Insights
What we’re up to
KMX Insights – October 2022
Oct 21, 2022 | Insights
Focused on Technical Execution and Commercial Counterparts Building on our summer commercial successes, the team is now highly focused on executing for our expanded commercial opportunity set. The technical team is split between preparing for upcoming customer pilots,...
KMX Insights – August 2022
Aug 25, 2022 | Insights
Building Momentum During the Summer Slowdown It has been a major month for KMX, with big milestones realized and more commercial momentum unfolding. Over the last three weeks, we entered into a global licensing agreement with TETRA Technologies, a leading diversified...
KMX Insights – July 2022
Jul 12, 2022 | Insights
Tomorrow, we are hosting various key stakeholders and government officials for a Technology Tour at our laboratory in Mississauga, Ontario to showcase our Generation III technology and future development initiatives. For this monthly update, we highlight some of the...
KMX Discusses Lithium Concentration at the Credit Suisse Mobility Forum
Jun 28, 2022 | Insights
KMX Discusses Lithium Concentration at the Credit Suisse Mobility Forum Last week, we participated in the Credit Suisse Mobility Forum. KMX was the only lithium concentrator invited of the roughly 30 companies, 70% and 30% of which were public versus private. We’re...
KMX Insights – Mid-Year Update 2022
Jun 9, 2022 | Insights
Following through on Previously Announced Annual Goals Today, we are holding a mid-year update in New York City covering progress on our operational activities, commercial efforts, and market outlook. In February, we provided KMX’s goals for the year ahead as part of...
Wood Mackenzie podcast with KMX CEO Zachary Sadow
May 17, 2022 | Insights
KMX CEO Zachary Sadow featured on Wood Mackenzie’s podcast, the Interchange Recharge, for a discussion titled “The Future of Lithium Extraction”. Zac speaks with David Banmiller, Global Head of Strategic Banking at Wood Mackenzie, about KMX’s lithium concentration...
KMX Insights – May 2022
May 10, 2022 | Insights
South America in Focus – Enhancing LatAm Commercial Efforts in-front of Regional Buildout In this month’s update, we highlight our commercial strategy in Latin America, and provide more insight into our country-specific activities and views. In South America, we...
Lithium’s Rise Depends on New Water Technology, Not Extraction Ones
Apr 19, 2022 | Insights
Following the recent surge in lithium prices, there has been a wave of attention on the opportunities and challenges related to Direct Lithium Extraction (DLE) and its role in closing the looming lithium supply and demand imbalance, including from McKinsey &...
KMX Insights – April 2022
Apr 6, 2022 | Insights
Technology in Focus: New Trial Underway, Commercial System Build-out, and IP Expansion In this month’s update, we highlight a number of technology related initiatives underway. The technical team is currently split between 1) performing a new client trial at our...
KMX Insights – March 2022
Mar 9, 2022 | Insights
Commercial Outlook in Focus: Leveraging Partnerships Outside Lithium In this month’s update, we’re pleased to announce a new partnership, and provide updates on commercial efforts outside our core lithium focus, including industrial water treatment and energy...
Expanding on Recent Evercore Discussion – Three Goals for the Year Ahead
Feb 23, 2022 | Insights
Evercore energy analyst James West recently hosted me for a discussion spanning the lithium market, KMX’s unique technology, and the company’s goals for the year. Notably, during the discussion, I laid out KMX’s three internal goals in response to James’ question....
KMX’s CEO Zac Sadow featured on Evercore ISI’s “Invest with James West”
Feb 15, 2022 | Insights
KMX's CEO Zac Sadow was recently featured on Evercore ISI's "Invest with James West" podcast series. Zac discusses the lithium end-market demand, what makes KMX's technology leading-edge and nuances of the lithium brine concentration landscape. He also...