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Gevo, Inc. (NASDAQ: GEVO) delivered a major earnings surprise for the third quarter of 2025, posting results that exceeded Wall Street expectations and highlighted a sharp turnaround in its financial performance.

Record Revenue Growth and Strong Financial Recovery

For Q3 2025, Gevo reported revenues of $43.6 million, far above analyst forecasts of $37.03 million, and a dramatic increase from about $2 million during the same period last year. The company’s earnings per share (EPS) came in at a loss of $0.03, beating the expected loss of $0.04.

Most notably, Gevo achieved a positive adjusted EBITDA of $6.7 million, marking its second consecutive quarter of profitability. This was a major improvement compared to a loss of $16.7 million a year ago, reflecting improving operational efficiency and higher cash flow from its facilities.

The company ended the quarter with $108 million in cash, ensuring a strong liquidity position as it continues investing in growth projects.

gevo earnings
Source: Gevo

North Dakota Facility Powers Carbon and Ethanol Gains

Gevo’s North Dakota operations were the cornerstone of its quarterly success, contributing $12.3 million in operational income. This performance was driven by efficient low-carbon ethanol production, carbon sequestration, and robust sales of clean fuel and voluntary carbon credits.

During the quarter, the site achieved several operational milestones:

  • Produced 17 million gallons of low-carbon ethanol
  • Generated 46,000 tons of protein and corn oil co-products
  • Sequestered 42,000 tons of carbon dioxide
  • Produced 92,000 MMBtu of renewable natural gas (RNG)

Gevo’s Carbon Capture and Sequestration (CCS) system has now stored over 560,000 metric tons of CO₂ since its launch in June 2022, making it the world’s first ethanol dry mill to achieve commercial-scale carbon storage.

The company also capitalized on Section 45Z Clean Fuel Production Credits (CFPCs), selling all its remaining 2025 credits worth $30 million, bringing total CFPC sales for the year to $52 million. This reflects Gevo’s ability to monetize carbon-linked incentives effectively.

Carbon Credit Expansion Strengthens Revenue Mix

Gevo is rapidly scaling its carbon revenue streams. In Q3 2025, the company signed a multi-year offtake agreement expected to generate around $26 million in Carbon Dioxide Removal (CDR) credit sales over five years, with the potential to increase volumes.

By the end of 2025, Gevo expects carbon co-product sales to grow to $3–5 million, up from $1 million in Q2. The company projects that long-term annual carbon revenues could exceed $30 million as it optimizes its carbon accounting and trading systems.

Gevo’s carbon credits are certified under the Puro.Earth standard, ensuring over 1,000 years of permanence, among the most durable forms of carbon removal on the market. Its customers include Nasdaq and Biorecro, signaling growing confidence from corporate buyers in Gevo’s durable carbon removal capabilities.

This dual-income approach, combining low-carbon fuel sales with carbon credit monetization, strengthens Gevo’s position in both the voluntary and compliance carbon markets.

gevo carbon credits
Source: Gevo

Strategic Focus on Sustainable Aviation Fuel (SAF)

Sustainable Aviation Fuel (SAF) is the main pillar of Gevo’s long-term strategy. Through its proprietary Alcohol-to-Jet (ATJ) technology, the company converts renewable ethanol into low-carbon jet fuel, helping airlines decarbonize air travel.

Gevo plans a Final Investment Decision (FID) by mid-2026 for its upcoming ATJ-30 plant, a project designed to scale synthetic SAF production at its North Dakota site. Once completed, the plant could play a central role in meeting the aviation sector’s growing SAF demand.

SAF Market Forecast

The global SAF market is expanding rapidly. In 2025, the market was valued at about $2.25 billion but is forecasted to soar to $134.57 billion by 2034, growing at a CAGR of over 57 percent, according to industry estimates. This surge is driven by regulatory mandates, green aviation goals, and policies like the U.S. Inflation Reduction Act and the EU’s ReFuelEU Aviation Initiative.

SAF market

Gevo’s integrated approach linking SAF production, ethanol output, and carbon monetization aligns perfectly with the industry’s transition toward net-zero aviation. As the company scales ethanol production to 75 million gallons annually, it expects a substantial boost in SAF output and carbon credit revenues.

