My due diligence on $WWR (aside from the gorgeous chart set-up 65% below a 52-week high!)

Graphite makes up about 1/4 of a lithium-ion battery by mass. Demand is projected to increase by 6% each year across the decade (per @Roskill_Info). China (per usual) controls most of the global production and the US produces NONE (and has an unknown amount of the resource) $WWR

$WWR used to be a uranium mining and refining company, with operations developed in the US and Turkey to process yellow cake uranium. They closed a deal to sell the US uranium operation to @enCoreEnergy_EU on Dec. 31. This significantly reduced capex and risk.

$WWR is building three graphite pilot plants (two in the US) and holds IP on graphite production that is more ESG-friendly than current Chinese methods. I find similarity here with $LAC patenting their own process for lithium battery chemicals from sediment: novel, ESG-focused

$WWR is in the most advanced stages of exploration of any US effort to recover and refine domestic graphite battery materials with a project located in Coosa County, Alabama. The resource consists of 1.86 megatons (mT) indicated of graphitic carbon and 2.034 mT inferred

$WWR will be the only US producer of domestic battery grade graphite by 2022 using non-Chinese feedstock. The exploration and development at Coosa, Alamaba makes it the most likely contender to be the US's first vertically integrated battery-grade graphite producer