Atlas/Evidence Ledger
Evidence Ledger

The permanent record

Every row here has been through human review and accepted. Nothing is ever deleted — a revised claim files a new version and points back to the one it supersedes. Select any record for its full history.

Evidence IDTitleProjectConfidenceStatusVersionAccepted
EV-109Battery-grade spherical graphite FOB China pricing rose a cumulative 4.2% over three co…Graphite AmericaHighVerifiedv2(supersedes EV-108)2026-07-08
EV-107Inland Trucking Logistics Provider's onboarding process and typical multi-carrier contr…Graphite AmericaLowVerifiedv12026-07-07
EV-106Bulk Graphite Storage Terminal lease terms are under review as part of program capital …Graphite AmericaMediumVerifiedv12026-07-06
EV-105Coating & Finishing Supplier's logistics throughput has been benchmarked against two co…Graphite AmericaMediumPendingv12026-07-03
EV-104Union Pacific's technical capacity audit for the relevant corridor segment is consisten…Graphite AmericaHighUnder Reviewv12026-07-02
EV-103Imperial Irrigation District's infrastructure assessment confirms existing substation c…Graphite AmericaLowVerifiedv12026-07-01
EV-102Cell Maker B has expressed measurable interest in a secondary supply relationship, cont…Graphite AmericaMediumVerifiedv12026-06-30
EV-101Cell Maker A's qualification review process follows a documented 9-step protocol with a…Graphite AmericaMediumPendingv12026-06-29
EV-100Port of Long Beach lease and terminal-use terms for the volumes this program would requ…Graphite AmericaHighUnder Reviewv12026-06-26
EV-099Non-domestic spheronization throughput has been benchmarked at approximately 45,000 ton…Graphite AmericaLowVerifiedv12026-06-25
EV-098Independent technical audit of the Imperial Valley candidate site confirmed the propose…Graphite AmericaMediumVerifiedv12026-06-24
EV-097Argentina Exploration Block's infrastructure assessment found the nearest paved road ac…Graphite AmericaMediumPendingv12026-06-23
EV-096Brazil Flake Deposit A has an active offtake discussion with two candidate cell makers,…Graphite AmericaHighUnder Reviewv12026-06-22
EV-095Madagascar's export tax on unprocessed graphite is currently 2% of declared value, unch…Graphite AmericaMediumPendingv12026-06-19
EV-094Mozambique's Mining Law framework requires a minimum 20% government free-carry interest…Graphite AmericaMediumUnder Reviewv12026-06-18
EV-093Program eligibility modeling suggests the credit could offset an estimated $8–14 millio…Graphite AmericaHighUnder Reviewv12026-06-17
EV-092The 45X Advanced Manufacturing Production Credit currently provides a credit equal to 1…Graphite AmericaHighVerifiedv12026-06-16
EV-091Prepayment terms remain contingent on finalizing the underlying offtake volume and pric…Graphite AmericaMediumVerifiedv12026-06-15
EV-090Prepayment facility discussions with Cell Maker A reference a structure similar to publ…Graphite AmericaMediumUnder Reviewv12026-06-12
EV-089Comparable critical-minerals processing projects that received DOE loan guarantees in 2…Graphite AmericaHighUnder Reviewv12026-06-11
EV-088DOE Title 17 loan guarantee program has a stated application-to-conditional-commitment …Graphite AmericaHighVerifiedv12026-06-10
EV-087Calcined petroleum coke suitable for synthetic graphite production is available from at…Graphite AmericaMediumVerifiedv12026-06-09
EV-086Petroleum coke feedstock pricing has moved within a $310–380 per tonne range over the t…Graphite AmericaMediumUnder Reviewv12026-06-08
EV-085Quoted delivered pricing from the engaged supplier is approximately $145–160 per tonne,…Graphite AmericaHighUnder Reviewv12026-06-05
EV-084Only one sulfuric acid supplier has been engaged in preliminary discussions; two additi…Graphite AmericaHighVerifiedv12026-06-04
EV-083Integrator has indicated openness to a shorter qualification cycle than cell manufactur…Graphite AmericaMediumVerifiedv12026-06-03
EV-082Grid Storage Integrator West's projected annual material demand, per its public capacit…Graphite AmericaMediumUnder Reviewv12026-06-02
EV-081Consortium's technical qualification standard (per published supplier requirements) is …Graphite AmericaHighUnder Reviewv12026-06-01
