

US proposes critical minerals trade bloc aimed at countering China’s dominance. This will further support the development of critical mineral supply chains for Australian minerals into aligned countries including #battery grade high purity #manganese made in the US from #Australian #manganese ore. Another strong step towards critical mineral supply chain diversification to allow future facing technologies to flourish without price manipulation. reuters.com/world/china/us… US proposes critical minerals trade bloc aimed at countering China | Reuters

US$12B Critical Minerals stockpile gets the green light from the trump administration. Targeted at breaking China’s monopoly on key industrial inputs. Geopolitics remains a key driver in the Critical Minerals space, including high purity #manganese (#HPMSM). reuters.com/world/china/tr…

This is a really interesting #battery technology and it’s just around the corner with commercial availability slated for 2027! It’s for stationary storage not EVs, which is another fast growing market segment. #Manganese (#HPMSM) is once again selected for its cost and #sustainability advantages over other chemistries such as #nickel or #cobalt based #batteries. Check it out - the transition continues! pv-magazine.com/2026/01/15/ges…

According to Benchmark Minerals Intelligence, global electric vehicle sales reached 20.7 million units in 2025, up 20% year on year, with 2.1 million vehicles sold in December alone! More #EVs = more #lithium-ion #batteries = more #manganese (#HPMSM)… Big year!

Bloomberg NEF reports global #Lithium-Ion #Battery Pack Prices Fall to Record Low of $108/kWh down 8% from 2024.

UK #Electric Vehicle (#BEV, #HEV, #hybrid) sales surge to over 2M vehicles taking market share to over 23% despite broader market headwinds according to the Society of Motor Manufacturers. The trend continues… Demand for #battery raw materials including #manganese remains robust… smmt.co.uk/uk-new-car-mar…

Despite policy headwinds in the short term, Bloomberg still expects a solid 12% growth in global #bbvipks4 EV sales for 2026 before a recovery in sales growth in 2027 and 2028. Not bad if that’s a tough year! In the background, the transition to high #manganese #cathode chemistries will be a demand multiplier for high purity #manganese sulfate (#HPMSM). Plenty to smile about for #battery grade #manganese!

The new MG4 “Anxin” edition from MG is a low priced #EV destined for Australian showrooms in 2026 which uses a semi solid state #manganese-based #lithium-ion #battery pack. Another step towards high #manganese #cathode chemistries to solve the critical mineral supply crisis as the world continues to electrify. Exciting times! carexpert.com.au/car-news/mg4-t…