Three governments just closed the battery metals price floor
Simultaneous supply restrictions by the DRC, Indonesia, and China have reversed the battery metals crash, reshaping Western supply chain investment timing and battery chemistry competition.
EIA: U.S. Grid on Track for 86 GW Record Build in 2026
The EIA confirmed on March 24, 2026 that U.S. developers plan to add 86 gigawatts of utility-scale generating capacity this year, the largest single-year grid build in over two decades.