Why it’s on the map
Zinc (no-lithium) US-made batteries benefit from FEOC rules and Chinese battery tariffs.
Government money & contracts
DOE LPO $303.5M loan guarantee (Project AMAZE, PA); $91M drawn.
Customers & commercial
Utilities.
Catalysts
Tranche draws.
Risk
Cash burn; cap -40%.
Tariff durability
Policy-backed.