American Battery Technology Company Announces Highest Ever Gross Profit and Successful Appeal for Reinstatement of $57 Million US Department of Energy Grant in Fourth Quarter FY2026 Financial Results

Original announcement by globenewswire on

Company
American Battery Technology Company
Ticker
ABAT
Exchange
Unavailable
Region
Nevada
Primary commodity
Lithium
Secondary commodities
None reported
Document categories
Resource update, Other
Extracted
2026-09-12 02:24:32 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

American Battery Technology Company reported its Q4 FY2026 financial results, highlighting record gross profit and the successful reinstatement of a $57 million DOE grant for the Tonopah Flats Lithium Project. The company also announced an 11% increase in total lithium resources to 21.3 million tonnes LHM and the establishment of 2.73 million tonnes of proven and probable reserves.

Reasoning: The company reported a resource increase and reserve establishment alongside a significant grant reinstatement, though a new federal directive on black mass exports poses a material revenue risk.

Positive factors

  • Tonnage growth of 11% for lithium resources
  • Establishment of proven and probable reserves
  • Successful appeal for $57 million DOE grant reinstatement

Negative factors

  • Regulatory risk regarding black mass export prohibition

Facts used in scoring: 5

Classification and evidence

Tonnage Growthpositive

Tonnage increase reaching the strong tier vs prior estimate, with grade maintained or improved.

Why it applies: Total lithium resources increased approximately 11% to 21.3 million tonnes LHM.

Evidence · text

“Total TFLP lithium resources (measured, indicated, and inferred) increased approximately 11% to 21.3 million tonnes LHM”

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: Company established 0.98 million tonnes of proven reserves.

Evidence · text

“establishment of 2.73 million tonnes of proven (0.98) and probable (1.75) reserves”

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: Company established 1.75 million tonnes of probable reserves.

Evidence · text

“establishment of 2.73 million tonnes of proven (0.98) and probable (1.75) reserves”

Extracted facts

Stored fact records: 5. Some facts used in scoring do not have a stored record.

Resource Estimates (5)

inferredTonopah Flats Lithium Project · lithiumView all details
Link to this fact

Identity

Project
Tonopah Flats Lithium Project
Commodity
lithium
Region
usa_nv
Reported Region
Nevada
Ticker
ABAT

Resource scope

Estimate type
resource
Reporting standards
sec_sk1300
Qualified person names
RESPEC, LLC
Resource group id
resource:81585628c0cd464d66b6
Deposit or zone
Tonopah Flats Lithium Project
Mining method
underground

Resource Data

Category
inferred

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-20T00:00:00.000Z

Reasoning: Part of the total 21.3 Mt resource reported.

Evidence · text

“Total TFLP lithium resources (measured, indicated, and inferred) increased approximately 11% to 21.3 million tonnes LHM”

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

measuredTonopah Flats Lithium Project · lithiumView all details
Link to this fact

Identity

Project
Tonopah Flats Lithium Project
Commodity
lithium
Region
usa_nv
Reported Region
Nevada
Ticker
ABAT

Resource scope

Estimate type
resource
Reporting standards
sec_sk1300
Qualified person names
RESPEC, LLC
Resource group id
resource:f1cf8601005281443c4a
Deposit or zone
Tonopah Flats Lithium Project
Mining method
underground

Resource Data

Category
measured

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-20T00:00:00.000Z

Reasoning: Included in the total 21.3 Mt resource reported.

Evidence · text

“Total TFLP lithium resources (measured, indicated, and inferred) increased approximately 11% to 21.3 million tonnes LHM”

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedTonopah Flats Lithium Project · lithiumView all details
Link to this fact

Identity

Project
Tonopah Flats Lithium Project
Commodity
lithium
Region
usa_nv
Reported Region
Nevada
Ticker
ABAT

Resource scope

Estimate type
resource
Reporting standards
sec_sk1300
Qualified person names
RESPEC, LLC
Resource group id
resource:0e0ddec584f99d409659
Deposit or zone
Tonopah Flats Lithium Project
Mining method
underground

Resource Data

Category
indicated

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-20T00:00:00.000Z

Reasoning: Included in the total 21.3 Mt resource reported.

Evidence · text

“Total TFLP lithium resources (measured, indicated, and inferred) increased approximately 11% to 21.3 million tonnes LHM”

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenTonopah Flats Lithium Project · lithiumTonnes: 2730000View all details
Link to this fact

Identity

Project
Tonopah Flats Lithium Project
Commodity
lithium
Region
usa_nv
Reported Region
Nevada
Ticker
ABAT

Resource scope

Estimate type
reserve
Reporting standards
sec_sk1300
Qualified person names
RESPEC, LLC
Resource group id
resource:cedd193eff6810e8a1fe
Deposit or zone
Tonopah Flats Lithium Project
Mining method
underground

Resource Data

Category
proven
Tonnes
2730000

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-20T00:00:00.000Z

Reasoning: New reserve establishment reported.

Positive factors

  • Establishment of proven reserves

Evidence · text

“establishment of 2.73 million tonnes of proven (0.98) and probable (1.75) reserves”

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableTonopah Flats Lithium Project · lithiumTonnes: 2730000View all details
Link to this fact

Identity

Project
Tonopah Flats Lithium Project
Commodity
lithium
Region
usa_nv
Reported Region
Nevada
Ticker
ABAT

Resource scope

Estimate type
reserve
Reporting standards
sec_sk1300
Qualified person names
RESPEC, LLC
Resource group id
resource:d44b312ffe9461fe0a03
Deposit or zone
Tonopah Flats Lithium Project
Mining method
underground

Resource Data

Category
probable
Tonnes
2730000

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-20T00:00:00.000Z

Reasoning: New reserve establishment reported.

Positive factors

  • Establishment of probable reserves

Evidence · text

“establishment of 2.73 million tonnes of proven (0.98) and probable (1.75) reserves”

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.