Firebird Metals

From Concentrate to Cathode | Advanced Manganese Materials for Next‑Gen Lithium-ion Batteries $FRB

[Firebird Metals @AsxFrb]

GM’s next EV platform will launch only on lithium manganese-rich (LMR) cells.

More manganese, less nickel and cobalt, first vehicles 2028.

$FRB’s LMR program is built for this generation of cathode.

https://t.co/GWdyqrZdHp

[Firebird Metals @AsxFrb]

⚡ The September Monthly Spark is out.

Manganese ore from $FRB 100%-owned Oakover Project is now the first feedstock for the Australian Demonstration Plant.

Australian ore, Australian processing, Australian-made battery materials.

Subscribe: https://t.co/9qub4Cd8f8 $FRB.ax

[Firebird Metals @AsxFrb]

Watch $FRB.ax CEO Ron Mitchell discuss the significance of achieving 99.999% Ultra-High-Purity Manganese Sulphate production.

Full ASX announcement: https://t.co/Y1o2nWEStb $FRB

[Firebird Metals @AsxFrb]

We look forward to joining researchers, manufacturers, recyclers and government in discussing how WA can build a sovereign battery materials supply chain. $FRB $FRB.ax

[Firebird Metals @AsxFrb]

$FRB is presenting at WA Battery Day 2026, hosted by @EdithCowanUni on 29 Oct.

$FRB.ax

[Firebird Metals @AsxFrb]

The ADP in Osborne Park, supported by @arenagovau’s Battery Breakthrough Initiative, is designed to demonstrate an integrated pathway from manganese concentrate through to high-purity manganese sulphate, precursor and cathode active materials, in WA. $FRB $FRB.ax

[Firebird Metals @AsxFrb]

Low cost. High energy density. And now a 2028 EV target from @GM.

Manganese-based batteries are moving from theory to production, and that's the space $FRB works in.

Read the full article here: https://t.co/LYworYhCk9 $FRB.ax

[Firebird Metals @AsxFrb]

$FRB 1st manganese feedstock has been prepared for our Australian Demonstration Plant, using ore from our Oakover project in WA.

ADP commissioning is on track for Q4 CY2026.

Full announcement: https://t.co/DmOfNkj18J $FRB.ax

[Discovery Alert @DiscoveryAlert]

First Oakover feedstock prepared for @asxfrb ADP ahead of October technical program $FRB

https://t.co/aUJuZTRIAF

[Discovery Alert @DiscoveryAlert]

First ADP container clears customs ahead of schedule as @asxfrb sails to Fremantle in October $FRB

https://t.co/T5SFsvPHgt

[KapitaList @KapitaListAU]

Firebird has moved from proving the process to proving the product.

$FRB Firebird Metals join KapitaList to unpack what Q1 2027 customer qualification could unlock, where manganese demand is heading & the key catalysts over the next 6–12 months.

@AsxFrb

#ASX #Manganese #BatteryMaterials #Investing

[KapitaList @KapitaListAU]

Firebird has gone from manganese resource to battery material.

$FRB Firebird Metals join KapitaList to unpack what its LMR benchmark result means, what still needs to be proven commercially & why an integrated manganese-to-cathode process is significant.

@AsxFrb

#ASX #Manganese #Batteries #Investing

[Firebird Metals @AsxFrb]

📹 Ken Hoffman on the demand story.

Our special adviser was in Australia last week with $FRB CEO Ron Mitchell on why battery demand keeps outstripping forecasts, what it means for lithium prices + why high manganese cathodes are winning.

▶️ https://t.co/EuzCeFHMbp

[Firebird Metals @AsxFrb]

"The only way to do it is to look at the next generation."

$FRB CEO Ron Mitchell on the opening panel at the Argus Australia Critical Minerals Forum in Perth: Australia doesn't win by chasing China on today's battery chemistries.

Read more: https://t.co/rZEV6eIwfl $FRB.ax

[Firebird Metals @AsxFrb]

Manganese was front and centre. $FRB $FRB.ax

[Firebird Metals @AsxFrb]

$FRB CEO Ron Mitchell on the opening panel at the @ArgusMedia Australia Critical Minerals Forum in Perth yesterday, with ASM CFO Stephen Motteram and AMEC CEO Warren Pearce.

Manganese, battery materials and Australia's role in the energy transition.

[Caldera House @CalderaHouse]

$FRB special advisor Ken Hoffman was in Oz this last week providing context around the world’s insatiable appetite for energy and what that means for battery storage and critical minerals demand.

@mattmichaelOG showing some great Aussie hospitality.

Must watch: https://t.co/CRNz0CKinh

[LEVRD Matty @mattmichaelOG]

Ken Hoffman called the lithium bottom before the market did. Ten months on, Chinese carbonate has gone from CNY 61,000 a tonne to CNY 148,000, copper has printed a record US$14,455, and the demand engine driving all of it — stationary storage — is one almost nobody had in their models three years ago.

Youtube - https://t.co/dtvnpQrb6P

Spotify - https://t.co/GNJrUem8kb

What we covered:

- Why he called the lithium bottom early, and what was in the data everyone else skipped past

- Whether "chaos is the opportunity" still holds, or is now destroying more value than it creates

- Stationary storage overtaking EV batteries — does the crossover still happen this decade?

- China's two big policy moves on storage, and which one actually matters for lithium demand

- The Chinese "emergency order" for backup batteries — where that number comes from, and what's contracted

- Data-centre storage as a separate demand vector, or the industry double-counting the same megawatt-hours

- Where the next demand surprise comes from after storage
Lithium at CNY 148,000 — a pause in a bull market, or the front edge of the next supply response

- Bald Hill, Finniss and Jianxiawo restarting, and what's different from the 2023–25 glut

- Zimbabwe's export ban and whether the Indonesian nickel playbook transfers to lithium

- His own forecasting record, and the systematic bias in demand modelling

- Where new lithium supply gets built at US$18,000 a tonne without a government cheque

- Copper's record run, and the correction he called that never came
AI data centres versus Grasberg and El Teniente — narrative or genuine structural loss

- What a coherent US copper strategy would actually look like

- Rare earths and the US$110 NdPr price floor — who is absorbing the gap

- China's grip on refined NdPr and heavy rare earth separation, and what the West can realistically shift

- The anode duties that never issued, and whether the US has quietly conceded anodes for this cycle

- China's graphite and battery-equipment export controls, and what happens when the suspension expires in November

- Manganese, LMFP, and what has to happen for that thesis to pay (including his Firebird Metals advisory role)

- Why he's not a believer in sodium-ion, and what would change his mind

- The material with the strongest demand outlook and the thinnest pipeline

- Separating the West's mining problem from its refining problem

#Lithium #BatteryMetals #CriticalMinerals #Copper #RareEarths #EnergyStorage #BESS #ASX #Mining #Nickel #Cobalt #Manganese #LFP #LMFP #SodiumIon #EVs #Graphite #SupplyChain #Commodities #MiningInvestment

[Firebird Metals @AsxFrb]

Critical material demand from loitering and munition drones: 246% CAGR since the start of the Russia-Ukraine war.

Li-ion is 11% of drone weight. @theprojectblue expects commercial VTOL to take 50% of UAV battery demand by 2030.

https://t.co/PIAvprQQfZ

$FRB.ax $FRB