Many junior miners have tried to follow Syrah's model of importing foreign feedstock for US refining of critical minerals to qualify for grants, loans, and tax credits (30D/45X).
The Port of New Orleans and MS River, plus proximity to reagent suppliers, make this model logistically compelling.
The Port of New Orleans and MS River, plus proximity to reagent suppliers, make this model logistically compelling.
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These chemicals help us make lithium-ion battery electrolytes, separators, and electrode binding agents.
But many of these products are extremely low-margin & require federal incentives + strong EV demand growth expectations to reach project FID.