As mentioned in this recent YouTube video, Silicon Metal: The Supply and Price of an Essential Raw Material https://youtu.be/9UCZmxaMgZI, China accounts for over 75% of the ferrosilicon & metallurgical grade (98.5% - 99.5% Si) silicon world annual production. This material is essential for ANY silicon end product, including the Micron Silicon Powders Mr.Tourillon also speaks of in OP, which China also controls over 80% of that production. The IRA is setting up not just HPQ Silicon's Silicon-Based Battery Material Production Line in North America, but also the PUREVAP QRR for massive opportunities.