Recent offtake agreements between US automakers and domestic anode producers signal a growing trend towards local sourcing for battery materials. Companies like Westwater Resources and Graphite One have secured deals with major automakers like Fiat-Chrysler Automobiles and Lucid Motors, indicating a strong demand for domestically produced anodes.

This shift is driven by factors such as supply chain security and government incentives, highlighting the increasing importance of a robust domestic battery supply chain in the United States.