Samso – LMR Cathode Equipment Commissioned – A Vertically Integrated Manganese story that is Driven with A Battery Materials Optionality
Samso's Noel Ong reviews Firebird's announcement that it has installed and commissioned proprietary cathode active materials (CAM) equipment at its China pilot plant. This is a key step for its lithium-manganese-rich (LMR) cathode program. Initial LMR CAM production was scheduled for February 2026, with customer sampling planned for the second half of 2026.
The article notes that strategic partner Taza Metal Technologies is co-funding 50% of the LMR R&D. It also explains that LMR cathodes aim for energy density well above LFP while cutting nickel and cobalt content through at least 50% manganese substitution.
Samso highlights the Australian Demonstration Plant as a pivotal asset, because it can showcase LMR, NCM and LMFP cathodes in one integrated facility. The article frames Firebird as a blend of bulk commodity optionality and advanced battery materials exposure.
Samso, 23 January 2026.