Investor Update NWR Critical Minerals Presentation

Open PDF
Stock Element 25 Ltd (E25.ASX)
Release Time 13 May 2026, 3:20 p.m.
Price Sensitive Yes
 Element 25 Provides Investor Update on NWR Critical Minerals
Key Points
  • Long-life, low-cost manganese mine in Western Australia with 18.3-year reserve
  • Innovative, environmentally-friendly HPMSM processing technology
  • Partnerships with GM, Stellantis, and Nissan Chemical to expand global HPMSM production
Full Summary

Element 25 Ltd is building a global manganese business, focused on sustainable manganese ore and HPMSM for the global steel and battery markets. The company's 100%-owned Butcherbird manganese project in Western Australia has a large, long-life resource of over 270 million tonnes and a 18.3-year reserve. Butcherbird is a simple, low-cost, low-impact operation with an innovative, environmentally-friendly processing technology that eliminates waste residues and toxic reagents. The project has robust economics with an IRR of 96% and NPV of A$561 million (pre-tax, real). Element 25 plans to expand Butcherbird to 1.1 million tonnes per annum of manganese concentrate production, with the concentrate to be used as feedstock for the company's planned HPMSM facilities in the U.S. and Japan. Element 25 is partnering with major automakers GM and Stellantis to build a HPMSM facility in Louisiana, U.S., and with Nissan Chemical to develop HPMSM capacity in Japan. These initiatives aim to break China's dominance in refined manganese production and provide secure, sustainable manganese supply for the global battery metals market.

Guidance

Element 25 plans to expand the Butcherbird manganese mine in Western Australia to 1.1 million tonnes per annum of manganese concentrate production.

Outlook

Element 25 is pursuing a global strategy to expand HPMSM production capacity in the U.S., Europe, and Asia to meet growing demand from the battery metals market, with partnerships with major automakers and chemical companies.