Atlas/Reports
Reports

Workspace summaries

Aggregated views across projects, risks, evidence, and decisions — computed directly from the shared project model and event log.

Workspace Summary
Projects
5
Entities
81
Evidence
120
Risks
50
Decisions
49
Events
186
Project Summary
Generated 2026-02-22
Entities
60
Evidence records
107
Open risks
42
Open decisions
40
Project Summary
Generated 2026-02-23
Entities
21
Evidence records
11
Open risks
6
Open decisions
4
Risk Summary
Spheronization capacity bottleneck
HighOpen
Qualification cycle length
MediumOpen
Water availability constraint
MediumMonitoring
Mozambique security and logistics exposure
HighOpen
Madagascar export infrastructure risk
MediumOpen
Sri Lanka vein deposit volume risk
MediumMonitoring
Tanzania rail dependency risk
MediumOpen
Single-country concentration risk (Brazil)
MediumMonitoring
Gulf Coast hurricane exposure
MediumOpen
Ontario site incentive uncertainty
LowMonitoring
In-country Brazil processing capital risk
MediumOpen
Non-domestic purification concentration risk
HighOpen
Purification capacity benchmarking uncertainty
LowResolved
Domestic purification line unproven at scale
MediumOpen
Spheronization single-region dependency
HighOpen
Anode line qualification timeline risk
MediumOpen
Cell Maker B anode capacity constraint
MediumMonitoring
Independent anode producer counterparty risk
LowOpen
Port of Santos congestion risk
MediumMonitoring
Port of Beira infrastructure risk
MediumOpen
Rail corridor capacity risk (Southern California)
LowMonitoring
Vitória-Minas Railway shared-capacity risk
LowMonitoring
Bonded warehouse capacity risk
LowOpen
Feedstock warehouse siting risk
LowOpen
European transshipment cost risk
LowMonitoring
Grid interconnection timeline risk
MediumOpen
Solar array permitting risk
LowMonitoring
Land parcel title risk (Parcel A)
LowResolved
Land parcel rail access risk (Parcel B)
MediumOpen
Colorado River allocation negotiation risk
HighOpen
DTSC permitting timeline risk
MediumOpen
County zoning approval risk
LowMonitoring
Army Corps wetlands review risk
MediumOpen
Air basin emissions compliance risk
MediumMonitoring
Cross-border habitat review risk
LowOpen
European customer qualification risk
MediumOpen
Grid storage customer volume uncertainty
LowMonitoring
Process chemical supplier concentration risk
MediumOpen
Synthetic feedstock cost volatility
LowMonitoring
Federal loan guarantee approval uncertainty
MediumOpen
Offtake prepayment structuring risk
LowMonitoring
Production tax credit policy risk
MediumMonitoring
Mozambique jurisdictional policy risk
MediumOpen
Madagascar jurisdictional policy risk
LowMonitoring
Water allocation constraint
HighOpen
Unproven commercial-scale lithium extraction
MediumOpen
Border crossing congestion
MediumMonitoring
Transmission backbone chokepoint
HighOpen
Cascading water-to-industrial reallocation effect
HighOpen
Semiconductor siting double-constraint
MediumMonitoring
Evidence Summary
Verified
62
Under review
49
Pending
9
Open Decisions
Select primary source region for initial feedstockReview
Review: 2026-03-05
Prioritize processing-site permitting trackDraft
Review: 2026-03-12
Approve Imperial Valley environmental review scopeApproved
Review: 2026-03-20
Approve Mozambique sourcing feasibility studyDraft
Review: 2026-08-08
Evaluate Madagascar as tertiary source regionDraft
Review: 2026-08-10
Track Tanzania rail expansion timelineReview
Review: 2026-08-14
Cap Brazil concentration at program ceilingApproved
Review: 2026-08-16
Scope Gulf Coast processing site alternativeDraft
Review: 2026-08-18
Apply for Ontario incentive programReview
Review: 2026-08-20
Evaluate in-country Brazil processingDraft
Review: 2026-08-22
Pilot domestic purification lineApproved
Review: 2026-08-26
Qualify second spheronization facilityReview
Review: 2026-08-28
Extend Cell Maker A qualification timelineApproved
Review: 2026-08-30
Assess Cell Maker B capacity constraintReview
Review: 2026-09-01
Evaluate independent anode producerDraft
Review: 2026-09-03
Secure Port of Santos throughput commitmentReview
Review: 2026-09-05
Evaluate Port of Beira infrastructure upgradeDraft
Review: 2026-09-07
Confirm Southern California rail capacityApproved
Review: 2026-09-09
Review Vitória-Minas scheduling termsReview
Review: 2026-09-11
Secure bonded warehouse capacityDraft
Review: 2026-09-13
Finalize feedstock warehouse sitingDraft
Review: 2026-09-15
Initiate grid interconnection studyApproved
Review: 2026-09-19
Evaluate solar array land use approval pathReview
Review: 2026-09-21
Confirm Parcel A as preferred siteApproved
Review: 2026-09-23
Hold Parcel B as backup siteReview
Review: 2026-09-25
Escalate Colorado River allocation negotiationReview
Review: 2026-09-27
Engage DTSC pre-application consultationApproved
Review: 2026-09-29
Track county zoning approval statusReview
Review: 2026-10-01
Scope Army Corps wetlands reviewDraft
Review: 2026-10-03
Commission emissions compliance studyApproved
Review: 2026-10-05
Review cross-border habitat considerationsDraft
Review: 2026-10-07
Scope European customer qualificationDraft
Review: 2026-10-09
Assess grid storage customer volumeReview
Review: 2026-10-11
Diversify process chemical supplyDraft
Review: 2026-10-13
Lock synthetic feedstock pricingReview
Review: 2026-10-15
Submit DOE loan guarantee applicationReview
Review: 2026-10-17
Negotiate offtake prepayment termsDraft
Review: 2026-10-19
Confirm production tax credit eligibilityApproved
Review: 2026-10-21
Monitor Mozambique policy developmentsReview
Review: 2026-10-23
Monitor Madagascar export policyReview
Review: 2026-10-25
Determine water allocation pathway before site selectionReview
Review: 2026-03-10
Scope lithium extraction pilot at Salton SeaDraft
Review: 2026-03-15
Approve preliminary land parcel surveyApproved
Review: 2026-03-25
Scope transmission backbone upgrade studyReview
Review: 2026-03-18
Timeline
2026-08-06Decision Drafted

