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RecycLiCo Battery Materials Inc. (renamed from American Manganese Inc.; name change approved by shareholders in July 2022, shares began trading under the new name 2022-10-03; TSXV: AMY, OTCQB: AMY
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
RecycLiCo's US subsidiary (RUMR) and Alaska Energy Metals Corp signed a non-binding MOU (effective 2025-09-16): AEMC supplies RUMR with metal-concentrate samples and assay/mineralogical/metallurgical data from AEMC's Nikolai deposit (Ni, Co, Cu, Cr, Pt, Pd, Au) for RUMR to test hydrometallurgical recovery, with a stated goal of a co-located processing facility at the Nikolai site. Assessment-stage only — no confirmed commercial supply agreement or volume yet, hence unverified confidence despite the named, dated relationship. Re-checked 2026-09-23 (wake-minerals-buyers, step 0.5): the cited MOU page still stands verbatim, no retraction found. But AEMC's own subsequent public disclosure (a 2026-07 corporate update on Nikolai metallurgical testing) names Lifezone Metals — not RecycLiCo/RUMR — as the partner receiving flotation concentrate for hydrometallurgical amenability testing, and does not mention RecycLiCo at all. No termination of the RecycLiCo MOU has been announced by either party, so this is flagged as a live open question rather than asserted as lapsed: AEMC may be running parallel evaluations, or the RecycLiCo track may have gone quiet without a public announcement. Confidence stays unverified; do not upgrade without a RecycLiCo-side or AEMC-side statement addressing the relationship directly. Re-checked 2026-09-25 (wake-minerals-buyers): RecycLiCo release still the only source; no follow-up RUMR/AEMC announcement, no volume or commercial term. AEMC 2026-07-16 locked-cycle flotation results were run by SGS Quebec, not RUMR, so they are not evidence of this MOU progressing. Re-checked 2026-10-05 (wake-minerals-buyers): web search surfaces only the original 2025-09-16 release and its syndications; no follow-up, termination or commercial term from either party. Unchanged, confidence stays unverified.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 4 of its 4 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is coverage-limited.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.