Evaluate Madagascar as tertiary source region
Assess Madagascar deposits as a tertiary diversification option alongside Brazil and Argentina.
No rationale recorded for this decision.
| ID | Date | Category | Confidence | Notes |
|---|---|---|---|---|
| EV-014 | 2026-02-26 | Geology | Medium | Early-stage resource, approximately 6 million tonnes inferred at 6.5% Cg; drilling density is not yet sufficient to convert to an indicated resource. |
| ID | Date | Category | Notes |
|---|---|---|---|
| EV-075 | 2026-05-22 | Permitting | A preliminary wetlands delineation survey commissioned for this program identified no jurisdictional wetlands within the primary site boundary, though the adjacent water infrastructure corridor remains under review. |
| EV-074 | 2026-05-21 | Permitting | Army Corps jurisdictional determination requests for comparable water-adjacent industrial sites in the region have taken a median of 14 months to resolve per publicly available Corps case data. |
| EV-073 | 2026-05-20 | Permitting | County planning staff confirmed in a pre-application meeting that no general plan amendment would be required for the current site configuration, reducing procedural risk. |
| EV-072 | 2026-05-19 | Permitting | Imperial County's zoning approval process for the relevant land use classification has historically required a public hearing period of 60–90 days, per county planning department procedural guidelines. |
| EV-071 | 2026-05-18 | Permitting | DTSC pre-application consultation, where used by comparable applicants, correlated with an average 20% reduction in total review time in a sample of 14 similar California facility permits. |
| EV-108 | 2026-05-15 | Market | Non-domestic spheronization allocations were reported as broadly stable through Q2 2026, with no material tightening observed in available trade reporting. |
| EV-070 | 2026-05-15 | Permitting | DTSC's published median permit review time for comparable Category III chemical handling facilities was 27 months for permits issued between 2021–2025. |
| EV-069 | 2026-05-14 | Water Rights | Historical allocation negotiations of comparable scope in the Colorado River basin have taken 3–7 years to resolve, per state water authority case history. |
| EV-068 | 2026-05-13 | Water Rights | Colorado River allocation negotiations involve at least four other claimant parties beyond the Imperial Irrigation District, per public filings with the California State Water Resources Control Board. |
| EV-067 | 2026-05-12 | Land Use | Parcel B sits roughly 6 miles from the nearest rail spur, versus direct rail access at Parcel A, implying an estimated $4–6 million incremental cost for a dedicated rail connector if selected. |
| EV-066 | 2026-05-11 | Land Use | Parcel B is approximately 40% larger than Parcel A but is zoned M-1 (light industrial), which would require a use variance for chemical processing activities. |
| EV-065 | 2026-05-08 | Land Use | Parcel A is zoned M-2 (heavy industrial) under current Imperial County code, which permits chemical processing use without a zoning variance. |
| EV-064 | 2026-05-07 | Land Use | Parcel A title review, completed in Q1 2026, identified one recorded easement for an existing irrigation canal that would need to be relocated or engineered around during site development. |
| EV-063 | 2026-05-06 | Infrastructure | Land lease terms for utility-scale solar in Imperial County have been quoted in the range of $800–1,200 per acre annually based on recent comparable transactions. |
| EV-062 | 2026-05-05 | Infrastructure | Candidate solar array site has average annual insolation among the highest in the continental U.S. per NREL resource data, supporting a favorable capacity factor estimate of approximately 32%. |
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Madagascar's export policy for graphite has been broadly stable but is not contractually locked in.
Mozambique's regulatory and export policy environment for critical minerals is still developing.
The critical minerals production tax credit is subject to future policy change.
Prepayment facility terms are still under negotiation and could affect capital structure assumptions.
Department of Energy loan guarantee approval timing and terms remain uncertain.
Petroleum coke feedstock pricing for the synthetic hedge pathway has shown recent volatility.
Sulfuric acid supply for purification currently depends on a single candidate supplier.
Grid storage integrator demand volume is less certain than primary battery-cell offtake.
No unknown factors recorded for this decision.
Outcome not yet recorded — this decision may still be open.
No lessons learned recorded for this decision.