nick.nigro@atlaspolicy.com

Prolec GE USA is expanding its Shreveport, LA facility to manufacture substation and pad-mount electrical transformers used in wind farms, solar parks and other industrial and renewable energy applications, investing in state-of-the-art manufacturing equipment and the installation of a third production line that will help ease U.S. transformer supply chain concerns. Additional investment dollars are being used to upgrade the existing 500,000 square foot facility and infrastructure to increase Prolec GE's efficiencies and reduce waste while providing a better work environment and accommodating capacity increases for its traditional voltage regulator and network transformer customers.

Permascand USA, INC, a subsidiary of Permascand Top Holding AB (Permascand), is a technology-driven manufacturer of electrochemical solutions based on proprietary catalytic coatings for clean tech applications. The company has supplied electrodes, electrochemical cells and aftermarket services to a variety of sectors for more than 50 years. Permascand?s high performance electrodes in the value chain of green hydrogen will be key to reducing the levelized cost of hydrogen (LCOH) by lowering CAPEX and OPEX of hydrogen electrolyzers. This project expands our manufacturing footprint in the U.S. to include localized production of core components for the production of green hydrogen.

Nel will build three production lines 1.5 GW of total annual electrolyzer production. Each 500 MW line is a production module that can be replicated, as required, to meet business objectives and increase the facility output. This project is expected to reduce the cost of electrolyzers through a fully automated production and contribute to establish the U.S. as the leader in the production of low-cost, high volume, durable, and efficient electrolyzers.

Nuvera plans to expand and re-equip the manufacturing facility in its Billerica, Massachusetts corporate headquarters to meet anticipated demand for both current and next-generation fuel cell engines, with the latter expected to predominate after commercial launch in 2024. Nuvera intends to improve and expand the product testing and production processes and capabilities of its current fuel cell stack and engine product line. These initiatives include expanding its clean assembly room, expanding manufacturing floor space and equipment, and developing in-source capabilities of key components (MEAs, gas diffusion layers, and flowfields). Nuvera intends to design and build an innovative pilot-scale production line for the assembly and testing of next-gen stacks. The new stack architecture has been designed with fewer and more rigid repeating components to reduce material variance and handling and enable automated processing, while facilitating disassembly, refurbishment, and recycling.

The River City solar recycling plant will be capable of an impressive initial nameplate capacity of two million modules per year in its first year of operations, with planned capacity for six million modules per year by 2030. This state-of-the-art facility will produce high-quality recycled goods such as glass, aluminum, copper and silicon for reintroduction into domestic supply chains; OnePlanet's next-generation technology will employ a variety of new processes and equipment to vastly expand the scope of acceptable feedstock, significantly improve output purities, as well as maximize system throughput and utilization.

Nel has been awarded up to $41 million in investment tax credits for its planned electrolyser manufacturing expansion in Michigan as part of the Qualifying Advanced Energy Project Tax Credit (48C) program. The company has initiated a significant expansion and industrialization of its manufacturing capacity and is preparing for a future site in Plymouth Charter Township, a suburb of Detroit, Michigan. When fully developed, the facility will be among the world's largest electrode facilities, where Nel will manufacture its next-generation pressurized alkaline and PEM technologies.

MP Materials is constructing America's first fully integrated rare earth magnet manufacturing facility in Fort Worth, Texas. Neodymium-iron-boron (NdFeB) permanent magnets are an indispensable component found in the electric motors and generators that power hybrid and electric vehicles, robots, wind turbines, drones, electronics, and critical defense systems. The U.S. is virtually 100% dependent on imports according to the Department of Commerce. MP will source the factory's raw material inputs from Mountain Pass, California, where it owns and operates America's only operational rare earth mine and separations facility. At the factory, NdPr oxide produced at Mountain Pass will be reduced to NdPr metal and then converted to NdFeB alloy and finished magnets, delivering an end-to-end supply chain with integrated recycling and world-class sustainability. MP will supply finished magnets to General Motors to support its North American EV production.

Mobis North America electrified Powertrain, LLC (MNAe) is proud to announce that the company will be constructing three different electric vehicle component part plants that will provide these parts to the production of Hyundai and Kia electric vehicles. The awarded plant, located in Richmond Hill, will specifically produce Power Electric Systems ("PE System") which are integral to the production of electric vehicles through a positive environmental and community impact to the United States economy.

Nth Cycle, a critical metal refining company, will establish the nation's first large-scale production of Mixed Hydroxide Precipitate (MHP) at their facility in Fairfield, Ohio. The project, powered by Nth Cycle's patented "Oyster" electro-extraction refining system, aims to deliver domestic nickel and cobalt, crucial for helping battery companies comply with the Inflation Reduction Act's requirement for EVs.

Moment Energy is building the first large-scale US manufacturing facility to process Giga-Watt hours of electric vehicle (EV) batteries for stationary storage applications. This facility will repurpose retired EV batteries, with 80% life remaining after their initial use in EVs, for grid modernization. Moment Energy will leverage its leadership in advanced battery testing and manufacturing, along with proprietary hardware, electrical systems and software, to ensure the EV battery repurposing process is safe and affordable. This initiative creates hundreds of well-paying jobs in the renewable industry, strengthening America's energy independence and critical material supply chains. The repurposed EV batteries will be utilized for grid modernization across the United States before being recycled domestically, ensuring that battery materials are kept in the US Supply Chain. Moment Energy's facility builds upon the success of its 15,000-square-foot concept facility, which stands as North America's first and only process certified by UL Solutions to UL 1974, the Standard for Evaluation for Repurposing Batteries.