Energy & Resources

Suniva CEO Tony Etnyre faces a catastrophic-severity risk: U.S. domestic solar cell manufacturing is economically unviable without Section 201/301 tariffs and IRA tax credits. China's cost dominance in global solar production means American factories have no competitive fallback if either policy pillar is removed. For international investors with exposure to U.S. solar assets, the risk profile is binary — viability or collapse.

Titan Mining's Kilbourne Graphite Project in upstate New York is emerging as a flagship effort to reduce Western dependence on Chinese graphite, which dominates global supply of a mineral critical to electric vehicle batteries. Backed by $120 million in U.S. federal financing and boasting a $513 million after-tax NPV, the project targets 2027 construction and could supply roughly half of current U.S. natural graphite demand by itself. The development reflects a broader geopolitical push by Washi