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Rubidium and Cesium, The Hidden Value at Nevada North

Disseminated on behalf of Surge Battery Metals.

The lithium story at Nevada North is well understood. The project has scale, grade, and long-term production potential.

What is less discussed is the presence of other critical minerals within the same system. Recent drill results show that rubidium (Rb) and cesium (Cs) occur alongside lithium mineralization at the Nevada North Lithium Project (NNLP) of Surge Battery Metals (TSX-V: NILI | OTCQX: NILIF). These elements are not the primary focus of development today, but they may represent an additional strategic layer of value.

Both rubidium and cesium are classified as critical minerals in the United States. Yet, neither mineral is mined domestically, and supply is largely dependent on imports, mainly from China and Canada. At the same time, both elements are used in high-value applications such as atomic clocks, fiber optics, satellite systems, and advanced defense electronics.

A New Layer in the Drill Results

In early 2026, assay results from NNLP began to highlight the consistent presence of rubidium and cesium within the lithium-bearing zones.

From the February 17, 2026, news release, drill hole NNL-037 returned:

  • 4,196 ppm lithium
  • 325 ppm rubidium
  • 112 ppm cesium
NILI rubidium and cesium
Source: Surge Battery Metals

Follow-up results from the February 25, 2026, news release showed similar trends. Infill drilling returned values of up to:

  • 349 ppm rubidium
  • 163 ppm cesium

These results are important because they show that rubidium and cesium are directly associated with the lithium core, not isolated occurrences. This suggests a consistent geological relationship across the deposit.

At this stage, these findings remain exploration results. They have not been incorporated into the project’s Preliminary Economic Assessment, and their economic contribution is still being evaluated. However, their presence is clear and repeatable across multiple drill holes.

Rubidium and Cesium for Tech and Defense

Rubidium and cesium are not widely known compared to lithium, but they play critical roles in advanced technologies.

Cesium is used in atomic clocks, which are essential for GPS systems, telecommunications networks, and defense infrastructure. It is also used in specialty drilling fluids and electronics.

Rubidium is used in fiber optic systems, specialty glass, and emerging quantum technologies. Both elements are also relevant for aerospace and satellite applications.

Rubidium and cesium at NNLP

Despite their importance, the global supply is limited. There are a few large-scale producers, and production is often tied to other mining operations rather than dedicated projects. As a result, supply chains can be concentrated and less transparent than those for more widely traded commodities.

For the United States, this creates a dependency on imported material for applications that are increasingly tied to national security and advanced technology.

More Than Lithium: A Multi-Critical-Mineral Profile

The presence of rubidium and cesium at NNLP introduces a different way to view the project. It is not only a lithium resource, but potentially a multi-critical-mineral system. The project’s updated resource base includes 10.5 million tonnes LCE in Measured & Indicated categories, with additional high-grade mineralization identified at 3,820 ppm lithium. 

This does not change the core development strategy, which remains focused on lithium. However, it adds another dimension to how the asset may be evaluated over time.

Recent developments also point to growing confidence in the project’s advancement. On June 3, Surge Battery Metals announced a strategic financing of up to C$30 million, with an option to increase the amount to C$36 million.

The company said the funding is intended to help fast-track Nevada North toward a construction decision. The financing strengthens Surge’s ability to continue resource development, metallurgical work, and project studies while further evaluating the broader critical mineral potential of the deposit.

Graham Harris, Chairman of Surge, commented,

“This announcement marks a defining moment for Surge. With Nevada North fully funded, upon the successful closing, toward a construction decision, and with Brian and Michael leading our Strategic Advisory Board, we believe that we have the capital, the expertise, and the relationships to move this project at the pace the current environment demands. The United States is focused on developing a secure and sustainable domestic supply of critical minerals.[2] Once constructed, we plan to participate in the domestic supply of lithium through Nevada North.”

Some of the key points to consider include:

  • Rubidium and cesium are co-located with lithium mineralization, not in separate zones.
  • Both elements are classified as critical minerals with a limited U.S. supply.
  • Supply chains are currently import-dependent, with concentration in a few countries, but no data is available on specific percentages.
  • NNLP is a domestic resource located in Nevada.