EV-080European Battery Consortium's public sourcing roadmap targets 30% non-Asian anode mater…Graphite AmericaHighVerifiedv12026-05-29
EV-079No federally listed endangered species habitat has been identified within the immediate…Graphite AmericaMediumVerifiedv12026-05-28
EV-078Colorado River Delta habitat review precedent from a comparable cross-border infrastruc…Graphite AmericaMediumUnder Reviewv12026-05-27
EV-077Comparable processing facilities elsewhere have achieved PM10 compliance using baghouse…Graphite AmericaHighUnder Reviewv12026-05-26
EV-076Salton Sea Air Basin is currently classified as nonattainment for PM10 under federal st…Graphite AmericaHighVerifiedv12026-05-25
EV-075A preliminary wetlands delineation survey commissioned for this program identified no j…Graphite AmericaMediumVerifiedv12026-05-22
EV-074Army Corps jurisdictional determination requests for comparable water-adjacent industri…Graphite AmericaMediumUnder Reviewv12026-05-21
EV-073County planning staff confirmed in a pre-application meeting that no general plan amend…Graphite AmericaHighUnder Reviewv12026-05-20
EV-072Imperial County's zoning approval process for the relevant land use classification has …Graphite AmericaHighVerifiedv12026-05-19
EV-071DTSC pre-application consultation, where used by comparable applicants, correlated with…Graphite AmericaMediumVerifiedv12026-05-18
EV-108Non-domestic spheronization allocations were reported as broadly stable through Q2 2026…Graphite AmericaMediumVerifiedv12026-05-15
EV-070DTSC's published median permit review time for comparable Category III chemical handlin…Graphite AmericaMediumUnder Reviewv12026-05-15
EV-069Historical allocation negotiations of comparable scope in the Colorado River basin have…Graphite AmericaHighUnder Reviewv12026-05-14
EV-068Colorado River allocation negotiations involve at least four other claimant parties bey…Graphite AmericaHighVerifiedv12026-05-13
EV-067Parcel B sits roughly 6 miles from the nearest rail spur, versus direct rail access at …Graphite AmericaMediumVerifiedv12026-05-12
EV-066Parcel B is approximately 40% larger than Parcel A but is zoned M-1 (light industrial),…Graphite AmericaMediumUnder Reviewv12026-05-11
EV-065Parcel A is zoned M-2 (heavy industrial) under current Imperial County code, which perm…Graphite AmericaHighUnder Reviewv12026-05-08
EV-064Parcel A title review, completed in Q1 2026, identified one recorded easement for an ex…Graphite AmericaHighVerifiedv12026-05-07
EV-063Land lease terms for utility-scale solar in Imperial County have been quoted in the ran…Graphite AmericaMediumVerifiedv12026-05-06
EV-062Candidate solar array site has average annual insolation among the highest in the conti…Graphite AmericaMediumUnder Reviewv12026-05-05
EV-061Interconnection cost estimates from SCE's publicly available fee schedule suggest $12–1…Graphite AmericaHighUnder Reviewv12026-05-04
EV-060Southern California Edison's published interconnection queue shows a current average st…Graphite AmericaHighVerifiedv12026-05-01
EV-059European transshipment would only be operationally relevant if a European offtake custo…Graphite AmericaMediumVerifiedv12026-04-30
EV-058Rotterdam transshipment routing was quoted by two freight forwarders at an incremental …Graphite AmericaMediumUnder Reviewv12026-04-29
EV-057A pre-engineered metal building of the required specification carries an estimated cons…Graphite AmericaHighUnder Reviewv12026-04-28
EV-056Feedstock warehouse site selection is contingent on final processing-site layout, which…Graphite AmericaHighVerifiedv12026-04-27
EV-055Available bonded warehouse capacity in the immediate port-adjacent zone is limited; the…Graphite AmericaMediumVerifiedv12026-04-24
EV-054Long Beach bonded warehouse space in the relevant size class has quoted lease rates of …Graphite AmericaMediumUnder Reviewv12026-04-23
EV-053Railway operator has publicly committed to a capacity expansion completing in 2028, whi…Graphite AmericaHighUnder Reviewv12026-04-22
EV-052Vitória-Minas railway is jointly used by at least one major iron ore exporter, whose pu…Graphite AmericaHighVerifiedv12026-04-21
EV-051A parallel Union Pacific line provides a documented alternative routing in the event of…Graphite AmericaMediumVerifiedv12026-04-20
