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Electra Battery Materials Corp Stock Price, News & Analysis

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Welcome to our dedicated page for Electra Battery Materials news (Ticker: ELBM), a resource for investors and traders seeking the latest updates and insights on Electra Battery Materials stock.

Electra Battery Materials Corporation (ELBM) regularly issues news updates focused on the development of its cobalt sulfate refinery, critical minerals processing activities, and related battery materials initiatives in North America. Company news often centers on construction milestones at its planned cobalt sulfate refinery in Temiskaming Shores, Ontario, which Electra describes as North America’s first and only cobalt sulfate refinery. These updates cover topics such as construction reactivation, tender packages for mechanical and electrical work, and progress on site infrastructure and engineering.

Another major theme in Electra’s news flow is project financing and capital markets activity. The company has reported government funding commitments from multiple levels of government in the United States and Canada, private financing arrangements, and the establishment of an at-the-market equity offering program under a U.S. registration statement. These announcements provide context on how Electra plans to fund construction and commissioning of its refinery and related initiatives.

Electra’s news releases also highlight its broader critical minerals strategy, including work on its Iron Creek cobalt-copper project and surrounding properties in Idaho’s Cobalt Belt, bench-scale testing of North American feedstocks, and collaboration with research partners such as the Centre to Advance the Science of Exploration to Reclamation in Mining (CASERM). Additional updates describe efforts in black mass recycling, evaluation of nickel refining opportunities, and supply chain cooperation agreements, such as its agreement with Positive Materials Inc. related to precursor cathode active material.

Investors and observers can expect ELBM news to feature construction progress, financing developments, exploration and technical programs, supply and offtake arrangements, and participation in industry forums on critical minerals and battery materials. For those tracking the evolution of North American critical minerals infrastructure, Electra’s news feed offers ongoing insight into the company’s projects and strategic positioning.

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Electra Battery Materials (NASDAQ: ELBM) has secured a term sheet for C$17.5 million in proposed funding from Invest Ontario for its cobalt sulfate refinery construction in Temiskaming Shores. The facility, requiring a total investment of C$100 million, will be North America's first dedicated battery-grade cobalt sulfate refinery with an annual production capacity of 6,500 tonnes, enough to support 1 million electric vehicles.

The project has garnered significant government support, including a US$20 million award from the U.S. Department of Defense, with total potential government funding reaching US$48 million. The company is implementing a restructuring plan targeting ~60% reduction in convertible debt and a US$30 million equity raise. The facility will create over 50 new jobs and serve as a foundation for future battery materials initiatives.

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Electra Battery Materials Corporation (NASDAQ: ELBM) has nominated Gerard Hueber, Rear Admiral, U.S. Navy (Retired), to its Board of Directors. Hueber brings extensive experience from his naval career and most recently served as Vice President of Naval Power Requirements and Capabilities at Raytheon, overseeing an $8 billion naval portfolio.

The nomination follows Electra's recently announced restructuring and recapitalization from August 21, 2025, and comes after the addition of David Stetson to the board. Hueber's appointment aims to strengthen the company's strategic position in delivering critical minerals for North America's energy security and reducing reliance on China.

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Electra Battery Materials (NASDAQ: ELBM) has completed its early works program at its cobalt refinery north of Toronto, marking a significant step toward full construction restart. The program focused on advancing the solvent extraction (SX) facility, a crucial component for producing battery-grade cobalt.

Key accomplishments include concrete foundation work for SX tanks, processing equipment installation, structural roofing, and infrastructure upgrades. The project, supported by government funding, positions Electra's facility as North America's only refinery designed to produce battery-grade cobalt sulfate at scale.

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Electra Battery Materials (NASDAQ: ELBM) has appointed industry veteran David Stetson to its Board of Directors. Stetson brings significant leadership experience, notably his successful tenure as CEO of Alpha Metallurgical Resources where he increased market capitalization from $50 million to over $4 billion and eliminated $800 million of debt.

The appointment coincides with Electra's recently announced recapitalization process with its senior secured convertible noteholders. As part of this process, the company has closed a $2 million Bridge Financing through unsecured 90-day 12.00% promissory notes. Stetson joins as a board nominee of the Lenders, supporting Electra's efforts to strengthen its balance sheet and advance North America's critical minerals supply chain initiatives.

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Electra Battery Materials (NASDAQ: ELBM) has announced a comprehensive financial restructuring plan including a debt-to-equity conversion and a US$30 million financing initiative. The company will convert approximately US$40 million of its outstanding Notes into equity at US$0.60 per share, reducing total debt by 60% to about US$27 million.

