The interesting number is not the 240 million pounds, it's that Lebanon produced sellable high-purity material in its first week and came online on schedule and on budget. Most AI-powered sorting deployments stall in commissioning because the vision and classification models trained on one feedstock mix don't generalize to a new region's scrap stream. Sortera replicating Markle's performance in Tennessee suggests the platform has crossed from bespoke to repeatable, which is the precondition for a third and fourth site.
For operators in domestic metals and EV supply chains, this is a unit-economics story. Recycled aluminum at roughly 95% less energy than virgin production becomes a hedge against power prices and tariff exposure on imported billet, and Sortera is positioning as a regional feedstock vendor rather than a scrap exporter. The question for the next round of capacity additions is offtake structure: are automakers and aerospace primes signing multi-year volume contracts at a premium to LME, or buying spot. That determines whether facility three gets project-financed or has to be equity-funded.