These factors align with broader trends in resource development, where projects are increasingly assessed not only for their primary commodity but also for associated critical minerals.

Ongoing Evaluation Through Metallurgy: Can Rb & Cs Add Value?

At this stage, the key question is not whether rubidium and cesium are present, but how they behave during processing.

Surge Battery Metals is evaluating the deportment of these elements as part of its ongoing metallurgical work. This step is important. It will determine whether these minerals can be recovered, how they interact with lithium processing, and whether they could contribute to future project economics.

Moreover, it is too early to draw conclusions yet. No economic assumptions have been made for rubidium or cesium in the current project studies. However, identifying their presence at this stage allows for a more complete understanding of the resource.

Strategic Context: Beyond Batteries

The broader context is also evolving. Critical minerals are increasingly tied to national strategy, not just market demand.

Lithium remains central to EVs and energy storage. But rubidium and cesium connect the project to defense, communications, and advanced technology sectors. These are areas where supply security is becoming a priority.

In this sense, NNLP sits at the intersection of multiple strategic themes:

  • Energy transition, through lithium,
  • Technology infrastructure, through battery materials and electronics, and
  • National security, through the critical mineral supply. 

This combination is not common among lithium projects, particularly within Nevada clay deposits.

Standing Out in Nevada’s Lithium Landscape

Within the Nevada lithium landscape, most projects are evaluated on grade, scale, and processing pathways. NNLP meets those criteria. The additional presence of rubidium and cesium introduces a differentiated element that is not widely highlighted in comparable projects.

Importantly, this differentiation should be viewed with the right level of caution. These elements are still under study. Their economic value has not been defined, and their recovery is not yet established.

At the same time, their consistent presence in drilling results is a data point worth noting, especially in a market where supply chains for critical minerals are under increasing scrutiny.

The Next Chapter for Nevada North’s Mineral Story

As metallurgical work progresses, more information will become available on how rubidium and cesium behave within the NNLP system. This will help determine whether they remain a geological feature or evolve into a potential secondary value stream.

For now, the key takeaway is straightforward. Nevada North is not only a lithium project. It is also a broader critical mineral system, with exposure to materials that support advanced technology and defense applications.

The latest financing also highlights how Nevada North is moving beyond the exploration stage. With the project now supported by a major strategic funding package and an expanded advisory team, attention is increasingly shifting toward development readiness and long-term value creation.

While lithium remains the primary focus, the presence of additional critical minerals may provide further strategic relevance as the project advances. And in a market focused on securing supply chains, that distinction may become more relevant over time.


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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.

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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.

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The post Rubidium and Cesium: The Hidden Value at Nevada North appeared first on Carbon Credits.

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McKibben opts for a small-tent climate movement

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A few months ago I went to a climate change forum at the Center for Brooklyn History. The panel I attended, “Confronting Climate Change: Understanding Deniers,” featured the prominent climate activist, Bill McKibben.

Bill McKibben. Courtesy https://billmckibben.com/.

I was curious to hear McKibben’s take on climate change deniers. I don’t regard the true deniers as a big problem – they’re only 11-15% of our country, according to most polls. Rather, I wondered if McKibben would label as “climate deniers” people who agree that climate change is a significant problem but disagree with his framing and his proposed solutions. I have worked for decades on energy and climate matters as an energy lawyer. Now, more than ever, I believe that to address climate change we need to build a big tent.

In the Q&A I tested where McKibben is on this by asking if he would label as a climate denier someone who subscribes to the main tenets of climate change science yet holds that natural gas has a role to play as a bridge fuel. (Our exchange starts at 1:12:45 of the video.)

This could have been a chance for McKibben to make clear that such a view isn’t climate denialism, even if he feels it’s misguided. But he punted, saying “I don’t care whether they’re deniers or not.” For good measure, he threw in his long-standing refrain that swapping coal for natural gas makes climate change worse, despite coal’s far higher carbon content per unit of energy.

