General Discussion, page-1746

This is an interesting snippet:

Graphite One has applied for a grant of $201 million from the US Department of Energy to assist in the construction of the AAM plant, he said.“Results of this grant application are expected in the next three months. Discussions also continue with individual and institutional investors,” Smith told Fastmarkets.The construction schedule is expected to allow for production construction of 25,000 tonnes per year of AAM by 2026, and 100,000 tpy by 2036, Smith said. The AAM is expected to be fully compliant with the Inflation Reduction Act (IRA) by 2029, he added.


make of it what you will, i think it explains alot