Carbon Capture and Policy Incentives Drive Future Growth

The company capitalizes on the intersection of clean fuel policy, carbon markets, and technology innovation. By sequestering carbon at its ethanol facilities, the company captures and sells verified carbon credits while also producing renewable fuels that qualify for federal incentives.

With growing policy support and rising carbon prices, Gevo is positioned to benefit from both market-based carbon trading and tax credit monetization. The Section 45Z clean fuel credits, in particular, provide strong financial incentives that enhance the company’s margins and encourage further expansion.

As governments tighten emission standards and airlines commit to net-zero targets by 2050, the demand for SAF and durable carbon credits will continue to rise. Gevo’s technology and operations are built to meet this challenge while maintaining commercial viability.

Investor Confidence and Stock Performance

Following its strong Q3 2025 results, Gevo’s stock rose over 4 percent in after-hours trading, reflecting investor confidence in the company’s growth trajectory. The stock trades around $2.12 per share with a market capitalization of about $513 million.

Investors are increasingly viewing Gevo as a clean-energy growth stock, citing:

  • Consistent revenue growth and improving EBITDA margins
  • Clear strategic direction toward SAF and carbon capture
  • Effective monetization of clean fuel tax credits and carbon offsets

The company’s solid balance sheet, strong policy tailwinds, and successful operational execution position it favorably within the renewable hydrocarbon fuels market.

gevo stock
Source: Yahoo Finance

Gevo’s Role in the Green Aviation Future

The aviation sector targets a 65% reduction in emissions through SAF by 2050.  And companies like Gevo will play a critical role in meeting that goal. Its ATJ technology, carbon sequestration systems, and integration with carbon markets make it one of the few clean fuel developers with a fully circular carbon strategy.

Significantly, its North Dakota operations serve as a blueprint for carbon-negative fuel production, proving that decarbonization and profitability can coexist. With expansion plans for 2026 and beyond, the company is well-positioned to scale both its fuel and carbon businesses.

The post Gevo’s Q3 2025 Earnings Fuel Optimism for Its SAF and Carbon Credit Growth Strategy appeared first on Carbon Credits.

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From Now to 2060: How Canada’s SMRs and Maritime Nuclear Power Will Drive a Net-Zero Future

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canada nuclear

According to DNV’s 2025 Energy Transition Outlook, North America is on a slow but steady path toward a low-carbon future. The forecast shows fossil fuels will fall from 72% of final energy demand in 2024 to 45% by 2050, and further to 31% by 2060.

While the U.S. has seen policy shifts and slower progress due to changing political priorities, Canada’s energy policies remain relatively stable. Together, the two nations continue to move toward decarbonization, driven by clean technology investments and rising public support for sustainable energy.

fossil fuel North America
Source: DNV report

U.S. Faces Fuel Security and Supply Chain Hurdles

The U.S. nuclear sector faces a different challenge — fuel dependency. As of 2023, the U.S. imported 99% of its uranium, with nearly one-third sourced from Russia, Uzbekistan, and Kazakhstan — countries with complicated diplomatic relations.

Developing a domestic nuclear fuel production capability has become a priority. The DOE is investing in research to expand uranium mining, enrichment, and HALEU production. These efforts are crucial for the future success of the SMR program and national energy security.

Until SMRs become commercially viable in the early 2030s, U.S. nuclear capacity growth will primarily come from reactor life extensions and the reopening of mothballed plants, such as Three Mile Island in Pennsylvania.

Nuclear Power Boost and Support Across the Continent

In this backdrop, nuclear power is enjoying its strongest public and political backing in a decade. In both the U.S. and Canada, nuclear energy is being recognized for its reliability and role in achieving net-zero targets.

In Canada, nuclear is the second-largest source of non-emitting electricity and contributes significantly to reducing carbon emissions. Ontario leads the way, with nuclear supplying nearly 60% of its total electricity. The province continues to invest in maintaining and extending reactor lifespans to ensure energy security and meet climate goals.

Despite this renewed interest, DNV notes that nuclear power’s near-term growth will be modest. However, its long-term outlook is strong, with nuclear capacity projected to increase from 115 gigawatts (GW) today to 232 GW by 2060. Most of this growth will come after 2045, primarily from Small Modular Reactors (SMRs).

nuclear smr canada
Source: DNV report

SMRs: The Future of North American Nuclear Energy

Large-scale nuclear projects have struggled in recent decades with cost overruns, construction delays, and public opposition. Even with continued policy incentives under the Inflation Reduction Act and Bipartisan Infrastructure Law, big reactors are costly, slow to build, and difficult to integrate with flexible renewable grids. These challenges make new large-scale reactors (LSNs) impractical for the short term.

