nick.nigro@atlaspolicy.com

NOVONIX Anode Materials LLC ("NAM") proposes to fully equip its recently purchased and retrofitted industrial facility to produce high-performance synthetic graphite (the "Project"), engineered to produce 20,000 tonnes per annum of synthetic graphite at full capacity. It will be the first commercially active large scale synthetic graphite facility dedicated to battery anode material in North America, allowing for future cost improvements and providing a base for product qualification to scale production significantly in the United States. NAM was formed in 2017 to develop and commercialize high-performance, synthetic graphite anode material for the lithium-ion battery market focused on electric vehicles, energy storage systems, and other specialty applications. The Project will significantly expand U.S. production, reduce overwhelming reliance on China for this key battery material, and reduce the cost of battery grade graphite.

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.

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.

The project entails the decommissioning and dismantling of the coal boilers at ASRC and installing other energy and water-use efficiency equipment. It also includes the installation of a new boiler house with three natural gas boilers and a new boiler water treatment process. The installation is projected to save 40 million gallons of water and at least 43,000 metric tons of CO2 emissions annually, a 44% GHG reduction.

The Midddlesex County Utilities Authority (MCUA) is designing and constructing an Advanced Anaerobic Digestion Facility to increase the efficiency of the solids handling process of wastewater treatment. This facility will increase renewable energy production, decrease the weight of sludge processed and reduce overall emissions of the Treatment Plant by approximately 23%

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.

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.

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.

Hyosung HICO plans to invest approximately $51 million, with $38 million qualifying under Section 48C for the construction of an additional building adjacent to the current facility, and enhancements to each production process to boost production capacity and loading rates.