Decision Drafted: Monitor Madagascar export policy

Monitor Madagascar export policy moved to Review.

by Project Lead

2026-08-04Decision Drafted

Decision Drafted: Monitor Mozambique policy developments

Monitor Mozambique policy developments moved to Review.

by Project Lead

2026-08-02Decision Approved

Decision Approved: Confirm production tax credit eligibility

Confirm production tax credit eligibility moved to Approved.

by Project Lead

2026-07-31Decision Drafted

Decision Drafted: Negotiate offtake prepayment terms

Negotiate offtake prepayment terms moved to Draft.

by Project Lead

2026-07-29Decision Drafted

Decision Drafted: Submit DOE loan guarantee application

Submit DOE loan guarantee application moved to Review.

by Project Lead

2026-07-27Decision Drafted

Decision Drafted: Lock synthetic feedstock pricing

Lock synthetic feedstock pricing moved to Review.

by Project Lead

2026-07-25Decision Drafted

Decision Drafted: Diversify process chemical supply

Diversify process chemical supply moved to Draft.

by Project Lead

2026-07-23Decision Drafted

Decision Drafted: Assess grid storage customer volume

Assess grid storage customer volume moved to Review.

by Project Lead

2026-07-21Decision Drafted

Decision Drafted: Scope European customer qualification

Scope European customer qualification moved to Draft.

by Project Lead

2026-07-19Decision Drafted

Decision Drafted: Review cross-border habitat considerations

Review cross-border habitat considerations moved to Draft.

by Project Lead

2026-07-17Decision Approved

Decision Approved: Commission emissions compliance study

Commission emissions compliance study moved to Approved.

by Project Lead

2026-07-15Decision Drafted

Decision Drafted: Scope Army Corps wetlands review

Scope Army Corps wetlands review moved to Draft.

by Project Lead

2026-07-13Decision Drafted

Decision Drafted: Track county zoning approval status

Track county zoning approval status moved to Review.

by Project Lead

2026-07-11Decision Approved

Decision Approved: Engage DTSC pre-application consultation

Engage DTSC pre-application consultation moved to Approved.

by Project Lead

2026-07-09Decision Drafted

Decision Drafted: Escalate Colorado River allocation negotiation

Escalate Colorado River allocation negotiation moved to Review.

by Project Lead

2026-07-08Evidence Accepted

Evidence Accepted: Spheronization Allocation Tightening

Candidate evidence from the Graphite Market Agent accepted and filed as EV-109, superseding EV-108.

by Research Analyst

2026-07-07Decision Drafted

Decision Drafted: Hold Parcel B as backup site

Hold Parcel B as backup site moved to Review.