674-MW methane-powered generating station, Salem, MA.

As you can hear in the recording, McKibben’s claim that gas is worse than coal draws on the work of Cornell scientist Robert Howarth. Yet McKibben didn’t mention that Howarth’s work is controversial and disputed by many scientists. The crux of the dispute is whether methane’s impact on warming should be measured with a 20-year or 100-year time frame.

Methane is a relatively short-lived greenhouse gas, with a lifetime of around 10 years, versus the 100-year life applicable to carbon dioxide. But each ton of methane is far more potent while in the atmosphere, trapping roughly 100 times as much heat as a ton of CO2. These cross-cutting facts about atmospheric methane — shorter life but greater potency than CO2 — have resulted in two opposing camps: one insisting on a 20-year timeframe for greenhouse gas accounting, the other adhering to the established 100-year frame. This matters because with a 20-year timeframe, generating electricity with natural gas (which, chemically speaking, is essentially all methane) is more damaging to climate than coal-fired electricity.

McKibben blew past this dispute. To hear him at the Center for Brooklyn History, one would have no inkling that there’s an active disagreement over which timeframe to use, that there are staunch climate activists who favor the 100-year time frame, and that the Intergovernmental Panel on Climate Change  (IPCC) generally uses the 100-year timeframe.

McKibben’s latest (2025) book. Published by W.W. Norton & Company.

McKibben also insisted that a discussion about natural gas’s potential role in mitigating climate change as a replacement for coal is irrelevant because solar “is now our cheapest resource.” McKibben’s claim, of course, suffuses “Here Comes the Sun,” his 2025 book that extols solar power as the cheapest solution for all of our energy needs. But this too is questionable, because it’s based on cost comparisons between solar farms and natural gas power plants (or nuclear power plants) that fail to consider that electricity supply and delivery is a complex system of wires and plants rather than individual power plants. Based on his remarks, McKibben is choosing to ignore studies such as the comprehensive 2025 report from the Clean Air Task Force that concluded that plant-level cost comparison “is a good metric to track historical technology cost evolution [but] is not an appropriate tool to use in the context of long-term planning and policymaking for deep decarbonization.” And the task force is not alone in finding that when electricity is treated as a system, solar loses its place as the cheapest low-carbon resource.

The dogmatism McKibben displayed at the Brooklyn meeting was unfortunate. We’re in a time when efforts to combat climate change are in retreat. A unified front is required to turn the tide. Instead of doubling down on absolutist positions, activists like McKibben who seem convinced that the solution to climate change is all-renewables, end of discussion, should be seeking common ground with others who want climate action but believe that nuclear power and natural gas must also play a role.

NYC Climate March, Sept 17, 2023. Photo: C. Komanoff.

Climate change activists need to build a bigger tent, rather than call anyone who disagrees with their positions a climate change denier. It is striking that McKibben stuck to his guns after saying in the same talk that the most important goal for everyone right now is to help climate change realists win more House and Senate seats in this year’s midterms. As some have noted, an absolutist position on natural gas appears less likely to achieve that win and politicians are following that advice.

Will McKibben evolve? He has demonstrated that he knows how to build a national climate movement centered around issues like divestment. Given the current political situation, he should focus on building an even bigger tent by welcoming all of the 85% who believe that we need to address climate change but do not agree with his ideological positions.

Rich Miller is an energy lawyer who has worked for a variety of stakeholders and now gives walking tours in lower Manhattan on the history of electricity. 

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Rebranding ‘Balcony Solar’ as ‘Guerrilla Solar’ won’t lift its climate value.

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Image generated with Claude. Why have we juxtaposed a bicycle with balcony solar? Read on.

First it was Plug-In Solar. Then it was Balcony Solar. Now it’s Guerrilla Solar, at least according to Inside Climate News, which yesterday proclaimed that The ‘Guerrilla Solar’ Era Has Arrived.