EV-050BNSF's Southern California corridor reports average utilization of approximately 70% of…Graphite AmericaMediumUnder Reviewv12026-04-17
EV-049Beira's channel depth restricts vessel size to approximately 40,000 DWT, requiring smal…Graphite AmericaHighUnder Reviewv12026-04-16
EV-048Port of Beira's bulk handling equipment was last upgraded in 2018; independent shipping…Graphite AmericaHighVerifiedv12026-04-15
EV-047Santos has an active labor agreement through 2027, reducing near-term strike risk relat…Graphite AmericaMediumVerifiedv12026-04-14
EV-046Port of Santos bulk terminal throughput data from the port authority shows average dwel…Graphite AmericaMediumUnder Reviewv12026-04-13
EV-045Producer has stated public interest in a long-term tolling arrangement rather than a di…Graphite AmericaHighUnder Reviewv12026-04-10
EV-044Independent Anode Producer began commercial operations in 2024 and has not yet publishe…Graphite AmericaHighVerifiedv12026-04-09
EV-043Cell Maker B has indicated in supplier correspondence that its anode line has approxima…Graphite AmericaMediumVerifiedv12026-04-08
EV-042Cell Maker B's qualification protocol differs from Cell Maker A's, requiring an additio…Graphite AmericaMediumUnder Reviewv12026-04-07
EV-041Internal program tracking shows two of three required qualification batches completed a…Graphite AmericaHighUnder Reviewv12026-04-06
EV-040Cell Maker A's anode line has a stated qualification protocol requiring a minimum of th…Graphite AmericaHighVerifiedv12026-04-03
EV-039Regional power costs in Heilongjiang are reported as among the lowest of the three sphe…Graphite AmericaMediumVerifiedv12026-04-02
EV-038Heilongjiang facility is the northernmost option under evaluation and carries the longe…Graphite AmericaMediumUnder Reviewv12026-04-01
EV-037Ningbo facility has an existing commercial relationship with at least one other North A…Graphite AmericaHighUnder Reviewv12026-03-31
EV-036Ningbo facility capacity is estimated at 35,000 tonnes annually based on 2025 industry …Graphite AmericaHighVerifiedv12026-03-30
EV-035Preliminary engineering estimates place capital cost for a domestic purification line a…Graphite AmericaMediumVerifiedv12026-03-27
EV-034A domestic purification line has not been operated at commercial scale by any U.S.Graphite AmericaMediumUnder Reviewv12026-03-26
EV-033Regional environmental enforcement actions against similar facilities in Hubei province…Graphite AmericaHighUnder Reviewv12026-03-25
EV-032Yichang facility's purification process reportedly uses a hydrofluoric acid method rath…Graphite AmericaHighVerifiedv12026-03-24
EV-031Facility has operated continuously since 2016 with no publicly reported major outages, …Graphite AmericaMediumVerifiedv12026-03-23
EV-030Qingdao facility throughput is independently estimated at 40,000–50,000 tonnes of spher…Graphite AmericaMediumUnder Reviewv12026-03-20
EV-029Ceará state has an active MOU program with three flake producers in Minas Gerais and Ba…Graphite AmericaHighUnder Reviewv12026-03-19
EV-028In-country Brazilian processing would qualify for a regional industrial development tax…Graphite AmericaHighVerifiedv12026-03-18
EV-027Existing hydroelectric power contracts in the region price at roughly $0.045/kWh, mater…Graphite AmericaMediumVerifiedv12026-03-17
EV-026Ontario site qualifies for the Canadian Critical Minerals Infrastructure Fund, which co…Graphite AmericaMediumUnder Reviewv12026-03-16
EV-025Gulf Coast site benefits from existing rail and barge access but sits within a NOAA-des…Graphite AmericaHighUnder Reviewv12026-03-13
EV-024Site diligence identifies an existing Class II hazardous waste permit held by the prior…Graphite AmericaHighVerifiedv12026-03-12
EV-023Preliminary economic assessment (2025) estimated a sustaining capital requirement rough…Graphite AmericaMediumVerifiedv12026-03-11
EV-022Located approximately 380 km from Deposit A in a separate geological basin; lower avera…Graphite AmericaMediumUnder Reviewv12026-03-10
EV-021Deposit sits within 40 km of the planned Mtwara–Songea rail extension, which would mate…Graphite AmericaHighUnder Reviewv12026-03-09
EV-020Resource drilling is approximately 60% complete; current indicated resource of 9 millio…Graphite AmericaHighVerifiedv12026-03-06
