Perhaps there will be a reallocation of funds from the IRA for use under the Defense Production Act.
Remember late last year Congress included Australia as a domestic source under the Defense Production Act.
“This means Australian-based businesses will be eligible to receive loans, grants and purchasing contracts direct from the US Government to support priority sectors, such as critical minerals supply chains…” (Link)
If you consider the recent export bans of graphite from China to the US for military use, combined with Trump’s focus on reducing vulnerabilities in mining and processing of critical minerals for defense production, Siviour could be a key strategic resource for the US.
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