The financing package includes a US$30 million Unit offering at US$0.75 per Unit, with each Unit comprising one common share and one warrant exercisable at US$1.25. The Lenders have committed US$10 million to this financing and are providing a US$2 million bridge loan. The restructuring will allow Electra to advance North America's first cobalt sulfate refinery, strengthening domestic battery materials supply chains.

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Electra Battery Materials (NASDAQ: ELBM) has filed its Q2 2025 financial results, highlighting key operational developments in its battery materials business. The company initiated early works at its North America's only cobalt sulfate refinery, began testing North American cobalt feedstock sources, and completed a feasibility study for a new battery recycling facility in Ontario.

The company reported a cash position of C$3 million at quarter-end and received a temporary waiver from debtholders to reduce minimum liquidity requirements to US$1 million. Electra is in preliminary discussions regarding potential transactions, including debt equitization, to strengthen its liquidity position.

Notable progress includes the advancement of the Aki Battery Recycling joint venture with Three Fires Group, positioning it to become Canada's first Indigenous-led lithium-ion battery recycling initiative.

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Electra Battery Materials (NASDAQ: ELBM) has initiated metallurgical testing of cobalt feedstock from two strategic North American sources: the historic Cobalt Camp in Ontario and the Iron Creek project in Idaho. The testing program aims to diversify the company's feedstock pipeline for its cobalt refinery while maintaining existing partnerships with Glencore and ERG.

The Iron Creek project contains an Indicated mineral resource of 4.4M tonnes grading 0.19% cobalt and 0.73% copper, plus an Inferred resource of 2.2M tonnes grading 0.08% cobalt and 1.34% copper. Preliminary results are expected by end-2025, potentially leading to modifications including a pressure oxidation circuit.

Additionally, Electra announced an ATM offering agreement with H.C. Wainwright & Co. to sell up to US$5.5 million in common shares. The company has a long-term offtake agreement with LG Energy Solution for up to 80% of refinery output over five years.

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Electra Battery Materials (NASDAQ: ELBM) has initiated an early works program at its cobalt refinery near Toronto, marking a significant step toward restarting North America's only cobalt refinery. The C$750,000 program focuses on preparing the solvent extraction (SX) facility and includes relocating equipment, pouring concrete bases, and completing structural roofing work. This follows a previous C$200,000 investment in site infrastructure. The project is partially funded by a US$20 million U.S. Department of Defense award and support from Canada's Strategic Innovation Fund. The initiative demonstrates Electra's commitment to establishing a domestic battery materials supply chain and follows a temporary construction pause in 2023. The company is actively working to secure the remaining financing needed for full commercial operation of its battery-grade cobalt sulfate refinery.
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Electra Battery Materials (NASDAQ: ELBM) and Three Fires Group announced major progress in their Aki Battery Recycling joint venture, Canada's first Indigenous-led lithium-ion battery recycling initiative. The venture, launched in 2024, appointed Reggie George as President and Andre Marais as Director of Strategy. The facility will process battery waste into high-grade materials and black mass, which will be refined at Electra's facility near Toronto. The initial phase aims to recycle enough battery scrap for 100,000 new EVs annually. The project will address Ontario's growing battery waste challenge, projected to reach 30,000 tonnes annually by 2030. Operating on a tolling fee basis, Aki will establish a domestic closed-loop supply chain, reducing reliance on offshore processing. The venture combines Indigenous leadership with environmental stewardship, focusing on creating long-term benefits for First Nations communities while strengthening Canada's battery supply chain.
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Electra Battery Materials (NASDAQ: ELBM) has completed a Class 3 Engineering Study for a modular battery recycling facility to be built next to its cobalt sulfate refinery near Toronto. The facility will recover lithium, nickel, cobalt, manganese, and graphite from battery scrap and end-of-life batteries using Electra's proprietary hydrometallurgical process. The project is strengthened by a partnership with Aki Battery Recycling, a majority Indigenous-owned joint venture with Three Fires Group, which will provide black mass feedstock. The recycling facility will integrate with Electra's existing cobalt refinery, which has received backing from both the Canadian government and U.S. Department of Defense. This initiative aims to establish a closed-loop, domestic battery materials supply chain in North America, reducing dependence on foreign processing and supporting energy independence from China's dominant position in critical mineral processing.
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FAQ

What is the current stock price of Electra Battery Materials (ELBM)?

The current stock price of Electra Battery Materials (ELBM) is $0.854 as of February 20, 2026.

What is the market cap of Electra Battery Materials (ELBM)?

The market cap of Electra Battery Materials (ELBM) is approximately 80.0M.

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