by Project Lead

2026-07-05Decision Approved

Decision Approved: Confirm Parcel A as preferred site

Confirm Parcel A as preferred site moved to Approved.

by Project Lead

2026-07-03Decision Drafted

Decision Drafted: Evaluate solar array land use approval path

Evaluate solar array land use approval path moved to Review.

by Project Lead

2026-07-03Evidence Added

Evidence Imported

Follow-up review: Coating & Finishing Supplier logistics throughput has been benchmarked against comparable re

by Research Analyst

2026-07-01Decision Approved

Decision Approved: Initiate grid interconnection study

Initiate grid interconnection study moved to Approved.

by Project Lead

2026-06-30Evidence Added

Evidence Imported

Follow-up review: Cell Maker B shows measurable demand signals consistent with current offtake discussions.

by Research Analyst

2026-06-29Decision Drafted

Decision Drafted: Decline European transshipment routing

Decline European transshipment routing moved to Archived.

by Project Lead

2026-06-27Decision Drafted

Decision Drafted: Finalize feedstock warehouse siting

Finalize feedstock warehouse siting moved to Draft.

by Project Lead

2026-06-25Decision Drafted

Decision Drafted: Secure bonded warehouse capacity

Secure bonded warehouse capacity moved to Draft.

by Project Lead

2026-06-25Evidence Added

Evidence Imported

Follow-up review: Spheronization Facility (non-domestic) logistics throughput has been benchmarked against com

by Research Analyst

2026-06-23Decision Drafted

Decision Drafted: Review Vitória-Minas scheduling terms

Review Vitória-Minas scheduling terms moved to Review.

by Project Lead

2026-06-22Evidence Added

Evidence Imported

Follow-up review: Brazil Flake Deposit A shows measurable demand signals consistent with current offtake discu

by Research Analyst

2026-06-21Decision Approved

Decision Approved: Confirm Southern California rail capacity

Confirm Southern California rail capacity moved to Approved.

by Project Lead

2026-06-19Decision Drafted

Decision Drafted: Evaluate Port of Beira infrastructure upgrade

Evaluate Port of Beira infrastructure upgrade moved to Draft.

by Project Lead

2026-06-17Decision Drafted

Decision Drafted: Secure Port of Santos throughput commitment

Secure Port of Santos throughput commitment moved to Review.

by Project Lead

2026-06-17Evidence Added

Evidence Imported

Critical Minerals Production Tax Credit terms are under review as part of program capital planning.

by Research Analyst

2026-06-15Decision Drafted

Decision Drafted: Evaluate independent anode producer

Evaluate independent anode producer moved to Draft.

by Project Lead

2026-06-13Decision Drafted

Decision Drafted: Assess Cell Maker B capacity constraint

Assess Cell Maker B capacity constraint moved to Review.

by Project Lead

2026-06-12Evidence Added

Evidence Imported

Offtake Prepayment Facility terms are under review as part of program capital planning.

by Research Analyst

2026-06-11Decision Approved

Decision Approved: Extend Cell Maker A qualification timeline

Extend Cell Maker A qualification timeline moved to Approved.

by Project Lead

2026-06-09Decision Drafted

Decision Drafted: Qualify second spheronization facility

Qualify second spheronization facility moved to Review.

by Project Lead

2026-06-09Evidence Added

Evidence Imported

Petroleum Coke Supplier supply terms and lead times have been reviewed for program planning.

by Research Analyst

2026-06-07Decision Approved

Decision Approved: Pilot domestic purification line

Pilot domestic purification line moved to Approved.

by Project Lead

2026-06-05Decision Implemented

Decision Implemented: Commission independent purification audit

Commission independent purification audit moved to Implemented.

by Project Lead

2026-06-04Evidence Added

Evidence Imported

Sulfuric Acid Supplier supply terms and lead times have been reviewed for program planning.

by Research Analyst

2026-06-03Decision Drafted

Decision Drafted: Evaluate in-country Brazil processing

Evaluate in-country Brazil processing moved to Draft.

by Project Lead

2026-06-01Decision Drafted

Decision Drafted: Apply for Ontario incentive program

Apply for Ontario incentive program moved to Review.

by Project Lead

2026-06-01Evidence Added

Evidence Imported

European Battery Consortium has indicated preliminary interest in a qualification pathway.

by Research Analyst

2026-05-30Decision Drafted

Decision Drafted: Scope Gulf Coast processing site alternative

Scope Gulf Coast processing site alternative moved to Draft.

