STOCK-BASED COMPENSATION (Tables)

6 Months Ended

Jun. 30, 2026

Share-Based Payment Arrangement [Abstract]

Schedule of Stock Awards Activity

The Company’s stock-based compensation was recorded as follows:


			For the three months ended June 30,												For the six months ended June 30,
(in thousands)			2026						2025						2026						2025
Cost of sales (excluding depreciation, depletion and amortization) (including related party)			$	1,804					$	714					$	4,354					$	2,748
Selling, general and administrative			8,965						4,586						18,570						9,701
Start-up costs			475						127						1,162						331
Advanced projects and development			43						125						131						125
Total stock-based compensation expense			$	11,287					$	5,552					$	24,217					$	12,905

Stock-based compensation capitalized to property, plant and equipment, net			$	940					$	957					$	2,456					$	2,236
Stock-based compensation capitalized to inventories			$	734					$	—					$	2,176					$	—