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Gramercy, LA, USA · Private
Alumina and gallium
Federal support (equity, loans, commitments)
$400M preferred equity total (Defense)
as of Aug 2026 · theoagseo.com
Open roles
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no public job board
Federal awards
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none found
Last private raise
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no Form D on file
SEC filings
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not an SEC filer
Coming up
POLICY45X: advanced manufacturing
Wind components end after 2027. Solar and battery components: 75% in 2030, 50% in 2031, 25% in 2032, none from 2033. Critical minerals: 75% in 2031, 50% in 2032, 25% in 2033, none from 2034. Affects Critical Minerals & Materials.
+ THESISPOLICYFederal equity stakes in critical-minerals companies
Defense, Commerce and DOE have taken equity, warrants or loans in MP Materials, Lithium Americas, Vulcan Elements, USA Rare Earth and others; see the Minerals tab for the full list. Affects Critical Minerals & Materials.
+ THESISFUNDINGDoW adds $100M follow-on preferred equity in Atalco, totaling $400M
The Department of War's Industrial Base Policy office, with the Economic Defense Unit, made a $100M follow-on preferred equity investment in Atlantic Alumina through the IBAS program, bringing DoW's total to $400M. About $350M in parallel private investment has been committed, with another $50M expected within 75 days, for a combined $800M public and private total.
war.gov →+ THESISPOLICYForeign-entity (FEOC) supply-chain rules for tax credits
Notice 2026-15 explains how to calculate the material-assistance cost ratio and gives interim safe harbors for 45Y, 48E and 45X. Proposed regulations and safe-harbor tables are still to come. Affects Critical Minerals & Materials.
+ THESISPOLICYSection 232: processed critical minerals
Investigation concluded without tariffs; the President directed negotiations with trading partners and left other tools open. Affects Critical Minerals & Materials.
+ THESISNo public filings, raises or hiring trend to read yet.
Read from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
No public job board on Greenhouse, Lever or Ashby, so hiring isn't tracked for this company yet.
No federal grants, contracts or loans found on USAspending.gov under this company's US entity name.
Policy that applies
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
2026-08-28 · funding
DoW adds $100M follow-on preferred equity in Atalco, totaling $400MThe Department of War's Industrial Base Policy office, with the Economic Defense Unit, made a $100M follow-on preferred equity investment in Atlantic Alumina through the IBAS program, bringing DoW's total to $400M. About $350M in parallel private investment has been committed, with another $50M expected within 75 days, for a combined $800M public and private total.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.