Cap Brazil concentration at program ceiling
Set a maximum share of total feedstock volume sourced from Brazil to manage concentration risk.
Approved based on available evidence at the time; alternatives carried materially higher near-term cost or schedule risk.
| ID | Date | Category | Confidence | Notes |
|---|---|---|---|---|
| EV-017 | 2026-03-03 | Geology | High | Measured and indicated resource of approximately 14 million tonnes at 7.8% Cg, with a higher proportion of large- and jumbo-flake material than the Mozambique deposits. |
| ID | Date | Category | Notes |
|---|---|---|---|
| EV-079 | 2026-05-28 | Environmental | No federally listed endangered species habitat has been identified within the immediate project footprint per the most recent U.S. Fish and Wildlife Service critical habitat mapping. |
| EV-078 | 2026-05-27 | Environmental | Colorado River Delta habitat review precedent from a comparable cross-border infrastructure project suggests binational environmental consultation could add 6–12 months to permitting if triggered. |
| EV-077 | 2026-05-26 | Environmental | Comparable processing facilities elsewhere have achieved PM10 compliance using baghouse filtration systems with a documented capture efficiency above 99.5%. |
| EV-076 | 2026-05-25 | Environmental | Salton Sea Air Basin is currently classified as nonattainment for PM10 under federal standards, which imposes additional emissions offset requirements on new industrial sources. |
| 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. |
Showing 15 of 80 records available at replay time.
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.
- ?Full-scale cost confirmation pending
- ?Long-term policy stability unconfirmed
Outcome not yet recorded — this decision may still be open.
No lessons learned recorded for this decision.