“The U.S. Geological Survey (USGS) released a report in...

“The U.S. Geological Survey (USGS) released a report in mid-December lambasting the United States for its dependence on foreign minerals. The Interior Department’s USGS found that the nation is entirely reliant on imports for 20 key minerals (cobalt, graphite et al), with China often being the main producer of these minerals. The administration is using the report to push for more domestic extraction of critical minerals, even though the only major graphite discovery in North America since 2001 has been in Canada, as is the vast majority of new North American cobalt exploration companies.”

https://investorintel.com/sectors/technology-metals/technology-metals-intel/united-states-must-rely-canadian-graphite/

As the US doen’t have any natural graphite resources, they have to import it.

Or, they might have to consider synthetic graphite, the type Hazer can produce.

The US has plenty of natural gas, biogas and iron ore, so feedstock and catalyst aren’t a problem.

So it won’t really matter if companies like GM and Ford go for EV or FCEV, HZR has the products for both.

I suspect both types of vehicle will get market share.