EnergyX has begun commercial production of advanced membrane materials at its Austin, Texas facility, marking a key step in bolstering the U.S. supply chain for lithium and other clean energy applications. The company’s new roll-to-roll membrane production line is among the largest of its kind in North America, capable of manufacturing up to 500,000 square meters of ion exchange membranes annually.
These membranes serve as a core component of EnergyX’s GET-Lit™ lithium separation technology, which is designed to extract lithium efficiently from brine sources. Bringing this production in-house reduces reliance on overseas suppliers, shortens lead times, and strengthens control over critical consumables. According to EnergyX founder and CEO Teague Egan, “Vertically integrating our supply chain allows us to manufacture the proprietary membranes that underpin our breakthrough lithium extraction and recovery processes. These materials are also in high demand for carbon capture, desalination, and other growing clean energy markets.”
By integrating materials manufacturing, EnergyX aims to mitigate geopolitical risks, logistics constraints, and supplier volatility. The company estimates that its domestic production will lower execution costs by roughly $10 million for its flagship U.S. lithium development, Project Lonestar Lithium™, compared to purchasing membranes from third parties.
Beyond lithium, EnergyX envisions its platform extending into several high-growth sectors, including industrial decarbonization, advanced water treatment, and expanded battery materials supply chains. The company reports that initial commercial membrane and related equipment sales have already begun, with first deliveries scheduled for the first quarter of 2026. Over the next five years, EnergyX projects more than $100 million in revenue from these activities.
Industry analysts forecast that the combined ion exchange membrane and electrodialysis systems market could reach $7.5 billion by 2035, underscoring the scalability of EnergyX’s integrated manufacturing approach. As global demand for lithium and separation technologies continues to accelerate, the company’s domestic production capability positions it to capture value across multiple clean energy and industrial infrastructure applications.
Source: EnergyX