Modern energy systems increasingly require power sources that can ramp up and down quickly to complement solar and wind. Large reactors lack this agility. SMRs, by contrast, can operate flexibly, be built faster, and support grid stability in renewable-heavy systems.

  • Each SMR unit typically produces around 100 MW, making financing and construction more manageable than billion-dollar LSN projects.

DNV forecasts that SMRs will reach cost parity with large reactors by around 2045. Their modular design reduces construction risks, while their operational flexibility allows them to ramp up or down quickly — a crucial feature for grids with high solar and wind penetration.

Though still in the development phase, SMRs are advancing rapidly. Strong backing from the U.S. Department of Energy (DOE) and the Canadian government is accelerating research and demonstration projects.

SMR canada
Source: DNV report

Canada’s SMR Leadership and the Darlington Advantage

Canada is emerging as the North American frontrunner in SMR technology. The Darlington SMR project in Ontario, led by Ontario Power Generation (OPG) and funded partly by the Canada Infrastructure Bank, is on track to become the first grid-scale SMR in North America by 2030.

This milestone could position Canada as a global leader in modular nuclear deployment. However, challenges remain. Canada currently lacks the facilities to produce HALEU (High-Assay Low-Enriched Uranium), the fuel needed for most SMR designs.

While Canada has strong uranium reserves and manufactures fuel for its traditional CANDU reactors, it must still develop a domestic HALEU supply chain to maintain its early-mover advantage in SMR deployment.

Key Projects and Timelines

CANADA NUCLEAR

Maritime Nuclear: A New Frontier for Clean Energy

Beyond the grid, DNV forecasts that nuclear energy could power up to 10% of North America’s maritime and near-shore energy demand by 2060 — up from an estimated 3.5% by 2050.

The maritime sector faces mounting pressure to decarbonize under the International Maritime Organization’s Net Zero by 2050 goals. SMRs could provide a solution, offering a zero-emission, high-density energy source for shipping and port operations.

Some developers are exploring floating SMR concepts capable of supplying clean power to docked vessels, reducing local air pollution, and protecting coastal ecosystems.

However, nuclear adoption in maritime transport faces high capital costs, complex financing models, and regulatory barriers. Nuclear-powered ships would require new rules and safety frameworks, particularly in countries with stringent oversight like the U.S. and Canada.

Still, advocates argue that the combination of energy density, low emissions, and efficiency makes nuclear an attractive option for a future low-carbon shipping industry.

Policy, Regulation, and Competitiveness

Regulatory complexity remains a major obstacle for both land-based and maritime nuclear expansion. Compared to countries like China, North America’s safety and environmental regulations add significant costs and time to nuclear construction.

A recent bipartisan push in the U.S. to revitalize domestic shipbuilding for national defense could help reduce barriers and provide incentives for SMR integration into shipyards. Yet, to compete globally, U.S. manufacturers will need to improve both shipbuilding capacity and SMR cost efficiency — a difficult combination to achieve in the near term.

The Long Road to 2060

DNV’s analysis paints a realistic, not overly optimistic, picture. The energy transition is happening, but slowly. Fossil fuels remain dominant in the near term, but nuclear, renewables, and clean fuels will take an expanding share of the mix.

By 2060, North America could see a fully integrated clean energy system, with flexible SMRs supporting renewables, new fuels decarbonizing industry and transport, and fossil fuels pushed to the margins.

The message is clear: the energy transition is inevitable but uneven. Governments, investors, and innovators that act early on SMRs and clean technologies will define the region’s next industrial wave.

The post From Now to 2060: How Canada’s SMRs and Maritime Nuclear Power Will Drive a Net-Zero Future appeared first on Carbon Credits.

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Apple Doubles Down on Carbon Removal with Solar and Forest Projects Across Oceania

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Apple Doubles Down on Carbon Removal with Solar and Forest Projects Across Oceania

Apple is expanding its clean energy and nature restoration projects in Australia and Aotearoa, New Zealand. The company announced new solar power deals in Victoria. It also launched large-scale forest restoration projects in both the North and South Islands of New Zealand. These investments are part of Apple’s broader plan to achieve carbon-neutral products and supply chains by 2030.

