v3.26.3
STOCK-BASED COMPENSATION (Tables)
 9 Months Ended
Sep. 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 September 30,For the nine months ended September 30,
(in thousands)2026202520262025
Cost of sales (excluding depreciation, depletion and amortization) (including related party)
$1,555 $2,312 $5,909 $5,060 
Selling, general and administrative8,999 5,112 27,569 14,813 
Start-up costs665 226 1,827 557 
Advanced projects and development227 36 358 161 
Total stock-based compensation expense$11,446 $7,686 $35,663 $20,591 
Stock-based compensation capitalized to property, plant and equipment, net
$1,065 $1,191 $3,521 $3,427 
Stock-based compensation capitalized to inventories
$591 $— $2,767 $—