by Project Lead

2026-05-28Decision Approved

Decision Approved: Cap Brazil concentration at program ceiling

Cap Brazil concentration at program ceiling moved to Approved.

by Project Lead

2026-05-27Evidence Added

Evidence Imported

Colorado River Delta Habitat Zone environmental baseline data has been collected for permitting purposes.

by Research Analyst

2026-05-26Decision Drafted

Decision Drafted: Track Tanzania rail expansion timeline

Track Tanzania rail expansion timeline moved to Review.

by Project Lead

2026-05-24Decision Drafted

Decision Drafted: Defer Sri Lanka vein sourcing

Defer Sri Lanka vein sourcing moved to Archived.

by Project Lead

2026-05-22Decision Drafted

Decision Drafted: Evaluate Madagascar as tertiary source region

Evaluate Madagascar as tertiary source region moved to Draft.

by Project Lead

2026-05-22Evidence Added

Evidence Imported

U.S. Army Corps of Engineers (Los Angeles District) permitting timeline has been estimated based on comparable

by Research Analyst

2026-05-20Decision Drafted

Decision Drafted: Approve Mozambique sourcing feasibility study

Approve Mozambique sourcing feasibility study moved to Draft.

by Project Lead

2026-05-20Risk Opened

Risk Opened: Madagascar jurisdictional policy risk

Madagascar jurisdictional policy risk logged in the risk register.

by Risk Analyst

2026-05-19Evidence Added

Evidence Imported

Imperial County Planning & Development Services permitting timeline has been estimated based on comparable pri

by Research Analyst

2026-05-18Risk Opened

Risk Opened: Mozambique jurisdictional policy risk

Mozambique jurisdictional policy risk logged in the risk register.

by Risk Analyst

2026-05-16Risk Opened

Risk Opened: Production tax credit policy risk

Production tax credit policy risk logged in the risk register.

by Risk Analyst

2026-05-14Risk Opened

Risk Opened: Offtake prepayment structuring risk

Offtake prepayment structuring risk logged in the risk register.

by Risk Analyst

2026-05-14Evidence Added

Evidence Imported

Colorado River Aqueduct Allocation allocation pathway has been reviewed against current regional water rights.

by Research Analyst

2026-05-12Risk Opened

Risk Opened: Federal loan guarantee approval uncertainty

Federal loan guarantee approval uncertainty logged in the risk register.

by Risk Analyst

2026-05-11Evidence Added

Evidence Imported

Imperial Valley Industrial Parcel B zoning status has been confirmed as compatible with industrial processing

by Research Analyst

2026-05-10Risk Opened

Risk Opened: Synthetic feedstock cost volatility

Synthetic feedstock cost volatility logged in the risk register.

by Risk Analyst

2026-05-08Risk Opened

Risk Opened: Process chemical supplier concentration risk

Process chemical supplier concentration risk logged in the risk register.

by Risk Analyst

2026-05-06Risk Opened

Risk Opened: Grid storage customer volume uncertainty

Grid storage customer volume uncertainty logged in the risk register.

by Risk Analyst

2026-05-06Evidence Added

Evidence Imported

Imperial Valley Solar Array infrastructure assessment indicates capacity sufficient for planned initial volume

by Research Analyst

2026-05-04Risk Opened

Risk Opened: European customer qualification risk

European customer qualification risk logged in the risk register.

by Risk Analyst

2026-05-02Risk Opened

Risk Opened: Cross-border habitat review risk

Cross-border habitat review risk logged in the risk register.

by Risk Analyst

2026-05-01Evidence Added

Evidence Imported

Southern California Edison Interconnection has documented infrastructure capacity relevant to program logistic

by Research Analyst

2026-04-30Risk Opened

Risk Opened: Air basin emissions compliance risk

Air basin emissions compliance risk logged in the risk register.

by Risk Analyst

2026-04-28Risk Opened

Risk Opened: Army Corps wetlands review risk

Army Corps wetlands review risk logged in the risk register.

by Risk Analyst

2026-04-28Evidence Added

Evidence Imported

Imperial Valley Feedstock Warehouse capacity and congestion patterns have been reviewed against historical fre

by Research Analyst

2026-04-26Risk Opened

Risk Opened: County zoning approval risk

County zoning approval risk logged in the risk register.

by Risk Analyst

2026-04-24Risk Opened

Risk Opened: DTSC permitting timeline risk

DTSC permitting timeline risk logged in the risk register.

by Risk Analyst

2026-04-23Evidence Added

Evidence Imported

Long Beach Bonded Warehouse logistics throughput has been benchmarked against comparable regional facilities.