The initiatives will provide more renewable energy for Apple customers. They will also boost the company’s efforts in verified carbon removal.

Lisa Jackson, Apple’s Vice President of Environment, Policy and Social Initiatives, said:

“By 2030, we want our users to know that all the energy it takes to charge their iPhone or power their Mac is matched with clean electricity. We’re proud to do our part to support Australia’s transition to a cleaner grid and drive positive impacts for communities and nature.”

The tech giant says the Australian projects will produce more than 1 million megawatt-hours (MWh) of clean electricity each year. Meanwhile, the New Zealand forest program aims to restore and protect around 8,600 hectares of land.

Powering Australia: Apple’s Solar Leap Forward

Apple’s new renewable energy agreement centers on the Lancaster Solar Project in Victoria. The site could deliver between 80 and 108 megawatts (MW) of solar capacity when fully operational. Construction is now underway, and the first energy is expected to reach Australia’s grid within the next few years.

This project marks Apple’s first major power purchase agreement (PPA) in Australia. The company will match clean energy generation with the electricity Australians use to charge their devices. In effect, the company will offset the electricity footprint of its customers’ daily device use with a new renewable supply.

Industry analysts note that corporate PPAs like Apple’s are a major driver of Australia’s energy transition. Corporate demand for clean power funds new renewable projects. It also pushes developers to grow their capacity. By committing to large volumes of generation, Apple is helping to strengthen Australia’s grid reliability while lowering emissions.

carbon emissions Australia
Source: Australian Government

Apple’s PPA for the 108 MW in Victoria is a key renewable energy deal in Australia. However, it is mid-sized compared to the overall market. The largest corporate PPAs, such as Rio Tinto’s 1.3 GW Upper Calliope Solar Farm agreement, dwarf Apple’s PPA by over tenfold in capacity.

The iPhone maker’s new PPA is still significant. It’s the company’s first major one in Australia. It reflects the trend of tech companies driving the demand for clean energy. This boosts grid reliability and cuts emissions.

Restoring Nature: A Greener New Zealand Partnership

In parallel, Apple’s Restore Fund will invest in restoring and protecting native forest ecosystems across New Zealand. The company is working with Climate Asset Management. This group is a joint venture of HSBC Asset Management and Pollination.

The project will span about 8,600 hectares in total, with several sites in the Central North Island and one in the South Island. The restoration plan includes:

  • Replanting native trees,
  • Improving forest management, and
  • Conserving existing woodlands.

These activities aim to remove carbon dioxide from the atmosphere while improving biodiversity and local water quality.

Apple states that its Restore Fund projects use strict carbon accounting standards and have third-party verification. Apart from carbon storage, the company expects measurable benefits for ecosystems and local communities.

Native reforestation helps make New Zealand’s landscapes stronger. It fights floods, reduces erosion, and boosts resilience against climate stress.

Two Paths, One Goal: Clean Power Meets Carbon Removal

Apple plans to address energy and land-use emissions by combining solar energy with reforestation. Solar projects directly decarbonize electricity. Meanwhile, forest work removes carbon from the atmosphere.

This “two-track” model fits Apple’s global sustainability plan. The company already powers all of its offices, retail stores, and data centers with 100% renewable electricity. But a large portion of its footprint comes from manufacturing and product use — areas that require new solutions.

apple carbon emissions 2024
Source: Apple

The Australia–New Zealand program focuses on two key areas: using renewables to power devices and offsetting leftover emissions with verified removals.

Measuring Apple’s Real-World Impact

Apple has pledged to publish regular updates on both the renewable and forest projects. Key metrics include:

  • Clean-energy generation: more than 1 million MWh per year in Australia.
  • Forest coverage: 8,600 hectares under protection or restoration in New Zealand.
  • Carbon removal: verified carbon credits from restored native forests over the next 20 years.
  • Local benefits: jobs in solar construction, sustainable forestry, and biodiversity monitoring.

The company also emphasizes engagement with local communities. In New Zealand, this means working with iwi (Māori group) and local councils. They help ensure projects match land use and cultural needs. In Australia, teaming up with local contractors will create short-term construction jobs and long-term maintenance roles.

