The US government is pushing forward a series of bills related to AI, semiconductors, electric vehicles, batteries, and critical minerals, all essentially aimed at one goal: bringing key resources back to the US and completely eliminating dependence on foreign graphite.
Against this backdrop, Westwater Resources has become a target of policy support. Why?
Because there are very few companies in the US with the capability to process battery-grade graphite, and the US currently imports over 90% of its graphite.
If the US wants to promote AI and electric vehicles, it must first solve the graphite supply problem, and WWR happens to have graphite processing projects and a supply chain layout within the US. This means:
🔹 In the future, all electric vehicle and battery manufacturers seeking government subsidies will have to source "US-made graphite."
🔹 A large amount of government subsidies, loans, and tax incentives will be concentrated on US companies.
🔹 WWR operates in a sector driven by policy-driven demand, not by luck.
In other words: the stricter the policies and the more stringent the requirements, the better for WWR; the more the government wants to strengthen AI, electric vehicles, and semiconductors, the greater the demand for WWR.
This isn't just a minor benefit; it's a structural, policy-level, long-term major positive.
WWR is being pushed by policy, moving directly towards becoming a "core enterprise in the US strategic supply chain," transforming from a "resource company."
Future orders, collaborations, subsidies, loans, and tax benefits are all converging on its direction.
The more concentrated the policies, the more it benefits.
US legislation fundamentally changes the company's value proposition for the next 6 months to 1 year.
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