Bedrock Coalition

From the Policy Desk

Analysis, context, and strategy for the manufacturers, investors, and policymakers building Nevada's industrial future.

Supply Chain

Nevada’s Battery Materials Advantage: The Lithium Loop from Extraction to Recycling

Redwood Materials processes 20 GWh/year. Thacker Pass secured a $2.26B ATVM loan. Rhyolite Ridge received $996M. Nevada’s battery supply chain is no longer speculative—it is operational. This post maps the state’s position in the domestic lithium loop and its implications for IRA Section 45X credits.

September 30, 2026
Infrastructure

I-11 and the Las Vegas Logistics Spine: Corridor Planning as Industrial Policy

NDOT’s PEL study recommended the central corridor. DOT’s AGCC initiative could colocate high-voltage transmission and fiber along highway rights-of-way. The $22M SafeTech project is already installing intelligent traffic systems. This is how corridor planning becomes industrial policy.

September 30, 2026
Federal Programs

CHIPS, IRA, IIJA: Federal Industrial Policy in Practice for Nevada Manufacturers

Section 45X offers $35/kWh for battery cells. Section 48C and 45X cannot be claimed on the same facility. GOED has approved $169.8M in tax abatements since 2022. A technical guide for Nevada manufacturers navigating overlapping federal and state incentives.

September 30, 2026
Policy Analysis

The UFLPA Expansion and What It Means for Nevada’s Supply Chain Strategy

The August 2026 UFLPA expansion added 43 new entities—many outside Xinjiang in provinces like Shandong and Jiangsu. Geographic proxies are no longer sufficient. What Nevada manufacturers and defense contractors need to know about multi-tier supply chain auditing.

September 30, 2026
Manufacturing

The Jean–Apex–Eldorado Valley Arc: Southern Nevada’s Emerging Manufacturing Corridor

200 acres. 2.6M square feet planned. Closest Nevada logistics facility to SoCal ports. Rail, airport, two electrical substations. The South Vegas Industrial Center and its neighbors are reshaping Southern Nevada’s industrial geography.

September 30, 2026

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