After two years of sorbent testwork, Vulcan’s internally developed VULSORB™ selected for Phase One commercial development as most optimal sorbent choice for lithium extraction, onshoring IP and supply chain in Europe.

Source: https://seekingalpha.com/article/4607817-lithium-junior-miners-news-for-the-month-of-may-2023?source=feed_all_articles

And a lot of that is underpinned by things like what you mentioned, the supply chain rebalancing and the number of onshoring activities.

Source: https://seekingalpha.com/article/4613093-commercial-metals-company-cmc-q3-2023-earnings-call-transcript?source=feed_all_articles

And the other thing I would say is the investment by the U.S. government in onshoring certain industries back into the U.S. is a real thing, and we're seeing it.

Source: https://seekingalpha.com/article/4603436-granite-real-estate-investment-trust-grp-u-q1-2023-earnings-call-transcript?source=feed_all_articles

Federal incentives are driving more onshoring.

Source: https://energycentral.com/c/cp/pv-storage-early-summer-2023