United States · Recycler · Ramping · NYSE:LICY
First commercial-scale battery hydrometallurgy in N. America. Glencore offtake & DOE loan finalized.
United States — Inflation Reduction Act §30D + DPA Title III + DoD strategic stockpile. Permitting timelines remain a constraint.
Council Regulation (EU) 2026/823 extends import restrictions on Russian Class-1 nickel through Q2-2027. Existing long-term contracts grandfathered until 2026-12-31. EU OEMs accelerating substitution programs.
Dirección General de Aguas issued findings on brine extraction reporting. SQM committed to 18-month remediation. Buyers with ESG-indexed contracts likely to see clauses triggered Q3-2026.
Parliament passed amendments to 2002 Mining Code requiring state participation of 30% in new strategic mineral projects (cobalt, copper, lithium). Existing concessions exempt; renewals subject. Glencore, CMOC, ERG concession renewals 2026-2028.
Final IRS guidance under IRC §30D(d)(7) confirms lithium converted in China is FEOC-tainted regardless of mining origin. Triggered automatic price spread between IRA-qualified and global indices, currently $1,800/t.
Our analyst desk delivers a 12-page diligence report on this supplier within 72 hours — beneficial ownership, audited capacity, in-region context, regulatory exposure and qualified offtake alternatives.