5E Advanced Materials, Inc. (FEAM) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and welcome to the 5e Advanced Materials Earnings Conference Call. All participants are currently in a listen-only mode. After the prepared remarks, we will open the call for a question and answer session. Please note, today's call is being recorded. Before we begin, I would like to remind everyone that today's discussion will include forward-looking statements. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially. For more information on these risks, please refer to the company's filings with the Securities and Exchange Commission. 5E Advanced Materials undertakes no obligation to update or revise any forward-looking statements. At this time, I would like to turn the call over to Paul Weibel, Chief Executive Officer of 5E Advanced Material. Paul, please go ahead. Thank you and good afternoon, everyone, and thank you for joining us today. Fiscal 2026 is shaping up to be a pivotal year for 5E, a year defined by momentum, achievement, and meaningful progress toward establishing ourselves as a leading U.S. 4E producer. We've reached what is for us, the most significant moment in both domestic borate market and the evolution of supportive U.S. policy. Boron, the fifth element on the periodic table, is now officially recognized as a U.S. critical mineral. On November 7th, the U.S. Geological Survey and the Department of the Interior formally added boron to the final 2025 critical minerals list. That recognition, is a major validation of our strategy, confirming what we've long advocated, that boron is a cornerstone of America's energy policy, national defense, and high technology sectors, while also being essential to glass, ceramics, and agriculture. There...