“It,” of course, is Modular solar panels. They’re the hot new photovoltaic solution: cheap enough to buy at Home Depot, easy to hang or prop to catch maximum rays, and small enough to fit on a balcony (if you’ve got one) and plug into your “home grid.” But, alas, too meager a generator of electricity to be more than a bit player in decarbonizing most U.S. homes.

How do I know? I’ve done the math.

A standard, lower-end 220-watt balcony solar array will produce 337 kilowatt-hours a year, or 28 kWh a month averaged over the course of a year. That’s for a 220W unit measuring 3.5 feet by 3.5 feet. (220W x 1/1000 x 17.5% x 8760 hours per year = 337 kWh. Calculation assumes a 17.5% full-year capacity factor, which is arguably generous for New York, where I live. )

Our balcony solar mashup. Top: an install in Germany. Bottom: Home Depot advert.

A typical U.S. home consumes 10,500 kWh a year, or 28 to 29 kWh per day, says Solartech, drawing on U.S. Energy Information Administration data. That puts a home’s daily power needs on par with a balcony solar unit’s monthly output. In effect, once each month the balcony array gifts a homeowner or renter a bit more than day’s full complement of electricity. And earth’s atmosphere gets the same respite: a 3 percent reduction in carbon emissions caused by the home’s electricity usage.

(The 3 percent figure could also be calculated directly by dividing 337 kWh per year of solar production by 10,500 kWh per year to run the home. For bigger or smaller arrays, just prorate your assumed wattage by my 220W; for 440W, say, double my figures.)

Balcony Solar metrics

Why write about balcony solar if it’s so inconsequential? CTC’s mission includes puncturing would-be climate balloons before they ascend too far. In the same vein, we practice quantification to make clear what does and doesn’t move the climate needle. (More on that further below.)

The best way to depict balcony solar’s climate value is to express it in terms of tangible metrics. We’ve selected two. Both assume the basic, lower-end PV array I assumed at the top: a 3.5 foot-square array whose peak output is 220 watts.

1. It would take 50 million 220W balcony solar units (bsu’s) to restore the climate benefit we destroyed in 2020-2021 when we shut the high-performing Indian Point nuclear power plant 32 miles from Midtown Manhattan.

2. A single person cutting back their driving by a mile a day would provide the same climate benefit over the course of a year as a single 220W bsu.

(Calculations in sidebar. Now you know why we led with images of an urban dweller as cyclist and balcony solar user.)

Yes, it’s dense — as befits a sidebar. The numbers tell a story. Follow the color co-ordination.

Ponder that: It would take fifty million smallish bsu’s to level up to the fossil fuel carbon emissions that Indian Point was keeping at bay by supplying the New York City area year in and year out with abundant carbon-free power. Deploying that many balcony solar units would entail 10 bsu’s for each of the 5 million households in the MTA’s service territory. (The Metropolitan Transportation Authority provides subway, bus and commuter rail transit in the five boroughs and seven suburban counties.) Or, if those same households upgraded to 1100-watt bsu’s, collectively they would still make up only half of the lost Indian Point power.

The second comparison, involving driving, is perhaps trickier to grasp but more interesting, since it relates to people’s behavior. Living differently isn’t part of public discourse, at least not in the USA, and especially when what’s being served up is using less. But “reducing,” as we might call it (remember “Reduce, Reuse, Recycle”? or, “Insulate, then Insolate”?) is just as potent for cutting emissions as switching to renewables — even more so when the reducing means driving less, considering the multitude of benefits that accrue from diminishing cars’ imprints on our communities. Still, staying on topic: driving just one fewer mile per day brings about the same shrinkage in carbon emissions as deploying one 220W solar array.

What Balcony Solar boosters are really saying

To be fair, our friends at Inside Climate News and, yes, The New York Times appear to be trying to modulate their balcony solar enthusiasm.

ICN‘s Dan Gearino, whom we cited up front, said he looked to Germany, the birthplace of balcony solar, to see if the units made sense for U.S. households. His takeaway: “It may make more sense financially to spend the cost of plug-in solar on insulation, air sealing or other basic measures to reduce energy use.” Hooray: insulate before you insolate.

