EnergyX switches on massive US membrane plant, tightening grip on lithium supply chain

By: ICN Bureau

Last updated : February 23, 2026 12:10 pm



The move sharply reduces reliance on overseas suppliers, shortens production lead times, and strengthens the domestic lithium supply chain


Clean energy major EnergyX has switched on one of North America’s largest roll-to-roll membrane production machines, marking a major step in bringing critical mineral processing back to US soil.
 
The advanced manufacturing line, now operational at the company’s Austin facility, enables EnergyX to produce up to 500,000 square meters per year of ion exchange membranes — a core component of its GET-Lit lithium separation technology portfolio. 
 
The move sharply reduces reliance on overseas suppliers, shortens production lead times, and strengthens the domestic lithium supply chain.
 
The commissioning represents more than just new equipment. It anchors critical process manufacturing in the United States and creates a scalable platform aimed at high-growth clean energy sectors, including desalination, carbon capture, and advanced industrial manufacturing.
 
“Our vision at EnergyX is to vertically integrate as much of our critical supply chain as possible,” states EnergyX Founder & CEO Teague Egan. 
 
“We need to control the production of the actual consumables that enable our breakthrough lithium extraction and recovery process. It’s also very convenient that these proprietary membranes are applicable and extremely sought after in the carbon capture and other rapidly growing markets.”
 
By bringing membrane manufacturing in-house, EnergyX says it is cutting exposure to geopolitical risk, logistics bottlenecks, and supplier volatility — vulnerabilities that have plagued global clean energy supply chains. 
 
Backed by proprietary chemistries and trade-secret manufacturing workflows, the company expects the move to lower execution costs for its flagship US lithium development, Project Lonestar Lithium, by an estimated $10 million compared to third-party sourcing.
 
But lithium is just the beginning.
 
EnergyX is positioning itself as a broader energy technology and critical materials manufacturing platform, targeting expansion into the nuclear materials supply chain, advanced battery materials, industrial decarbonization, and desalination infrastructure.
 
The strategy is already translating into revenue. The company has completed its first commercial sales across multiple verticals and projects more than $100 million in sales over the next five years. Deliveries of its first commercial membrane and equipment orders are expected in the first quarter of 2026.
 
With the ion exchange membrane and electrodialysis systems market projected to reach $7.5 billion by 2035, EnergyX is aiming to capture value across both advanced materials and integrated systems — staking its claim as a key player in the next generation of American clean energy manufacturing.

Clean energy EnergyX ion exchange membranes

First Published : February 23, 2026 12:00 am