Electra to Participate in Industry Conferences Focused on Critical Minerals Supply Security
Rhea-AI Summary
Electra (NASDAQ: ELBM) said members of its executive team will attend multiple industry conferences in Feb–Mar 2026 to support North American critical minerals refining and partner engagement. Discussions include cobalt hydroxide feed supply targeting initial deliveries beginning in 2027.
The company also retained Epstein Research for three months beginning Feb 1, 2026, for an aggregate fee of US$7,500 (US$2,500 monthly).
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Negative
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News Market Reaction
On the day this news was published, ELBM declined 8.72%, reflecting a notable negative market reaction. Argus tracked a peak move of +3.0% during that session. Argus tracked a trough of -2.3% from its starting point during tracking. Our momentum scanner triggered 3 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $8M from the company's valuation, bringing the market cap to $88M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
ELBM was down 3.09% with no peers in the momentum scanner. Among close peers, GTI (-18.18%), LITM (-5.57%) and FMST (-9.68%) were weaker, while STSBD and MKVNF were flat, pointing to mixed-to-negative sector tone but no synchronized move tied to this news.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 04 | CFO transition | Negative | -3.1% | CFO resignation with interim successor named during key construction phase. |
| Feb 03 | Refinery contract award | Positive | +6.4% | US$6.1M contract for engineering and project management at Ontario refinery. |
| Jan 08 | Refinery progress update | Positive | -2.7% | Construction progress and 2027 commissioning target for cobalt sulfate refinery. |
| Dec 22 | ATM equity program | Negative | -1.9% | Establishment of ATM offering of up to US$5.5M common shares on Nasdaq. |
| Nov 25 | Supply chain agreement | Positive | +5.2% | Cooperation agreement to integrate cobalt sulfate with North American pCAM operations. |
Recent news reactions mostly aligned with the nature of the announcements, including positive responses to commercial and project milestones and negative or muted responses to financing and leadership changes, with one notable divergence on a construction update.
Over the past few months, ELBM has focused on advancing its cobalt sulfate refinery and commercial partnerships. On Nov 25, 2025, it signed a supply chain cooperation agreement with Positive Materials, which coincided with a 5.23% gain. Financing activity followed on Dec 22, 2025 via an ATM offering for up to US$5.5 million, after which shares fell 1.88%. In early 2026, construction updates and a US$6.1 million contract award for the Ontario refinery produced mixed reactions, while the Feb 4, 2026 CFO transition aligned with a -3.09% move. Today's conference-focused announcement continues the theme of advancing the North American cobalt strategy and investor outreach.
Regulatory & Risk Context
An effective Form F-3 resale registration dated Nov 24, 2025 covers up to 108,836,744 common shares for existing holders, who may sell from time to time. Electra receives no direct proceeds from these resales apart from any cash paid upon warrant exercise, but the structure allows significant registered liquidity over the shelf’s life.
Market Pulse Summary
The stock moved -8.7% in the session following this news. A negative reaction despite the conference-focused announcement fits a pattern where financing structures and leadership changes have weighed on sentiment, even alongside project progress. The stock trades well below its 200-day MA and far under the 52-week high, so weakness may reflect broader concerns about execution, funding and prior resale/ATM capacity under the F-3, rather than this outreach update alone.
Key Terms
cobalt hydroxide feed technical
AI-generated analysis. Not financial advice.
TORONTO, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”), a leader in advancing North America’s critical minerals processing, is pleased to announce that members of its executive leadership team will be participating in several key global mining, battery materials, and investment conferences in the coming weeks.
Electra’s participation in these events supports the execution of the Company’s strategy to onshore North American critical minerals refining and strengthen relationships with business partners, policymakers and the investor community.
Upcoming Engagements:
- Investing in African Mining, Indaba – February 9-12
Electra’s leadership team will attend Mining Indaba 2026, one of the world’s premier forums for global mining investment and policy dialogue. The Company’s participation will include discussions related to future cobalt hydroxide feed supply for its North American refinery, including contractual arrangements targeting initial deliveries beginning in 2027. These discussions are timely in light of ongoing U.S. government initiatives aimed at securing reliable access to cobalt supply from the Democratic Republic of Congo and other allied jurisdictions.
- Project Blue Critical Materials Conference: EV & Battery 2026 – February 25-26
On February 24, Electra’s VP, Commercial, Michael Insulan, will join other industry leaders for a panel discussion addressing cobalt supply risk, including export restrictions from the Democratic Republic of Congo and their impact on pricing, sourcing, and long-term supply security. The discussion will highlight industry efforts to reduce geopolitical exposure by advancing domestic and allied-nation critical minerals processing.