READ MORE:

How This Fits into Apple’s 2030 Roadmap 

Apple has reduced its total emissions by more than 45% since 2015, even as its business has grown. The company aims for net-zero by 2030. It will reduce most emissions directly and use reliable carbon removals for the rest.

Apple carbon neutral to 2030 pathway
Source: Apple

The Restore Fund started in 2021 with $200 million. In 2023, it got another $200 million. It invests in nature-based projects around the globe. Goldman Sachs and Climate Asset Management co-manage it.

The focus is on financial returns tied to verified carbon outcomes. The New Zealand initiative represents one of the fund’s largest projects in the Asia-Pacific region so far.

On the energy side, Apple and its suppliers now operate more than 16 gigawatts of renewable capacity globally. The Australian PPA adds another piece to that network and supports Apple’s goal of using clean electricity across its entire value chain.

Apple’s Clean Energy Capacity by Year

What It Means for Australia and New Zealand

For Australia and New Zealand, Apple’s participation brings attention and investment to emerging climate markets. In Australia, companies like Apple, Amazon, and Microsoft are speeding up new solar and wind projects. The sector generated over 35% of the nation’s electricity from renewables in 2024, a record high.

In New Zealand, restoring forests is key to hitting national emissions goals. The government plans to plant and restore one billion trees by 2030. Private-sector investment will help cover funding and capacity needs. As such, Apple’s Restore Fund investments help meet national goals. They also boost biodiversity and support community livelihoods.

A Template for Tech

Apple’s latest expansion highlights the merging of technology, clean energy, and nature-based climate action. By connecting renewable power in Australia with forest restoration in New Zealand, the company is building a region-wide portfolio of verified, measurable climate initiatives.

The next few years will show how well these projects keep their promises. This includes generating megawatt-hours of solar power and restoring hectares of healthy forest. Transparent reporting, third-party audits, and community partnerships will be key to maintaining credibility.

If Apple succeeds, its model could show other global companies how to invest in clean energy and restore nature for real climate progress.

The post Apple Doubles Down on Carbon Removal with Solar and Forest Projects Across Oceania appeared first on Carbon Credits.

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From Resource to Battery-Grade: How NILI Aims to Deliver 99.9% Purity Lithium

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Disseminated on behalf of Surge Battery Metals Inc.

The global race for electric vehicles (EVs) and renewable energy storage is accelerating fast. But beyond the hype around resource discoveries, a quieter and more critical race is taking shape, the race for lithium purity. While many lithium developers highlight their large deposits, what truly matters to EV and battery manufacturers is the ability to deliver ultra-pure, battery-grade lithium.

Surge Battery Metals (TSXV: NILI, OTC: NILIF) is emerging as a leader in this next phase of the lithium story. The company is not just measuring tons in the ground, it is proving its ability to produce 99.9% pure lithium carbonate, the key ingredient for advanced EV batteries. With its Nevada North Lithium Project (NNLP), NILI is positioning itself to supply premium-quality lithium directly to top-tier EV and energy storage manufacturers.

The company also achieved a significant milestone this September. It signed an LOI with Evolution Mining (ASX: EVN) to form a joint venture at NNLP. Under the agreement, Surge retains 77% and Evolution starts with 23%, funding up to C$10 million for the Preliminary Feasibility Study. This investment could increase Evolution’s stake to 32.5%, while Surge remains as project manager.

In addition, Evolution contributes 75% of its mineral rights on 880 acres of private land, plus 21,000 more acres of highly prospective ground. This significantly expands the project’s footprint.

Moving forward, the JV will focus on advancing the Pre-Feasibility Study, building directly on the strong 2025 PEA results and setting the stage for the next development phase.

Why Purity Matters: The Technical Case for 99.9%

In the battery world, purity is not just a technical metric; it is the difference between success and failure. EV makers and battery cell producers need lithium carbonate and hydroxide with purity levels of at least 99.5%. Increasingly, the bar is being raised to 99.9% or higher.

Even trace amounts of iron, magnesium, or boron can cause major problems. These impurities shorten battery life, reduce energy density, and increase safety risks. As automakers shift to more advanced chemistries like NMC (nickel-manganese-cobalt) and solid-state batteries, the demand for cleaner, high-spec lithium becomes non-negotiable. However, NMC batteries had a drawback. They depended on costly and volatile metals like nickel and cobalt.

