Overview

• Lucid formed the Minerals for National Automotive Competitiveness Collaboration (MINAC) with Alaska Energy Metals, Graphite One, Electric Metals and RecycLiCo.
• The alliance convened a roundtable in Washington, D.C., with federal and state officials to launch offtake and commercialization planning.
• MINAC’s objectives include securing offtake agreements for American critical minerals and resolving hurdles to commercial-scale production.
• Graphite One aims to begin U.S. graphite production by 2028 with facilities in Ohio and northern Alaska and RecycLiCo is advancing hydrometallurgical recycling of lithium, cobalt, nickel and manganese.
• The initiative follows tariffs imposed by the Trump administration on Chinese graphite imports and seeks to lessen U.S. dependence on foreign battery-grade materials.