Rock Tech Lithium: Expansion in North America
Rock Tech Lithium is rapidly advancing the development of an independent Western lithium supply chain. The company is pursuing an integrated “mine-to-converter” strategy that combines its own lithium deposits with state-of-the-art processing facilities. The goal is to directly supply battery manufacturers in Europe and North America with battery-grade lithium hydroxide in the future. Given the rising global demand for battery raw materials and political efforts to reduce dependence on Chinese supply chains, this business model opens up significant growth potential.
Rock Tech is now setting the course for expansion, particularly in its North American operations. With the option agreement for the Victory Project, the company is expanding its Ontario portfolio to include another promising lithium exploration area. The 9,875-hectare property complements the Georgia Lake project and could become an additional source of raw materials for the planned lithium converter in Red Rock. Thanks to its proximity to the Trans-Canada Highway and the CPKC rail line, the project benefits from excellent infrastructure, which could reduce development and logistics costs in the long term.
The acquisition underscores the strategic approach of establishing a comprehensive regional lithium platform in Ontario. Rock Tech is thereby strengthening its North American value chain from raw materials to processing, creating additional flexibility for future supply to the battery, electric vehicle, and defence sectors.
At the same time, Rock Tech is consistently advancing its existing projects. At the Georgia Lake project, new ore sorting technologies could significantly improve profitability. Pilot tests show that ore quality can be noticeably improved and investment costs for processing can be reduced by up to 50%.
The company’s strategic value is also growing in Europe. The planned converter in Guben has been classified as a strategic project by the European Union. Together with Red Rock, this is creating a transatlantic production network that could position Rock Tech as a key component of an independent Western lithium supply chain. This potential has also convinced analysts at First Berlin, who recently raised their price target significantly from CAD 2.40 to CAD 3.90. The share is currently trading at around CAD 0.80.
Atlas Lithium: Progress on the Neves Project
Atlas Lithium has commissioned the local engineering firm Alfa Engenharia to build its processing facilities as part of the Neves project in Brazil. The external service provider is responsible for the complete installation of the production facility. This includes all mechanical and electrical work, as well as the installation of control systems. The plant’s components were manufactured in advance in South Africa to Atlas Lithium’s specific specifications and subsequently shipped to the South American site.
According to the company, the contractually fixed costs for this assembly work are within the previously calculated financial estimates or even below them. Once in regular operation, the facility aims to produce approximately 146,000 metric tonnes of lithium concentrate per year. For mining and processing, company management anticipates operating expenses of USD 489 per metric tonne ex-mine. This cost structure provides the company with a solid foundation for future sales on the commodities market.
Regarding local opposition, the group also resolved a legal dispute in Brazil. An NGO had initiated legal action against the mining company in late summer 2025. The plaintiffs criticized the failure to properly involve a local indigenous community in the process before a planned project expansion. Both sides have now reached a court-approved compromise. Under this agreement, the previous information process is officially recognized as valid. In return, Atlas Lithium committed to providing the affected community with selected tangible assets following the official start of raw material extraction, including, among other things, heavy construction equipment such as a bulldozer. This legal resolution eliminated an administrative delay in the permitting process.
Ganfeng Lithium: Progress in Solid-State Battery Energy Storage
Ganfeng Lithium is one of the world’s leading producers of lithium. It covers nearly the entire value chain, from raw material extraction and processing to the manufacture of battery materials and recycling. The Chinese company holds stakes in numerous lithium projects in Australia, Argentina, Mali, and China and supplies leading battery and automotive manufacturers. With its global presence and focus on electric mobility, Ganfeng is a key player in the international lithium industry.
In addition to further developing its energy storage systems, Ganfeng has now announced the start of pilot production of a new type of battery cell. The system is a lithium-metal solid-state battery with a capacity of 10 ampere-hours. This new development is characterized by a high specific energy of 500 watt-hours per kilogram.
In addition to this new product generation, the operating company has made progress in extending the service life of an existing technology platform that features an energy density of 400 watt-hours per kg. The focus here is on optimizing cycle stability to ensure the durability of the storage systems for future use.
In parallel with these advances in cell development, the Ganfeng LiEnergy division is expanding its business activities in the field of large-scale energy storage. At a trade show in Asia, the company agreed to partnerships for future storage projects with a total capacity of over 30 gigawatt-hours. To further expand its presence in the European market, the manufacturer is also presenting its current portfolio at Intersolar Europe, which covers the entire life cycle from cell production to eventual recycling.
A key focus here is a new container-based storage system with a total capacity of 6.26 megawatt-hours, which is based on large-format battery cells. Thanks to its compact design, the required installation area is reduced by nearly one-third. At the same time, the calculated energy storage costs drop by more than one-fifth, while efficiency stands at 96.5%.
For integration with photovoltaic systems, the company also offers a specialized cell that, thanks to modified cathode structures, has a lifespan of up to 15,000 charge cycles. The company, which is internationally classified as a Tier 1 manufacturer, is already operating large-scale projects in countries such as the United Kingdom, Germany, and Argentina.
Rock Tech Lithium is systematically building an independent Western lithium value chain and could benefit significantly from the growing demand for battery raw materials. Atlas Lithium is making operational progress with the Neves project and has resolved a major legal uncertainty. Ganfeng Lithium is reinforcing its technological leadership with advances in solid-state batteries and energy storage, thereby strengthening its position in the global battery market.
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