And thus, LFP batteries emerged as a game-changer.

lithium
Source: Lithium Harvest

LFP Batteries Are Now Reshaping EVs

LFP, or lithium iron phosphate batteries, remove nickel and cobalt entirely, using iron and phosphate instead. These materials are cheaper, safer, and easier to source. LFP batteries also last longer, charge faster, and handle heat better, making them ideal for affordable, large-scale EV production.

  • In 2022, LFP accounted for 37% of global EV battery chemistry. By 2024, it reached nearly 50%, and the trend continues.
LFP battery lithium
Source: Katusa Research

For lithium investors, this matters. LFP relies heavily on lithium carbonate, the purest, most in-demand form of lithium. With nickel and cobalt out, lithium becomes central, tightening markets as more EV makers adopt LFP

High-purity lithium does more than meet technical standards. It also commands higher prices and long-term supply contracts. Automakers and energy storage providers prefer suppliers who can consistently deliver premium-quality lithium while maintaining environmental responsibility. For them, reliability, repeatability, and sustainability are just as important as cost.

The Nevada North Lithium Project: Scale with Substance

NILI’s flagship Nevada North Lithium Project (NNLP) combines resource scale with exceptional quality. Located in Nevada, a region known for its lithium-rich claystone deposits, NNLP has an inferred resource of 8.65 million tonnes of lithium carbonate equivalent (LCE), grading 2,955 ppm lithium at a 1,250 ppm cutoff.

These numbers put it among the most promising new lithium projects in North America. But NILI’s true edge comes from its ability to turn that resource into battery-grade lithium carbonate. Laboratory and pilot-scale metallurgical tests have already confirmed purity levels at or above 99.9%, far exceeding typical chemical-grade standards.

According to the company’s Preliminary Economic Assessment (PEA), completed by M3 Engineering & Technology and Independent Mining Consultants, the project is designed for scale and efficiency.

Key highlights include:

  • Annual output: 86,300 tonnes of LCE, expandable to 109,100 tonnes at full production.
  • Recovery rate: Averaging 82.8%, thanks to advanced leaching and purification processes.
  • Operating cost: As low as $5,097 per tonne LCE, ensuring competitive margins.
  • Mine life: Estimated at 42 years, based on a conventional open-pit operation.

This combination of high-grade resource and proven processing ability gives NNLP a powerful advantage in a market shifting toward quality over quantity.

Inside NILI’s Metallurgical Advantage

Metallurgical testing is where NILI truly sets itself apart. Turning claystone into battery-grade lithium requires technical mastery and process control. Surge’s team has developed a refined purification flowsheet tailored to Nevada’s unique claystone composition.

Recent pilot-scale trials achieved lithium carbonate purity of 99.9% or higher, meeting or exceeding international benchmarks. These tests also showed strong impurity control, particularly for metals like iron and boron, which are critical for EV battery safety.

Mr. Greg Reimer, Chief Executive Officer, and Director commented,

“Beyond our initial metallurgical and analytical works in 2023 to estimate acid consumption and identify the clay types, we are very pleased to have taken the next step and have passed the important ‘proof of concept’ trial showing that the clays of our Nevada North Lithium Project can be used to produce lithium carbonate exceeding 99% purity. In doing so, we have managed the technological risk sufficient to warrant the next step, which will include upsizing the laboratory trials to build a sufficient inventory of technical grade lithium carbonate that we can purify to demonstrate if the NNLP clay is a suitable source to produce battery-grade lithium carbonate.”

NILI’s process is both efficient and sustainable. By optimizing reagent use and reducing energy consumption, the company supports strong environmental, social, and governance (ESG) goals while keeping costs low.

A Step-by-Step Look at NILI’s Lithium Purification

Here’s a simplified look at NILI’s five-step purification process that converts raw claystone into 99.9% pure lithium carbonate:

  1. Ore Preparation and Leaching: The lithium-rich claystone is mined, milled, and treated with acid to dissolve lithium from the rock.
  2. Solid-Liquid Separation: The resulting slurry is filtered to isolate a lithium-rich solution from unwanted solids.
  3. Selective Impurity Removal: Using precipitation, ion-exchange, and solvent extraction, key impurities like magnesium, calcium, and boron are removed.
  4. Lithium Carbonate Precipitation: The purified solution reacts with carbonate sources such as soda ash to form lithium carbonate crystals.
  5. Final Polishing and Quality Control: The crystals are dried, rechecked for purity, and recirculated if needed to achieve consistent 99.9% results.