by Research Analyst

2026-04-22Risk Opened

Risk Opened: Colorado River allocation negotiation risk

Colorado River allocation negotiation risk logged in the risk register.

by Risk Analyst

2026-04-20Risk Opened

Risk Opened: Land parcel rail access risk (Parcel B)

Land parcel rail access risk (Parcel B) logged in the risk register.

by Risk Analyst

2026-04-20Evidence Added

Evidence Imported

BNSF Southern California Corridor capacity and congestion patterns have been reviewed against historical freig

by Research Analyst

2026-04-18Risk Opened

Risk Opened: Land parcel title risk (Parcel A)

Land parcel title risk (Parcel A) logged in the risk register.

by Risk Analyst

2026-04-16Risk Opened

Risk Opened: Solar array permitting risk

Solar array permitting risk logged in the risk register.

by Risk Analyst

2026-04-15Evidence Added

Evidence Imported

Port of Beira logistics throughput has been benchmarked against comparable regional facilities.

by Research Analyst

2026-04-14Risk Opened

Risk Opened: Grid interconnection timeline risk

Grid interconnection timeline risk logged in the risk register.

by Risk Analyst

2026-04-12Risk Opened

Risk Opened: European transshipment cost risk

European transshipment cost risk logged in the risk register.

by Risk Analyst

2026-04-10Risk Opened

Risk Opened: Feedstock warehouse siting risk

Feedstock warehouse siting risk logged in the risk register.

by Risk Analyst

2026-04-10Evidence Added

Evidence Imported

Independent Anode Producer has indicated preliminary interest in a qualification pathway.

by Research Analyst

2026-04-08Risk Opened

Risk Opened: Bonded warehouse capacity risk

Bonded warehouse capacity risk logged in the risk register.

by Risk Analyst

2026-04-07Evidence Added

Evidence Imported

Cell Maker B Anode Line shows measurable demand signals consistent with current offtake discussions.

by Research Analyst

2026-04-06Risk Opened

Risk Opened: Vitória-Minas Railway shared-capacity risk

Vitória-Minas Railway shared-capacity risk logged in the risk register.

by Risk Analyst

2026-04-04Risk Opened

Risk Opened: Rail corridor capacity risk (Southern California)

Rail corridor capacity risk (Southern California) logged in the risk register.

by Risk Analyst

2026-04-02Risk Opened

Risk Opened: Port of Beira infrastructure risk

Port of Beira infrastructure risk logged in the risk register.

by Risk Analyst

2026-04-02Evidence Added

Evidence Imported

Heilongjiang Spheronization Facility throughput and yield figures have been benchmarked against comparable fac

by Research Analyst

2026-03-31Risk Opened

Risk Opened: Port of Santos congestion risk

Port of Santos congestion risk logged in the risk register.

by Risk Analyst

2026-03-30Evidence Added

Evidence Imported

Ningbo Spheronization Facility process specifications meet the minimum threshold required for battery-grade ou

by Research Analyst

2026-03-29Risk Opened

Risk Opened: Independent anode producer counterparty risk

Independent anode producer counterparty risk logged in the risk register.

by Risk Analyst

2026-03-27Risk Opened

Risk Opened: Cell Maker B anode capacity constraint

Cell Maker B anode capacity constraint logged in the risk register.

by Risk Analyst

2026-03-25Risk Opened

Risk Opened: Anode line qualification timeline risk

Anode line qualification timeline risk logged in the risk register.

by Risk Analyst

2026-03-25Evidence Added

Evidence Imported

Yichang Purification Facility throughput and yield figures have been benchmarked against comparable facilities

by Research Analyst

2026-03-23Milestone Reached

Program Reaches Full Value-Chain Coverage

Every stage from raw graphite extraction through battery anode production is now represented in the entity graph.

by Atlas

2026-03-23Risk Opened

Risk Opened: Spheronization single-region dependency

Spheronization single-region dependency logged in the risk register.

by Risk Analyst

2026-03-21Risk Opened

Risk Opened: Domestic purification line unproven at scale

Domestic purification line unproven at scale logged in the risk register.

by Risk Analyst

2026-03-20Milestone Reached

Program Reaches 100-Evidence Milestone

Graphite America's evidence ledger surpasses 100 sourced, dated records.

by Atlas

2026-03-20Evidence Added

Evidence Imported

Qingdao Purification Facility process specifications meet the minimum threshold required for battery-grade out

by Research Analyst

2026-03-19Milestone Reached

Program Reaches 50-Entity Milestone

Graphite America's entity graph surpasses 50 tracked entities across the full value chain.