Gearino helpfully interviewed renewables guru (and U.S. emigré) Craig Morris, who currently heads Germany’s plug-in solar trade association, Bundesverband Steckersolar. To Morris, balcony solar’s main advantages are that it provides power without taking up land, and that it affords people a way to “become participants in the transition to clean energy.” Behold, guerrilla solar. That, in turn, bolsters “the political consensus that supports the transition.” But Morris also made clear that widespread adoption of plug-in solar would only meet “about 2 percent of Germany’s electricity demand.”

Morris’s “about 2 percent” feels right for Germany. But not for the U.S., where widespread adoption of virtually any individual carbon alternative seems forever out of reach, and where the energy pie is so much larger — think giant fridges, freezers for beer, steroidal homes bursting with piles of powered toys, not to mention industrial and institutional electricity use that Morris correctly excluded from his figure.

Don’t forget to micro-dose. NYT headline + image for David Wallace-Wells’ guest essay (see text). Image by Rui Pu.

Both Gearino and Morris seem more measured than climate journalist Robinson Meyer, founding editor of Heatmap and frequent contributor to The Times, where he wrote about balcony solar in mid-June.

“New zero-carbon power kits will allow Americans to make their own energy choices,” declares the callout to the print version of Meyer’s NYT guest essay, The Tiny Solar Panel That Could Change America. (The even more expansive print headline invites us to “Forget Roofs. Backyard Solar Is the Next Frontier.”)

Wallace-Wells is of two minds. He calls balcony solar “a small way that apartment- and condo-dwelling Americans can take ownership of their energy choices and cut down their pollution on the margins.” No quarrel there, thanks to his qualifiers “small” and “on the margins.” Earlier, though, he opines that balcony solar units “have the potential to change how Americans understand and consume energy,” But read further and you’ll again see Wallace-Wells cautioning that “Balcony solar will play one small role in [the] drama” of transiting to the new world of clean, abundant energy.

Any such caveats are welcome these days, amid widespread solar hoopla. Still, it doesn’t seem to be in Wallace-Wells’ toolkit — or that of Inside Climate News and other mainstream climate journalists — to tutor their audiences as to the  true limits of balcony solar and other panaceas. Just like it wasn’t in their field of vision a decade ago to lay out the true stakes of shutting Indian Point as Riverkeeper was singing its siren song.

What’s Next for NY Balcony Solar

Meantime, as Canary Media reported recently (and helpfully), New Yorkers concerned with climate and affordability are waiting for NY Gov. Kathy Hochul to sign the recently passed SUNNY (Solar Up Now New York) Act legalizing balcony and other plug-in solar. It would be head-spinning (and politically suicidal) if she didn’t, given near-universal support ranging from Con Edison to DSA Assembly Member Emily Gallagher, who told Canary Media, “This is the most popular bill I’ve [ever] worked on.”

My guess is that Hochul is waiting for the right moment, and perhaps the right “package,” that can advance and not undercut her push to launch five large new nuclear power plants around the state — one to be built by the public New York Power Authority, the others to be constructed and operated privately. A little bit of math, a la what we offered here a la Indian Point, might help her out.

The governor also must manage the veritable hot potato of her deferred implementation of the landmark 2019 Community Leadership and Climate Protection Act. She might do well to consider jettisoning the act’s unwieldy cap-and-invest centerpiece in favor of a straight-up carbon tax (with the revenues distributed pro rata to the state’s households) in its place. That, far more than balcony (or guerrilla) solar, could blow open the door to the “innovations and technologies we cannot yet imagine” that Wallace-Wells fantasized about in his Times essay.

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The new SBTi Corporate Net-Zero Standard: what it means for business

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On 11 June 2026, the Science Based Targets initiative (SBTi) published the most substantial revision of its flagship corporate framework since its introduction. The SBTi Corporate Net-Zero Standard Version 2.0 takes effect on 1 February 2027 and reshapes the way companies approach their net-zero targets.

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