Portfolio health, this morning
Every line below traces to a specific risk, decision, evidence record, or scenario score currently in the workspace — ready to defend in the room, not just on the page.
Compare Brazil and Argentina flake deposits against logistics cost and qualification timeline before committing initial offtake volume.
Decide whether new industrial water demand will require reallocation, efficiency gains, or a new supply source before any site is finalized.
Determine the scope and cost of a transmission backbone upgrade before committing to semiconductor or battery-materials siting, since power generation alone will not resolve the constraint.
Approve a pilot-scale domestic purification line at the Imperial Valley site.
Begin qualification of a second non-domestic spheronization facility to reduce single-facility dependency.
Formally initiate the grid interconnection study required before processing-site construction.
Imperial Valley Corridor · revised 2026-02-23
Limited non-domestic facilities convert flake to battery-grade spherical graphite; delays here block the entire pathway.
Security conditions in northern Mozambique introduce logistics and personnel risk for Cabo Delgado sourcing.
Purification capacity remains concentrated in a small number of non-domestic facilities, mirroring the spheronization bottleneck.
Both primary and alternative spheronization facilities are located in the same broad region, limiting true diversification.
Water allocation for the processing site depends on an unresolved regional negotiation among existing users.
| Infrastructure Type | Evidence Verified | Readiness |
|---|---|---|
| Rail | 2 / 5 | 40% |
| Port | 3 / 6 | 50% |
| Transport | 1 / 2 | 50% |
| Water Resource | 1 / 2 | 50% |
| Purification Facility | 3 / 6 | 50% |
| Spheronization Facility | 2 / 4 | 50% |
| Anode Production Facility | 3 / 6 | 50% |
| Storage | 4 / 8 | 50% |
| Power Utility | 4 / 6 | 67% |
| Processing Plant | 10 / 14 | 71% |
Highest composite score (9) among 3 scored scenarios, weighing cost, risk, permitting complexity, cross-border logistics, lead time, and strategic resilience equally. See "Import Intermediate Product" scorecard rationale for the evidence behind each component.
Open scenario workspace →