by Atlas

2026-03-19Risk Opened

Risk Opened: Purification capacity benchmarking uncertainty

Purification capacity benchmarking uncertainty logged in the risk register.

by Risk Analyst

2026-03-18Entity Created

Permitting Authority Recorded

California Department of Toxic Substances Control added to the entity graph.

by Research Analyst

2026-03-17Risk Opened

Risk Opened: Non-domestic purification concentration risk

Non-domestic purification concentration risk logged in the risk register.

by Risk Analyst

2026-03-17Evidence Added

Evidence Imported

Ontario Processing Site infrastructure assessment indicates capacity sufficient for planned initial volumes.

by Research Analyst

2026-03-17Entity Created

Industrial Parcel Recorded

Imperial Valley Industrial Parcel A added to the entity graph as a candidate site.

by Research Analyst

2026-03-16Entity Created

Grid Interconnection Point Recorded

Southern California Edison Interconnection added to the entity graph as a candidate site.

by Research Analyst

2026-03-15Risk Opened

Risk Opened: In-country Brazil processing capital risk

In-country Brazil processing capital risk logged in the risk register.

by Risk Analyst

2026-03-13Risk Opened

Risk Opened: Ontario site incentive uncertainty

Ontario site incentive uncertainty logged in the risk register.

by Risk Analyst

2026-03-13Entity Created

Bonded Warehouse Recorded

Long Beach Bonded Warehouse added to the entity graph.

by Research Analyst

2026-03-12Evidence Added

Evidence Imported

Louisiana Gulf Coast Processing Site has documented infrastructure capacity relevant to program logistics and

by Research Analyst

2026-03-12Entity Created

Port of Beira Recorded

Port of Beira added to the entity graph.

by Research Analyst

2026-03-11Risk Opened

Risk Opened: Gulf Coast hurricane exposure

Gulf Coast hurricane exposure logged in the risk register.

by Risk Analyst

2026-03-11Entity Created

Port of Santos Recorded

Port of Santos added to the entity graph.

by Research Analyst

2026-03-10Entity Created

Anode Line Recorded

Cell Maker A Anode Line added to the entity graph.

by Research Analyst

2026-03-09Risk Opened

Risk Opened: Single-country concentration risk (Brazil)

Single-country concentration risk (Brazil) logged in the risk register.

by Risk Analyst

2026-03-09Evidence Added

Evidence Imported

Tanzania Flake Deposit A grade and depth figures have been cross-checked against comparable regional deposits.

by Research Analyst

2026-03-09Entity Created

Domestic Purification Line Recorded

Imperial Valley Purification Line added to the entity graph as a candidate site.

by Research Analyst

2026-03-07Risk Opened

Risk Opened: Tanzania rail dependency risk

Tanzania rail dependency risk logged in the risk register.

by Risk Analyst

2026-03-06Entity Created

Non-Domestic Purification Facility Recorded

Qingdao Purification Facility added to the entity graph.

by Research Analyst

2026-03-05Risk Opened

Risk Opened: Sri Lanka vein deposit volume risk

Sri Lanka vein deposit volume risk logged in the risk register.

by Risk Analyst

2026-03-05Entity Created

Gulf Coast Site Recorded

Louisiana Gulf Coast Processing Site added to the entity graph as a candidate site.

by Research Analyst

2026-03-04Evidence Added

Evidence Imported

Sri Lanka Vein Deposit A reserve estimates are consistent with prior regional geological survey data.

by Research Analyst

2026-03-04Entity Created

Brazil Secondary Deposit Added

Brazil Flake Deposit B added to the entity graph.

by Research Analyst

2026-03-03Risk Opened

Risk Opened: Madagascar export infrastructure risk

Madagascar export infrastructure risk logged in the risk register.

by Risk Analyst

2026-03-03Entity Created

Tanzania Supplier Added

Tanzania Flake Deposit A added to the entity graph.

by Research Analyst

2026-03-02Entity Created

Sri Lanka Supplier Added

Sri Lanka Vein Deposit A added to the entity graph.

by Research Analyst

2026-03-01Risk Opened

Risk Opened: Mozambique security and logistics exposure

Mozambique security and logistics exposure logged in the risk register.

by Risk Analyst

2026-02-27Evidence Added

Evidence Imported

Mozambique Flake Deposit B grade and depth figures have been cross-checked against comparable regional deposit

by Research Analyst

2026-02-27Entity Created

Madagascar Supplier Added

Madagascar Flake Deposit A added to the entity graph.

