US Production Deployment

Establishing direct US cathode and pack capacity, anchored by 10,000 MT cathode scale and multi-GWh global pack deployment.

Upstream Feedstock Synergy

Securing long-term structural cost curves through direct US mineral sourcing and non-FEOC feedstock pipelines.

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Capacity Allocation (MOUs/LOIs)

Reserving early production volume through structured, non-binding offtake frameworks.