@SurgeBattery

Proven Lithium Team Advancing a High-Grade Nevada #Lithium Discovery 📈 #TSXV: $NILI.v | #OTCQX: $NILIF | #FSE: DJ5

 Vancouver, British Columbia
surgebatterymetals.com/
Joined May 2018
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Surge Battery Metals Corporate Presentation (TSX-V: $NILI.v | OTCQX: $NILIF) - Updated MRE; 10.51 Mt LCE M&I @ 3,007 ppm Li - PEA: US$9.17B NPV, 22.8% IRR, over 42 years - JV with Evolution Mining ($EVN) - PFS led by Fluor Corporation (Q4 2026) surgebatterymetals.com/inves…

Surge Battery Metals | Securing American Energy Independence

Surge Battery Metals is a Canadian-based mineral exploration company advancing high-grade lithium clay resources at its flagship Nevada North Lithium Project to support the growing EV battery supply...

surgebatterymetals.com
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The PFS puts overall lithium recovery at 84.9%, up from 82.8% in the 2025 PEA. Mineral Reserve grade is 3,928 ppm Li, with ~4,340 ppm Li processed over the first ten years. Full interview: youtube.com/watch?v=Bxy_m29g… $NILI.V $NILIF
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Thank you to @RKEquityRocks, @LithiumIonBull and @matt_fernley for the detailed discussion on the Nevada North PFS. Graham Harris and Iain Scarr walk through the higher-grade resource, reduced Phase 1 CapEx, 84.9% recovery, and the clearer path into feasibility that builds on the work already advancing at NNLP. $NILI.V $NILIF
Rock Stock Channel
@RKEquityRocksOct 8
.@SurgeBattery's Nevada North PFS strengthens the second-mover case behind Thacker Pass: higher grade, lower phase-one CapEx, 85% recovery and a clearer path into feasibility. Graham Harris and Iain Scarr join us to discuss what comes next.👇 $NILI.V (00:00) Nevada North PFS Sets The Stakes (04:11) Why Phase One CapEx Fell (05:18) US Lithium Demand Supports Scale (06:59) Recovery Gains Face Scale-Up Test (12:39) Sulphur Costs Show Limited Sensitivity (15:08) Solid-Liquid Separation Is Key Risk (16:16) High-Grade Clay Narrows Cost Gap (21:50) Thacker Pass Creates Second-Mover Advantage (23:19) Strategic Capital Opens Funding Path (24:56) Experienced Team Supports Execution
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Lithium sentiment has turned overly negative, but the numbers say otherwise. @D_Jimenez_Sch breaks it down cleanly: China’s battery production through August already equates to ~400kt LCE of incremental demand vs last year, tracking toward at least +500kt for full-year 2026. Supply growth from major exporters is only tracking ~300kt LCE. That leaves a ~200kt deficit, with inventory drawdowns already underway. This is the backdrop for why high-grade domestic projects matter. Surge’s Nevada North PFS shows a path to battery-grade lithium carbonate at competitive costs (US$4,719/t), with a 42-year mine life and strong economics. New North American supply is needed precisely when the market is tightening. $NILI.V $NILIF
Daniel Jimenez Sch
@D_Jimenez_SchOct 7
Sentiment on lithium has turned very negative, mostly on the back of unrelated bits of information. So let's talk numbers, not opinions. What do we actually know? Demand. The hard data: China's battery production through August 2026 is up the equivalent of ~400kt LCE vs last year. If we carry only part of that growth through to year-end, Chinese batteries alone add at least ~500kt LCE of demand vs 2025. Supply. Here the only hard data is exporters' trade statistics. Change vs 2025, in kt LCE (YTD Aug → full-year 2026F): 🇦🇺 Australia: +30 → +60 🇨🇱 Chile: +70 → +50 🇦🇷 Argentina: +30 → +65 🇧🇷 Brazil: -10 → -15 🌍 Africa: +50 → +65 🇨🇦 Canada: 0 → 0 🇨🇳 China: +40 → +70 (the softest number) Total: +210 → ~+295 Even after adding the production that projects and producers have announced, 2026 supply growth comes to roughly 300kt. It's not much more than that. It can't be much more than that. So for 2026: Demand: +500kt Supply: ~+300kt Balance: a deficit of ~200kt LCE The deficit is already here. 2027? The bears say demand will pull back. That's much harder to agree or disagree with. But the inventory drawdown happening right now will clearly push the market into deficit. Figures and views are iLiMarkets' assessment.
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The Nevada North Lithium Project PFS, broken down by @LithiumIonBull on @RKEquityRocks: after-tax NPV8% of US$9.81B, 23.6% IRR, and how capital, costs and recovery compare with the 2025 PEA. Full interview: youtube.com/watch?v=Bxy_m29g… $NILI.V $NILIF
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The PFS establishes a Mineral Reserve at the Nevada North Lithium Project: → Reserve: 4.56 Mt LCE (218.3 Mt @ 3,928 ppm Li) → Full 42-year mine life, no Inferred in the plan → M&I: 10.5 Mt LCE @ 3,007 ppm Li → Incl. high grade core: 6.7 Mt LCE @ 3,820 ppm Li $NILI.V $NILIF
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Production profile from the Nevada North Lithium Project PFS: Phase 1 plant designed for ~55,900 tpa of battery-grade lithium carbonate. Phase 2 doubles processing capacity, peaking at ~111,400 tpa in Year 7. Life-of-mine average: ~92,250 tpa LCE over 42 years. $NILI.V $NILIF
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Pre-Feasibility Study, Nevada North Lithium Project: After-tax NPV8%: US$9.81B After-tax IRR: 23.6% Grade: 3,928 ppm Li Strip ratio: 0.88 : 1 Opex: US$4,719/t Mineral Reserve: 4.56 Mt LCE $NILI.V $NILIF
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Every measure improved from the 2025 PEA to the 2026 PFS. NPV +7.0% IRR +0.8 pts Phase 1 capital -6.7% Operating cost -10.0% Recovery +2.1 pts Payback -0.4 yrs Mine life unchanged at 42 yrs. 100% project basis. Surge holds 67.5% of NNL LLC. $NILI.V $NILIF
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Surge Announces Positive Pre-Feasibility Study at Nevada North: After-Tax NPV8% of US$9.81 Billion, After-Tax IRR of 23.6% and Operating Cost of US$4,719/tonne Lithium Carbonate PFS improves on 2025 PEA with lower Phase 1 capital, lower operating cost, higher recovery and a faster 4.2-year payback over a 42-year mine life 🔗: surgebatterymetals.com/news 🇨🇦 $NILI.V | 🇺🇸 $NILIF | 🇩🇪 #DJ5C
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"Nevada North is one of our most compelling lithium assets in development." Brian Paes-Braga built Lithium X, sold for C$265M in 2018. Eight years and countless projects later, here is what stood out to him: scale, location, and team. $NILI.V $NILIF
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The PFS for the Nevada North Lithium Project is targeted for this quarter. Led by Fluor, sole-funded by JV partner Evolution Mining, and built on a 10.5 Mt LCE M&I resource. $NILI.V $NILIF
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The 2026/27 drill program is under way at the Nevada North Lithium Project. Nine holes in 2025 converted 87% of the PEA mine pit to Measured and Indicated, the foundation of the PFS. NNL-030 led with 116 m @ 3,752 ppm Li. PFS targeted for Q4 2026. $NILI.V $NILIF
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America first starts in the ground. The Mesabi steel plant in Iowa is the same idea we are building in Nevada: mine it here, process it here, and keep the jobs and value here. Steel today. Lithium next. Every EV, grid battery, and advanced plant still depends on a supply chain that mostly starts overseas. Policy that rewards domestic mining and manufacturing is how that changes. $NILI.V $NILIF
The White House
@WhiteHouseSep 28
Mined, melted, and made right here in the U.S.A. 🇺🇸 President Trump announces Mesabi Metallics' new mega steel plant in Iowa, generating thousands of jobs, billions of dollars, and plenty of the highest quality, most affordable steel anywhere in the world.
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Nine holes converted 87% of the PEA mine pit to Measured and Indicated. 10.5 Mt LCE M&I at 3,007 ppm Li, including a high grade core of 6.7 Mt LCE at 3,820 ppm Li. PFS targeted for Q4 2026. $NILI.V $NILIF
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Almost every lithium battery in an American car depends on a supply chain that begins somewhere else. Changing that does not happen in a boardroom. It happens in places like Elko County, Nevada. Nevada North Lithium Project. PFS led by Fluor, targeted Q4 2026. $NILI.V $NILIF
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Project update: Nevada North Lithium Project. The updated Mineral Resource Estimate was filed June 30. A long-term access agreement was announced September 9. On September 22 the Company announced that drilling is under way on the 2026/27 program. $NILI.V $NILIF
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ICYMI: Drilling is underway at Nevada North. After BLM approval, crews have mobilized and the 2026/27 program is now collecting the geotechnical, hydrogeological, condemnation, and pit-definition data needed to fast-track the Bankable Feasibility Study. The program includes core, sonic, and RC drilling through this fall and into the 2027 season at one of North America’s highest-grade sedimentary lithium deposits — 10.5 Mt LCE Measured & Indicated at 3,007 ppm Li. 🔗 News release: surgebatterymetals.com/news/… 🇨🇦 $NILI.V | 🇺🇸 $NILIF | 🇩🇪 #DJ5C