by Research Analyst

2026-02-26Milestone Reached

Milestone Reached: Systems Model Established

Imperial Valley Corridor reaches a stable systems-model state: chokepoints and cascading effects are explicitly represented in the entity graph, not just individual sites.

by Atlas

2026-02-26Risk Opened

Risk Opened: Semiconductor Siting Double-Constraint

Semiconductor siting flagged as constrained by both water and transmission simultaneously — resolving one alone would not unblock it.

by Risk Analyst

2026-02-26Entity Created

Semiconductor Fabrication Site Recorded

Semiconductor Fabrication Site added to the entity graph as a candidate site as a new downstream demand node.

by Regional Strategy Lead

2026-02-26Entity Created

Mozambique Supplier Added

Mozambique Flake Deposit A added to the entity graph.

by Research Analyst

2026-02-25Risk Opened

Risk Opened: Cascading Water-to-Industrial Reallocation Effect

Cascading effect between agricultural reallocation, the water district's process, and cross-border flow conditions formally logged as a single risk.

by Risk Analyst

2026-02-25Relationship Added

Cross-Border Water Flow Linked

New River cross-border flow linked to both agricultural and Colorado River allocation entities, formalizing the cascading water effect.

by Regional Strategy Lead

2026-02-24Decision Drafted

Decision Drafted: Scope Transmission Backbone Upgrade Study

Draft decision opened to scope a transmission upgrade study before further siting commitments.

by Regional Strategy Lead

2026-02-24Risk Opened

Risk Opened: Transmission Backbone Chokepoint

Transmission capacity flagged as a high-severity chokepoint constraining three downstream candidate sites simultaneously.

by Risk Analyst

2026-02-24Evidence Added

Evidence Imported

Regional infrastructure data confirming transmission capacity as the binding constraint imported.

by Research Analyst

2026-02-24Entity Created

Transmission Backbone Recorded

IID Transmission Backbone recorded as a distinct entity after evidence showed it, not generation, is the binding power constraint.

by Regional Strategy Lead

2026-02-24Evidence Added

Evidence Imported

Mozambique Flake Deposit A reserve estimates are consistent with prior regional geological survey data.

by Research Analyst

2026-02-23Report Generated

Report Generated: Project Summary

Project Summary report generated from current entity, evidence, and decision counts.

by Atlas

2026-02-23Scenario Compared

Scenario Compared

Co-located Lithium and Power compared against Water-Constrained Siting in the scenario workspace.

by Regional Strategy Lead

2026-02-23Decision Approved

Decision Approved: Preliminary Land Parcel Survey

Preliminary survey of undeveloped industrial parcels approved to support future siting scenarios.

by Regional Strategy Lead

2026-02-23Milestone Reached

Milestone Reached: Reference Implementation Established

Graphite America reaches a stable reference-implementation state: entity graph, evidence ledger, and scenario workspace all populated.

by Atlas

2026-02-22Decision Drafted

Decision Drafted: Water Allocation Pathway

Draft decision opened on whether new industrial water demand requires reallocation or a new supply source.

by Regional Strategy Lead

2026-02-22Report Generated

Report Generated: Project Summary

Project Summary report generated from current entity, evidence, and decision counts.

by Atlas

2026-02-22Decision Approved

Decision Approved: Environmental Review Scope

Environmental review scope approved for the candidate Imperial Valley processing site.

by Project Lead

2026-02-21Decision Drafted

Decision Drafted: Scope Lithium Extraction Pilot

Draft decision opened to scope a pilot program for commercial-scale lithium extraction.

by Critical Minerals Lead

2026-02-21Evidence Added

Evidence Imported

Rail authority data on existing freight capacity imported.

by Research Analyst

2026-02-21Decision Drafted

Decision Drafted: Select Primary Source Region

Draft decision opened comparing Brazil and Argentina flake deposits for initial feedstock.

by Sourcing Lead

2026-02-20Evidence Added

Evidence Imported

County zoning data on undeveloped industrial parcels imported.

by Research Analyst

2026-02-20Scenario Created

Scenario Created: Water-Constrained Siting

Water-Constrained Siting scenario drafted, treating water allocation as the primary constraint.

by Regional Strategy Lead

2026-02-20Decision Drafted

Decision Drafted: Prioritize Processing-Site Permitting Track

Draft decision opened on whether to begin permitting before feedstock contracts are finalized.

by Project Lead

2026-02-19Evidence Added

Evidence Imported

Preliminary data center siting interest recorded, tied to regional geothermal power availability.

