What changed
Computed from the event log as of 2026-07-07 — nothing below is summarized by a model, every line is a filtered list.
Hold Parcel B as backup site moved to Review.
Hold Parcel B as backup site moved to Review.
Confirm Parcel A as preferred site moved to Approved.
Evaluate solar array land use approval path moved to Review.
Follow-up review: Coating & Finishing Supplier logistics throughput has been benchmarked against comparable re
Initiate grid interconnection study moved to Approved.
Follow-up review: Cell Maker B shows measurable demand signals consistent with current offtake discussions.
Compare Brazil and Argentina flake deposits against logistics cost and qualification timeline before committing initial offtake volume.
Monitor Tanzania rail expansion progress before committing to sourcing volume from that region.
Submit an application under the Canadian critical-minerals incentive program for the Ontario candidate site.
Begin qualification of a second non-domestic spheronization facility to reduce single-facility dependency.
Determine whether Cell Maker B can accommodate a new qualification cycle given capacity constraints.
Negotiate a throughput commitment at Port of Santos to reduce congestion exposure.
Review shared-capacity scheduling terms on the Vitória-Minas railway.
Assess the land use approval path for the candidate solar array supplementing site power.
Retain Parcel B as a backup site pending rail access resolution.
Escalate water allocation negotiation given its status as a binding constraint on site development.
Monitor Imperial County zoning approval status ahead of construction scheduling.
Assess realistic offtake volume from the grid storage integrator customer segment.
Evaluate locking petroleum coke feedstock pricing given recent volatility.
Submit a formal application for the Department of Energy loan guarantee program.
Monitor Mozambique's regulatory and export policy developments relevant to sourcing risk.
Monitor Madagascar's export policy stability relevant to tertiary sourcing plans.
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.
1 open agent signal references Union Pacific Rail Corridor — a dependency of this scenario.
3 open agent signals reference Spheronization Facility (non-domestic) — a dependency of this scenario.
1 open agent signal references Argentina Exploration Block — a dependency of this scenario.
1 open agent signal references Imperial Irrigation District (power arm) — a dependency of this scenario.
1 open agent signal references Colorado River Allocation (Imperial Irrigation District) — a dependency of this scenario.
No risk updates in the last 7 days.