This is a generated timeline of newsflow based on the last announcement and broader industry context—feel free to correct me if I’ve missed anything. Firebird Metals (ASX: FRB) is progressing steadily on its LMFP (Lithium Manganese Iron Phosphate) battery strategy, a chemistry gaining serious global traction as a safer, lower-cost alternative to NMC, with better thermal stability than LFP. As automakers like CATL, BYD, and Tesla explore LMFP adoption for next-gen EV batteries, the demand for high-purity manganese sulphate is rising fast. With Firebird’s China-based processing plant now fully permitted and located in the heart of China’s EV supply chain, the company is strategically positioned to deliver into this demand with low capital intensity.
The recent granting of the Oakover mining lease brings Firebird closer to securing its own 100%-owned feedstock, which would complete a vertically integrated LMFP supply model. Upcoming milestones include finalising and submitting the mining proposal (expected by Q2), progressing financing and Final Investment Decision (FID) on the Chinese MnSO₄ plant, and potentially securing offtake agreements. Given increasing tariffs and critical mineral supply tensions between China and the West, working with China—as Firebird is—could prove to be a key strategic advantage, allowing them to ride the battery boom without getting caught in the crossfire of trade barriers.
FRB Price at posting:
7.3¢ Sentiment: Buy Disclosure: Held
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