Major milestone: America's largest lithium refinery just went live. This is a game-changer for North American energy independence.

The facility marks a significant shift in domestic supply chain strategy—moving away from reliance on overseas lithium sources. For the energy-intensive sectors including cryptocurrency mining operations, this development has real implications. Stable, domestic lithium supply could reshape energy costs and resource accessibility across the continent.

What started as a supply bottleneck now has a domestic solution in place. The operational scale here matters: this isn't incremental, it's structural infrastructure coming online. Worth watching how this influences the broader energy narrative around compute-heavy industries.