Posted on 06/19/2025 7:04:50 AM PDT by Red Badger
Astartup led by a Canadian battery chemist is racing to crack a made-in-America energy breakthrough even as Trump’s tariffs cast a long shadow over the battery supply chain.
Boston-based Pure Lithium is building a pilot plant for a new kind of lithium metal battery, one it claims could outperform today’s lithium-ion cells, and, crucially, be built entirely without Chinese inputs.
These efforts come at a crucial time for the U.S., as the world’s biggest economy moves to loosen China’s grip on the global supply of critical minerals.
China dominates minerals
China’s dominance in this space continues to pose a strategic challenge. The country accounts for around 90 percent of global rare earth production, and for certain heavy rare earths like dysprosium and terbium—essential to clean energy systems, defense equipment, and high-tech electronics—its market share was as high as 99 percent until recently.
The U.S. remains heavily dependent on these imports. In 2024 alone, China supplied half of all American critical mineral imports, including key materials such as yttrium, antimony, bismuth, and arsenic, according to the U.S. Geological Survey.
Led by CEO Emilie Bodoin, the startup has spent the past four years developing a lithium metal battery it believes can displace conventional lithium-ion technology.
The company’s design eliminates the need for graphite, cobalt, nickel, and manganese—minerals either sourced from or processed in China—replacing them with a streamlined system that taps lithium extracted from brine.
At its lab in Charlestown, Massachusetts, Pure Lithium uses a proprietary “Brine to Battery” process to produce a pure lithium metal anode directly from brine.
The company pairs this anode with a vanadium cathode to manufacture a next-generation battery that has already achieved more than 1,300 cycles at commercially relevant charge and discharge rates.
Thanks to the vanadium cathode’s ability to operate at temperatures up to 700°C, the battery is significantly more fire-resistant.
It also offers higher energy density—lithium metal has about 10 times the capacity of the graphite electrodes used in today’s lithium-ion batteries.
Until now, high costs, quality limitations, and environmental concerns have prevented the development of commercially viable lithium metal batteries.
Battery skips China’s grip
Pure Lithium says its approach not only boosts performance but also slashes materials costs by eliminating the need for graphite, nickel, cobalt, and manganese—key minerals often sourced or refined in China.
“We’re working as hard as we can to build a prototype pilot facility,” Bodoin said in a Bloomberg Television interview on Tuesday.
The company is currently expanding its lithium production process and integrating it into a domestic manufacturing line.
“As soon as we get it up and running,” she added, “we’re going to start getting these batteries out into the hands of US customers that need it.”
In April, the firm received a letter of interest from the US Export-Import Bank for up to $300 million in financing, a potential boost for its domestic expansion plans.
If successful, Pure Lithium could become one of the few battery startups offering a truly American-made solution at a time when Washington is rethinking its dependence on foreign supply chains.
The monthly Free Beer tomorrow for batteries.
Most coal ash is absolutely loaded with vanadium, along with its chemical sister uranium. You can get both by leaching the ash with the SiLeach process Australia is using for bulk lithium leaching from clays.
SiLeach is exactly what is sounds like it is a halide enhanced dissolution of all the metals contained in silicates leaving only the silica behind or if you want the silicon you can leach that as well. Nearly every metal forms insoluble sulfates V and U for sure do, aluminum, iron ,nickel, titanium as well. You can in one fell swoop grab every metal from any silica based mineral, rock or ash since coal as is almost all silica based.
It cannot be stressed enough how significant finding a cheap, easy and low energy way to break the silica bond is. You can not only mine coal ash , but also the billions if tons of redmuds from aluminum waste tailings, they are red due to 40+% iron content more than most Iron ores now. That have 2-5% titanium as well. Oh and the 40% of the aluminum you missed in the first pass.
Granite is almost all silica based it’s loaded with uranium once you can solution mine cubic miles of granite while also getting geothermal energy the uranium supply is limitless. There is 40+ trillion tonnes of it in the top few km of continental crust.
They won’t have a issue getting the V coal ash and seawater both contain all you need. Fun fact the polymers that pull uranium from seawater that LLNL and the Japanese have come up with also pull all the vanadium out as well it’s a coproduct one they.try to reduce but if there is value for it they can tune the ion attachment sites to go after more or less V vs U.
Glad to see an American company upping the game for energy density and no conflict metals. 1300 cycles in a EV that does 300 miles per charge is 390,000 miles and that’s to 80% SOH the industry standard procedure it’s not dead it’s down to 80% of its initial capacity that metric is now every battery is tested for cycle life.
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