Insights

Annual Outlook Last year marked a turning point for KMX. We achieved major milestones across technology, manufacturing, and commercial operations, laying a strong foundation for accelerated growth in 2026. Key 2025 Highlights Successfully completed and delivered...

It has been a strong period of growth for KMX, marked by major manufacturing developments. In this quarterly update, I’ll provide insights into three key catalysts for KMX, including: Completion of two KMX systems manufactured in the U.S. Sumitomo Electric MOU for...

Last week, we hosted KMX’s partner, Sumitomo Electric, in Connecticut for strategic and manufacturing planning discussions. We thank the Sumitomo Electric team, the State of Connecticut’s economic development group, AdvanceCT, and KMX’s advisors, including Barclays,...

Last week, Barclays hosted KMX and Cornish Lithium’s management teams for an investor dinner in London to discuss the outlook for U.K. lithium development. The event included discussions on the lithium macro environment, critical mineral geopolitics, and upcoming...

It was a solid first half of 2025 for KMX. Policy tailwinds are building, manufacturing progress remains on-track, and our commercial momentum continues to grow. In this update, I’ll provide additional insights into: Tailwinds for Oil & Gas Produced Water...

It was a strong quarter for KMX, and the outlook continues to improve. During the quarter, the team continued to build out our two core markets (oil & gas produced water desalination, and lithium concentration). The team also executed on our diversification...

Two Commercial Milestones and Operational Expansion It was a big week for the KMX team. Two significant commercial transactions were finalized, and the technical team continues to make strides with our North American operational expansion. Following some market...

Accelerating Commercialization Following Capital Raise and Technical Successes It has been a transformative period recently for KMX. The close of our recent capital raise, a new grant from the Canadian government, and successful demonstrations are some of the exciting...

We were recently in Japan for strategic planning and manufacturing meetings with our partner, Sumitomo Electric. Dr. Sean Ghayeni, KMX Head of Technology, and I were honored to be special guests of Sumitomo Electric for the visit. The planning sessions included...

Annual Outlook: Building on Technology Breakthrough Last year, the KMX team achieved its three goals for the year: 1) Manufacturing, 2) Diversification, and 3) Technology Enhancement. The durability and performance of our Gen III membranes has exceeded expectations....

In January, we released three annual goals for 2023: 1) Manufacturing, 2) Diversification, and 3) Technology Enhancement. We are pleased to relay that all three of these goals have already been met. In this update, we highlight these milestones and provide a brief...

Last week, Chile’s president unveiled the long-awaited national lithium strategy. The strategy is in-line with industry expectations, removes significant political risk, and paves the wave for a multi-decade upcycle of tech-enabled domestic lithium production within a...