Why it’s on the map
World's largest lithium producer; Q2'26 EBITDA +155%. Kings Mountain NC restart is the US angle.
Government money & contracts
Prior DoD Title III Kings Mountain award (status unverified).
Customers & commercial
Global EV battery makers.
Catalysts
Lithium price path; Kings Mountain permitting; Q3 early Nov.
Risk
Chile/Australia assets make tariffs neutral-to-negative; multiple target cuts late Aug.
Tariff durability
Lithium-price beta, not a reshoring pure play.