Westwater Announces 25% Additional Increase in Phase I Production to 12,500 MT Annually While Maintaining Existing Budget
27 Febbraio 2024 - 11:00PM
Business Wire
Westwater Resources, Inc. (NYSE American: WWR), an energy
technology and battery-grade natural graphite development company
(“Westwater” or the “Company”), is announcing an additional
increase in Phase I production to 12,500 mt per year of
battery-grade natural graphite anode material. In November 2023,
Westwater previously announced a capacity increase from 7,500 mt to
10,000 mt per year.
During the fourth quarter of 2023 and early 2024, Westwater
worked with its third-party engineering firm and equipment
manufacturers to increase design capacity of coated spherical
purified graphite (“CSPG”) production for Phase I of the Kellyton
Graphite Processing Plant (“Kellyton Plant”). As a result,
Westwater now expects to produce 12,500 MT of CSPG annually – an
increase of 25 percent – while remaining within the Phase I cost
estimate of $271 million. “Westwater is making great progress
commercially with the signing of our first multi-year offtake
agreement, and now technically by adding additional Phase I
production,” said Frank Bakker, Westwater’s President and CEO. “We
believe the market interest in our CSPG is due in part to the
recent Foreign Entity of Concern guidance requiring EV tax credit
vehicles use of IRA-compliant graphite by 2025, and by new Chinese
export restrictions on graphite that have reduced security of
supply.”
“Customer engagement and market demand for domestic CSPG remains
strong following our February 5th announcement of our first
multi-year offtake agreement with volumes ramping up to 10,000 mt
per year,” said Terence J. Cryan, Westwater’s Executive Chairman.
“By increasing the production of Phase I at the Kellyton Plant to
12,500 mt per year, Westwater is responding to the customer demand
signals for ‘Made in the USA’ battery anode material. This 25%
increase in Phase 1 plant capacity simultaneously improves the
projected Kellyton Plant economics, and importantly, the inherent
estimated profitability of our company. It will also aid us in
securing the debt financing planned for the completion of Phase
1.”
Recent Government Regulation of Graphite Products
Chinese exporters are now required to apply for permits to ship
two types of graphite material, including high-purity,
high-hardness and high-intensity synthetic graphite material and
natural flake graphite and its products. Nearly 100% of the
battery-grade natural graphite materials produced in 2023 involve
some amount of processing in China. Westwater believes these export
restrictions continue to highlight the supply-chain risk for the
U.S. and other countries related to natural graphite products.
The U.S. Department of the Treasury (the “Treasury Department”)
has published guidance on key requirements for federal clean
vehicle tax credits established by the IRA. In addition, the
Treasury Department has proposed new regulations to clarify the
application of Foreign Entity of Concern (“FEOC”) credit
eligibility exclusions, which specifically identifies the People’s
Republic of China as an FEOC. Under these regulations, any vehicle
whose batteries contain critical minerals – including graphite –
that were extracted or processed in anyway, and to any degree, by
an FEOC – including China – will be ruled ineligible for the Clean
Vehicle Tax credit of $7,500. As a result, an FEOC must be excluded
from a vehicle battery’s supply chain in order for the vehicle to
be eligible for the tax credit.
Westwater is currently constructing its Kellyton Plant with the
intent to provide high-quality natural graphite anode material to
battery manufacturers in the United States and believes its product
will be 100% IRA compliant.
About Westwater Resources, Inc.
Westwater Resources, Inc. (NYSE American: WWR), an energy
technology company, is focused on developing battery-grade natural
graphite. The Company’s primary project is the Kellyton Plant that
is under construction in east-central Alabama. In addition, the
Company’s Coosa Graphite Deposit is the most advanced natural flake
graphite deposit in the contiguous United States and located across
41,965 acres (~17,000 hectares) in Coosa County, Alabama. For more
information, visit www.westwaterresources.net.
Cautionary Statement Regarding Forward-Looking
Statements
This news release contains forward-looking statements within the
meaning of the Private Securities Litigation Reform Act of 1995.
Forward-looking statements are subject to risks, uncertainties and
assumptions and are identified by words such as “demand,” “intend,”
"expects," "estimates," “planned,” “strong,” "projected,"
"believes," and other similar words. Forward looking statements
include, among other things, statements concerning offtake
agreements, the construction and operation of the Company’s
Kellyton Plant, and the costs, schedules, production and economic
projections associated with that plant. The Company cautions that
there are factors that could cause actual results to differ
materially from the forward-looking information that has been
provided. The reader is cautioned not to put undue reliance on this
forward-looking information, which is not a guarantee of future
performance and is subject to uncertainties and other factors, many
of which are outside the control of the Company; accordingly, there
can be no assurance that such suggested results will be realized.
The following factors, in addition to those discussed in
Westwater’s Annual Report on Form 10-K for the year ended December
31, 2022, and subsequent securities filings, could cause actual
results to differ materially from management expectations as
suggested by such forward-looking information: (a) our ability to
finance growth plans and raise debt or equity capital; (b) the spot
price and long‑term contract price of graphite (both flake graphite
feedstock and purified graphite products) and vanadium, and the
world-wide supply and demand of graphite and vanadium; (c) the
effects, extent and timing of additional competition in the markets
in which we operate; (d) the ability to obtain contracts with
customers; (e) available sources and transportation of graphite
feedstock; (f) the ability to control costs and avoid cost and
schedule overruns during the development, construction and
operation of the Kellyton graphite processing plant; (g) the
ability to construct and operate the Kellyton graphite processing
plant in accordance with the requirements of permits and licenses
and the requirements of tax credits and other incentives; (h)
effects of inflation and rising interest rates; (i) the
availability and supply of equipment and materials needed to
construct the Kellyton graphite processing plant; (j) stock price
volatility; (k) government regulation of the mining and
manufacturing industries in the United States; (l) unanticipated
geological, processing, regulatory and legal or other problems we
may encounter; (m) the results of our exploration activities at the
Coosa Graphite Deposit, and the possibility that future exploration
results may be materially less promising than initial exploration
results; (n) any graphite or vanadium discoveries at the Coosa
Graphite Deposit not being in high enough concentration to make it
economic to extract the metals; (o) currently pending or new
litigation or arbitration; (p) our ability to maintain and timely
receive mining, manufacturing, and other permits from regulatory
agencies; and (q) other factors which are more fully described in
our Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and
other filings with the SEC.
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Westwater Resources, Inc. Email:
Info@WestwaterResources.net
Investor Relations Email:
Investorrelations@westwaterresources.net
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