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HYUNDAI LAYS OUT ITS U.S. PLAYBOOK Hyundai Motor Company’s North America CEO signals a structural shift: • Target: ~80% of U.S. sales built domestically by 2030 • Strategy: localize production, de-risk supply chains, scale EV + advanced manufacturing • Backdrop: tariffs, policy incentives, and demand for “made in America” THE JOB PICTURE • ~25,000 direct jobs tied to $26B investment (2025–2028) • Georgia Metaplant + battery plant could support ~40,000 jobs incl. suppliers • Louisiana steel mill (JV with POSCO Holdings) adds ~5,000; construction targeted for 2026 • Supplier localization (60% → 80% U.S. content) drives multiplier effects • Highest demand: robotics, EV systems, industrial maintenance THE CRITICAL MINERALS LAYER • 80% domestic content requires parallel mineral supply chain buildout • SK On sourcing lithium from FTA partners (Australia, Chile) to meet Inflation Reduction Act thresholds • POSCO Future M supports both steel + battery materials • China still controls ~60% of rare earth processing and dominates cathodes • IRA rules: 40% FTA/U.S. minerals now → 80% by 2027 This is not just manufacturing. It’s supply chain sovereignty. Assembly is moving home. Minerals are still contested. $PKX $ALB $MP $GM

🚨 50% of U.S. distribution transformers are already past their expected useful life. Over two-thirds of transmission lines and large power transformers are over 25 years old. The grid is aging out.

$ASPI - global helium by country 2025 At P2 Capacity, the Renergen Virginia Plant will produce approx 9.14mm3 helium, from only 14% land holdings, with highest concentrations globally. Sth Africa will be the next major global liquid helium supplier, 4.8% of current global market

In a March 2026 report prepared by Solestiss, the company highlights the lack of Lithium-7 production in the US. $QLE is more than willing to help the US with its supply $ASPI