Surge Announces Start of 2026/27 Drill Program at Nevada North Lithium Project in support of the...

Surge Battery Metals is a Canadian-based mineral exploration company advancing high-grade lithium clay resources at its flagship Nevada North Lithium Project to support the growing EV battery supply...

surgebatterymetals.com
Juniorstocks.com
@Junior_StocksSep 23
Replying to @Junior_Stocks
Surge Battery Metals Launches 2026/27 Drill Campaign at Nevada North Lithium Project ⬇️ ( TSXV: $NILI.V | OTCQX: $NILIF ) @SurgeBattery juniorstocks.com/surge-batte…

Surge Battery Metals Launches 2026/27 Drill Campaign at Nevada North Lithium Project

With BLM Approval Secured and Engineering Lead Fluor on Board, Surge Battery Metals and Partner Evolution Mining Turn the Rigs to De-Risk America’s Next High-Grade Lithium Giant.

juniorstocks.com
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This is what bringing lithium production home looks like. Active construction at @ThackerPass, now on @FoxNews. A domestic lithium supply is a national security priority, and Nevada is leading the way. Congratulations to Jonathan Evans and the @LithiumAmericas team. $LAC $NILI.V
Lithium Americas
@LithiumAmericasSep 23
A domestic lithium supply is essential for national security and we are bringing production HOME! Thank you @FoxNews Correspondent @Max_Gorden for visiting @ThackerPass and interviewing LAC's President and CEO Jonathan Evans. $LAC #criticalminerals #lithium #Nevada
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Surge Announces Start of 2026/27 Drill Program at Nevada North Lithium Project in support of the Bankable Feasibility Study. 🔗: surgebatterymetals.com/news 🇨🇦 $NILI.V | 🇺🇸 $NILIF | 🇩🇪 #DJ5C
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