EV-019Total estimated resource of approximately 400,000 tonnes — roughly 2% of the tonnage av…Graphite AmericaMediumVerifiedv12026-03-05
EV-018Vein-hosted deposit with exceptionally high purity (typically 90%+ Cg in situ) but narr…Graphite AmericaMediumUnder Reviewv12026-03-04
EV-017Measured and indicated resource of approximately 14 million tonnes at 7.8% Cg, with a h…Graphite AmericaHighUnder Reviewv12026-03-03
EV-016Weathered saprolite zone extends to approximately 25 meters, consistent with published …Graphite AmericaHighVerifiedv12026-03-02
EV-015Overburden depth of 12–18 meters is comparable to Deposit A, suggesting similar strip-m…Graphite AmericaMediumVerifiedv12026-02-27
IVE-011Preliminary semiconductor fabrication siting interest is contingent on both water alloc…Imperial Valley CorridorLowPendingv12026-02-26
EV-014Early-stage resource, approximately 6 million tonnes inferred at 6.5% Cg; drilling dens…Graphite AmericaMediumUnder Reviewv12026-02-26
IVE-010New River cross-border flow and quality conditions affect both agricultural and industr…Imperial Valley CorridorMediumUnder Reviewv12026-02-25
EV-013At a planned extraction rate of 60,000 tonnes concentrate per year, the indicated resou…Graphite AmericaHighUnder Reviewv12026-02-25
IVE-009Transmission backbone capacity, not generation, is the binding constraint on how much n…Imperial Valley CorridorHighVerifiedv12026-02-24
EV-012Indicated resource estimated at approximately 18 million tonnes at 8.2% carbon (Cg), la…Graphite AmericaHighVerifiedv12026-02-24
EV-011Inland trucking capacity may require multi-carrier contracts during ramp-up.Graphite AmericaLowPendingv12026-02-22
IVE-008Union Pacific's Imperial Valley segment operates at an estimated 35–40% of rated freigh…Imperial Valley CorridorHighVerifiedv12026-02-21
EV-010Bulk storage terminal capacity appears sufficient for initial import volumes.Graphite AmericaMediumPendingv12026-02-21
IVE-007Several parcels are zoned for industrial use but lack committed water or power allocati…Imperial Valley CorridorMediumVerifiedv12026-02-20
EV-007Two candidate cell makers have publicly stated anode-material diversification interest.Graphite AmericaLowPendingv12026-02-20
IVE-006At least one hyperscale data center developer has conducted a non-binding site visit ci…Imperial Valley CorridorLowPendingv12026-02-19
EV-009Existing geothermal power generation in the Imperial Valley could offset processing ene…Graphite AmericaMediumVerifiedv12026-02-19
EV-002Imperial Valley region has existing industrial power and rail infrastructure relevant t…Graphite AmericaMediumVerifiedv12026-02-18
IVE-005Calexico border crossing has existing commercial freight capacity but is subject to per…Imperial Valley CorridorMediumVerifiedv12026-02-17
IVE-004Irrigated farmland accounts for the large majority of current regional water use, frami…Imperial Valley CorridorMediumVerifiedv12026-02-15
IVE-003Direct lithium extraction (DLE) has been piloted at sub-commercial scale (under 1,000 t…Imperial Valley CorridorMediumUnder Reviewv12026-02-14
EV-006Port of Long Beach has existing bulk materials handling infrastructure.Graphite AmericaHighVerifiedv12026-02-14
IVE-002Salton Sea geothermal field has approximately 400 MW of installed generation capacity a…Imperial Valley CorridorHighVerifiedv12026-02-12
EV-001Battery-grade anode graphite processing capacity is geographically concentrated outside…Graphite AmericaHighVerifiedv12026-02-11
IVE-001IID holds a Colorado River entitlement of approximately 3.1 million acre-feet annually …Imperial Valley CorridorHighVerifiedv12026-02-10
EV-008Water availability is a material siting constraint in the Imperial Valley.Graphite AmericaMediumUnder Reviewv12026-02-08
EV-004Qualification cycles for new anode material suppliers typically span multiple quarters.Graphite AmericaMediumUnder Reviewv12026-02-05
EV-003Brazil and Argentina have documented flake graphite deposits at varying development sta…Graphite AmericaMediumVerifiedv12026-01-30
EV-005Synthetic graphite production is energy-intensive relative to natural flake processing.Graphite AmericaHighVerifiedv12026-01-22

120 records · 66 entities referenced across 2 projects. Reviewer and full linkage for each record are on its detail page.