by Research Analyst

2026-02-19Decision Implemented

Decision Implemented: Adopt Geothermal Power Offset Study

Geothermal power offset study adopted into the domestic processing scenario.

by Strategy Lead

2026-02-19Evidence Added

Evidence Imported

Regional infrastructure data on geothermal power offset imported.

by Research Analyst

2026-02-18Scenario Created

Scenario Created: Cross-Border Manufacturing Integration

Cross-Border Manufacturing Integration scenario drafted against the entity graph.

by Regional Strategy Lead

2026-02-17Evidence Added

Evidence Imported

Border crossing data on existing commercial freight capacity imported.

by Research Analyst

2026-02-17Relationship Added

Cross-Border Logistics Linked

Calexico border crossing linked to the Mexicali industrial corridor in the entity graph.

by Logistics Analyst

2026-02-16Scenario Created

Scenario Created: Co-located Lithium and Power

Co-located Lithium and Power scenario drafted against the entity graph.

by Critical Minerals Lead

2026-02-15Scenario Compared

Scenario Compared

Domestic Processing compared against Import Intermediate Product in the scenario workspace.

by Strategy Lead

2026-02-14Project Created

Project Created

Semiconductor Supply Chain placeholder project initialized for future scoping.

by Atlas

2026-02-14Evidence Added

Evidence Imported

Industry reporting on direct lithium extraction technology imported.

by Research Analyst

2026-02-14Entity Created

Industrial Site Recorded

Lithium Valley Extraction Site recorded as a candidate direct lithium extraction location.

by Critical Minerals Lead

2026-02-14Relationship Added

Shipping Route Recorded

Port of Long Beach recorded as the candidate inbound port for Brazil and Argentina flake shipments.

by Logistics Analyst

2026-02-12Project Created

Project Created

AI Infrastructure placeholder project initialized for future scoping.

by Atlas

2026-02-12Evidence Added

Evidence Imported

Regional infrastructure data confirming co-located geothermal and lithium-bearing brine potential imported.

by Research Analyst

2026-02-11Risk Opened

Risk Opened: Spheronization Capacity Bottleneck

Limited non-domestic spheronization capacity flagged as a high-severity risk.

by Risk Analyst

2026-02-11Evidence Added

Evidence Imported

Industry reporting on concentrated non-domestic processing capacity imported.

by Research Analyst

2026-02-10Project Created

Project Created

Battery Materials placeholder project initialized for future scoping.

by Atlas

2026-02-10Risk Opened

Risk Opened: Water Allocation Constraint

Water allocation flagged as a high-severity, binding constraint on all industrial siting decisions.

by Risk Analyst

2026-02-08Evidence Added

Evidence Imported

Regional water authority data on Colorado River allocation imported.

by Research Analyst

2026-02-08Risk Opened

Risk Opened: Water Availability Constraint

Water availability flagged as a material siting constraint for the Imperial Valley candidate site.

by Risk Analyst

2026-02-07Scenario Created

Scenario Created: Joint Venture

Joint Venture scenario drafted against the entity graph.

by Strategy Lead

2026-02-06Entity Created

Water Infrastructure Updated

Colorado River allocation to Imperial Irrigation District recorded as the region's binding water resource.

by Regional Strategy Lead

2026-02-06Scenario Created

Scenario Created: Import Intermediate Product

Import Intermediate Product scenario drafted against the entity graph.

by Strategy Lead

2026-02-05Entity Created

Geothermal Plant Added

Salton Sea Geothermal Field recorded as an existing regional power source.

by Regional Strategy Lead

2026-02-05Evidence Added

Evidence Imported

Industry reporting on anode-material qualification cycles imported.

by Research Analyst

2026-02-05Scenario Created

Scenario Created: Domestic Processing

Domestic Processing scenario drafted against the entity graph.

by Strategy Lead

2026-02-01Project Created

Project Created

Imperial Valley Corridor initialized as Atlas's first regional systems project.

by Regional Strategy Lead

2026-01-30Evidence Added

Evidence Imported

Geological survey data on Brazil and Argentina deposits imported.

by Research Analyst

2026-01-25Entity Created

Argentina Supplier Added

Argentina Exploration Block recorded as a candidate source entity.

by Sourcing Lead

2026-01-22Evidence Added

Evidence Imported

Technical literature on synthetic graphite energy intensity imported.

by Research Analyst

2026-01-20Entity Created

Brazil Supplier Added

Brazil Flake Deposit A recorded as a candidate source entity.

by Sourcing Lead

2026-01-15Project Created

Project Created

Graphite America initialized as Atlas's first reference project.

by Sourcing Lead