Firebird Metals (ASX:FRB) completes commissioning step for lithium manganese rich cathode materials

Firebird Metals has completed the receipt, installation and commissioning of its proprietary cathode active materials equipment at its wholly owned China pilot plant, a practical step in moving its manganese strategy deeper into battery grade and cathode active material development.

The company has flagged initial lithium manganese rich cathode active material production for February 2026, with customer sampling planned for H2 2026 to support technical engagement, evaluation and qualification programs.

Highlights

• Proprietary cathode active materials equipment installed and commissioned at Firebird’s wholly owned China pilot plant to produce lithium manganese rich cathode active materials

• Initial lithium manganese rich cathode active material production scheduled for February 2026

• Customer samples planned for H2 2026 to support evaluation and qualification programs

• Strategic partner Taza Metal Technologies has committed to fund 50% of Firebird’s lithium manganese rich research and development activities

• Lithium manganese rich cathode active materials are targeting materially higher energy density than lithium iron phosphate, with performance characteristics comparable to certain high nickel cathode chemistries, while reducing nickel and cobalt content through high manganese substitution of at least 50% Mn using high purity manganese sulphate monohydrate

• Firebird plans to demonstrate lithium manganese rich, nickel cobalt manganese and lithium manganese iron phosphate cathode active materials at its Australian Demonstration Plant in 2026, with the company describing this as a world first capability within a single integrated facility

The commissioning milestone matters because it supports the operability of Firebird’s stated integrated pathway from manganese concentrate through high purity manganese sulphate monohydrate to cathode active materials.

In this update, the company positions its processing route across lithium manganese iron phosphate, lithium manganese rich and nickel cobalt manganese cathode active materials, with its China pilot plant now equipped to begin lithium manganese rich production on the timeline it has set.

The company states that this arrangement materially reduces its capital exposure while accelerating the advancement and validation of the lithium manganese rich platform, alongside what it describes as growing external interest in manganese rich cathode chemistries.

From a technology framing perspective, the company sets out why lithium manganese rich matters.

It highlights potential for higher energy density than lithium iron phosphate, while using materially less nickel and cobalt through high manganese substitution.

It also points to the thermal stability typically associated with manganese rich cathodes, the ability to produce lithium manganese rich through evolutionary changes to established cathode manufacturing processes, and ongoing technical progress to address historical challenges such as cycle life and voltage retention.

The market context is clear, with Firebird noting that major OEMs, including Ford and General Motors, have announced plans to commercialise lithium manganese rich cathodes for next generation electric vehicles by 2030, while lithium manganese iron phosphate adoption continues to expand across both electric vehicle and energy storage markets.

It also points to emerging high energy applications, including eVTOL aircraft and humanoid robotics, as additional drivers for lithium manganese rich development.

The next domestic demonstration step is also clearly defined.

Firebird intends to deploy and demonstrate this equipment set and synthesis process at its Australian Demonstration Plant in 2026, stating the plant will provide a world first capability to produce and demonstrate lithium manganese rich, nickel cobalt manganese and lithium manganese iron phosphate cathode active materials within a single integrated facility.

In the company’s framing, product samples produced from the Australian Demonstration Plant are expected to be supplied to a number of global Western customers as it builds local capability in advanced battery materials.

Firebird Chief Executive Officer Ron Mitchell described the commissioning as a milestone tied to the broader strategy, stating:

“Commissioning our LMR cathode active material equipment is a key milestone in delivering Firebird’s ore to cathode strategy and validating our integrated pathway from manganese concentrate through HPMSM to advanced CAM products…

Deploying this process at our Australian Demonstration Plant in 2026 will allow us to showcase LMR, NCM and LMFP CAM in a single facility and deepen engagement with global customers seeking secure, sustainable supply of advanced battery materials.”

For investors watching execution rather than concept, this update narrows the timeline to specific next steps: first production in February 2026, customer sampling in H2 2026, and the Australian Demonstration Plant deployment in 2026.

The company is positioning those milestones as the pathway to demonstrating lithium manganese rich, nickel cobalt manganese and lithium manganese iron phosphate cathode active materials through a single integrated process route, supported by a co funding structure for lithium manganese rich research and development.

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