This closed-loop design maximizes recovery while minimizing waste, an important feature for both efficiency and sustainability.

Surge Battery Metals Lithium
Source: Surge Battery Metals

Commercial Significance: Why OEMs Are Watching Closely

As the lithium market evolves, a clear divide is forming. Companies capable of producing high-purity, battery-grade material are securing premium contracts and long-term partnerships. Others producing lower-grade lithium face downward pricing pressure and limited buyers.

Energy Storage Systems (ESS) are now becoming a major swing factor in lithium demand. After what looked like a soft stretch for lithium prices, ESS battery shipments have shown massive growth year-to-date. Updated J.P. Morgan forecasts increased ESS shipments +50% for this year and +43% for next year, with ESS now projected to represent 30% of total lithium demand by 2026, rising to 36% by 2030.

By 2030, total lithium demand is expected to reach ~2.8 Mt LCE, aligning with the consensus range referenced by Albemarle. Meanwhile, global EV demand is forecast to grow 3–5% annually between 2025–2030 — making ESS the category that prevents a persistent market surplus and tightens supply.

lithium demand
Source: Lithium Harvest

At the same time, the company aligns with North American supply chain goals, offering secure, ESG-compliant lithium production close to home. With the U.S. and Canadian governments pushing for “friendshoring” of strategic minerals, NILI’s Nevada-based project fits perfectly into the policy framework for domestic critical mineral supply.

lithium supply and demand
Source: Katusa Research

By focusing on purity and process control, NILI aims not only to sell lithium but to become a trusted technology and supply chain partner for OEMs seeking quality assurance and long-term reliability.

For Investors: Why Processing Capability Matters

For investors, NILI’s story goes beyond having a large lithium deposit. The real value lies in its processing expertise. Producing 99.9% battery-grade lithium at a commercial scale requires deep technical know-how, efficient design, and capital discipline.

NILI’s PEA shows impressive financial metrics:

  • After-tax NPV: US$9.21 billion (at 8% discount).
  • Internal Rate of Return (IRR): 22.8%.
  • Payback period: Less than five years.
  • High operating margins, supported by strong resource grades and cost-effective processing.

These numbers underline a vital message: processing quality drives profitability. Investors looking for long-term exposure to the clean energy transition should note that companies capable of producing high-purity lithium will capture premium market share and valuation upside.

The Purity Premium in the Lithium Race

As the global energy transition speeds up, success will depend not just on who can find lithium but on who can refine it to perfection. Surge Battery Metals is proving it can deliver battery-grade lithium carbonate with 99.9% purity, meeting the toughest technical and commercial standards in the industry.

And that is a powerful differentiator for investors. NILI’s combination of resource scale, refining precision, and strategic positioning in Nevada gives it a strong foundation to become a leading supplier to the North American EV and energy storage markets.

In the new lithium economy, purity equals power, and NILI is setting the benchmark for both.

DISCLAIMER 

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers, or financial advisers, and you should not rely on the information herein as investment advice. Surge Battery Metals Inc. (“Company”) made a one-time payment of $50,000 to provide marketing services for a term of two months. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options of the companies mentioned.

This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular issuer from one referenced date to another represent arbitrarily chosen time periods and are no indication whatsoever of future stock prices for that issuer, and are of no predictive value.

Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high-risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reviewing the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures.

It is our policy that the information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee them.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate,” “expect,” “estimate,” “forecast,” “plan,” and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated.

These factors include, without limitation, statements relating to the Company’s exploration and development plans, the potential of its mineral projects, financing activities, regulatory approvals, market conditions, and future objectives. Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility, the state of financial markets for the Company’s securities, fluctuations in commodity prices, operational challenges, and changes in business plans.

Forward-looking information is based on several key expectations and assumptions, including, without limitation, that the Company will continue with its stated business objectives and will be able to raise additional capital as required. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, or intended.

There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially. Accordingly, readers should not place undue reliance on forward-looking information. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis and annual information form for the year ended December 31, 2024, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release, and the Company assumes no obligation to update or revise such information to reflect new events or circumstances except as may be required by applicable law.

The post From Resource to Battery-Grade: How NILI Aims to Deliver 99.9% Purity Lithium appeared first on Carbon Credits.

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