- BMO Capital Markets - 34th Annual Global Metals, Mining & Critical Minerals Conference – February 23-26
The BMO Global Metals, Mining and Critical Minerals Conference is one of the world’s leading investor-focused forums for the global mining and critical materials sector. During the conference, Electra CEO Trent Mell will participate in one-on-one meetings with current and prospective institutional investors, as well as industry stakeholders, to discuss the Company’s strategy and recent progress.
- PDAC 2026 Convention – March 1-4
The 2026 PDAC Convention will once again take place in Toronto, bringing together global participants from across the mineral exploration, metals, and mining industries. Members of Electra’s leadership team will be in Toronto during PDAC week and expect to meet with government and industry participants for discussions on supporting the long-term supply of critical minerals in North America.
- 13th Tokyo Battery Summit – Critical Minerals & Economic Security – March 17-18
VP, Commercial, Michael Insulan, will present at a forum centered on critical materials and the battery industry, highlighting North American resource policy, economic security, and supply-chain resilience across battery materials, rare earths, and recycling.
Through participation in these strategic industry forums, Electra continues to strengthen relationships, share market insights, and advance discussions critical to building resilient, North American-based critical minerals supply chains.
Corporate Update
The Company also announces its continued engagement with Epstein Research, a research and analysis firm owned by Peter Epstein, based in Upper Saddle River, NJ and active in the metals and mining industry. Epstein Research increases awareness of the Company through social media platforms, and produces management interviews and written, visual and video content. The extended engagement commenced on February 1, 2026, for a period of three months, subject to extension, during which time Epstein Research will be paid an aggregate of US
About Electra Battery Materials
Electra is a leader in advancing North America’s critical minerals supply chain for lithium-ion batteries. The Company’s primary focus is constructing North America’s only cobalt sulfate refinery, as part of a phased strategy to onshore critical minerals refining and reduce reliance on foreign supply chains. In addition to the Refinery, Electra holds a significant land package in Idaho’s Cobalt Belt, including its Iron Creek project and surrounding properties, positioning the Company as a potential cornerstone for North American cobalt and copper production.
Electra is also advancing black mass recycling opportunities to recover critical materials from end-of-life batteries, while continuing to evaluate growth opportunities in nickel refining and other downstream battery materials. For more information, please visit www.ElectraBMC.com.
Contact
Heather Smiles
Vice President, Investor Relations & Corporate Development
Electra Battery Materials
info@ElectraBMC.com
1.416.900.3891
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Cautionary Note Regarding Forward-Looking Statements
This news release may contain forward-looking statements and forward-looking information (together, “forward-looking statements”) within the meaning of applicable securities laws and the United States Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, are forward-looking statements. Generally, forward-looking statements can be identified by the use of terminology such as “plans”, “expects”, “estimates”, “intends”, “anticipates”, “believes” or variations of such words, or statements that certain actions, events or results “may”, “could”, “would”, “might”, “occur” or “be achieved”. Forward-looking statements are based on certain assumptions, and involve risks, uncertainties and other factors that could cause actual results, performance, and opportunities to differ materially from those implied by such forward-looking statements. Among the bases for assumptions with respect to the potential for additional government funding are discussions and indications of support from government actors based on certain milestones being achieved. Factors that could cause actual results to differ materially from these forward-looking statements are set forth in the management discussion and analysis and other disclosures of risk factors for Electra Battery Materials Corporation, filed on SEDAR+ at www.sedarplus.com and with EDGAR at www.sec.gov. Other factors that could lead actual results to differ materially include changes with respect to government or investor expectations or actions as compared to communicated intentions, and general macroeconomic and other trends that can affect levels of government or private investment. Although the Company believes that the information and assumptions used in preparing the forward-looking statements are reasonable, undue reliance should not be placed on these statements, which only apply as of the date of this news release, and no assurance can be given that such events will occur in the disclosed times frames or at all. Except where required by applicable law, the Company disclaims any intention or obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.
FAQ
Which conferences will Electra (ELBM) attend in February–March 2026?
What did Electra (ELBM) say about cobalt feed supply and timing?
What are the terms of Electra's engagement with Epstein Research announced Feb 2026?
Who from Electra will present or speak at upcoming events in 2026?
