Atlas/Risks
Risk Register

Risks, tracked against evidence

Atlas surfaces risks and tracks their status against the evidence that supports them. It does not rank or resolve risks automatically.

Demo
R-001Spheronization capacity bottleneck
HighOpen
Graphite America·Updated 2026-02-11

Limited non-domestic facilities convert flake to battery-grade spherical graphite; delays here block the entire pathway.

Linked evidence: EV-001
R-002Qualification cycle length
MediumOpen
Graphite America·Updated 2026-02-20

Cell makers require long qualification lead times before switching anode suppliers, extending time to revenue.

Linked evidence: EV-004EV-007
R-003Water availability constraint
MediumMonitoring
Graphite America·Updated 2026-02-08

Processing facility siting in the Imperial Valley is sensitive to regional water allocation limits.

Linked evidence: EV-008
IVR-001Water allocation constraint
HighOpen
Imperial Valley Corridor·Updated 2026-02-10

Colorado River allocation is fully subscribed to agricultural use; any industrial siting decision must account for this before land or power availability.

Linked evidence: IVE-001
IVR-002Unproven commercial-scale lithium extraction
MediumOpen
Imperial Valley Corridor·Updated 2026-02-14

Direct lithium extraction from geothermal brine has not yet been demonstrated at commercial scale at this specific site.

Linked evidence: IVE-003
IVR-003Border crossing congestion
MediumMonitoring
Imperial Valley Corridor·Updated 2026-02-17

Calexico crossing capacity is adequate today but sensitive to periodic congestion that could affect cross-border logistics scenarios.

Linked evidence: IVE-005
Recent Activity
Demo
Risk Opened: Spheronization Capacity Bottleneck2026-02-11

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

Risk Opened: Water Allocation Constraint2026-02-10

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

Risk Opened: Water Availability Constraint2026-02-08

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