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Welcome to Westwin Elements, where pioneering innovation and driving sustainable growth are central to our mission. Explore our presentation below to uncover how we're shaping the future of nickel, cobalt, and manganese refining in the United States. Discover exciting investment opportunities as we lead the charge towards refining tomorrow.

Market Demands

Large and growing Total Addressable Market (TAM), driven by:

Macrotrends in aerospace, electric vehicles
Nickel demand projected to grow 40-50% by 2030, and nearly more cobalt will be used in the next 5 years than the past 15.
Today, a foreign entity of concern, produces nearly 40% of the world’s refined nickel and more than 65% of the refined cobalt.
Advantage: Only Nickel and Cobalt metal refinery in the US (Foreign entity of concern, China has 10 nickel refineries)
Nickel Compound Annual Growth Rate (CAGR): 8% estimated 2021-2030
Cobalt Compound Annual Growth Rate (CAGR): 9% estimated 2021-2030

IRA Compliance

By 2024, 50% of battery raw material value add must occur on US soil or Free Trade Agreement soil.
By 2027, 80% of battery raw material value add must occur on US soil or Free Trade Agreement soil.
No more than 25% Foreign Entity of Concern (FEOC) ownership.
IRA allows for U.S. critical mineral producers to compete by removing China and other foreign entities of concern from the U.S. critical mineral supply chain for clean energy products and battery manufacturing.
Spurs a dramatic rise in demand for US critical minerals which leads to a premium price set on US products.
Allows the producers and consumers to benefit from the domestic production of critical minerals via tax credits.

Impact Brink

Reliance on Foreign Entities of Concern threatens US defense capabilities.

The Pentagon and Lockheed Martin announced on Sept. 7, 2022, that F-35 fighter jet deliveries were halted due to magnets using a cobalt and samarium alloy made in China, a Foreign Entity of Concern (FEOC).
As of September 2023, the U.S. National Defense Stockpile is nearly depleted of its cobalt reserves, containing a little over 300 metric tons. This is down from 24,000 tons in 1990.
China has issued a variety of sanctions against portions of US Aerospace and Defense companies: Northrop Grumman, Lockheed Martin, Boeing Company, and Raytheon.
China banned exports of germanium and gallium in Q3 2023.
China imposed restrictions on the export of graphite in Q4 2023.

US Executive Order 14057 (Dec. 2021) requires federal vehicle acquisitions be 100% zero-emission by 2035 and 100% zero-emission light-duty vehicle acquisitions by 2027.