v3.26.3
SEGMENT REPORTING - Reconciliation of Adjusted EBITDA (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Segment Reporting [Line Items]        
Price protection agreement income $ 8,109 $ 0 $ 67,962 $ 0
Operating Segments        
Segment Reporting [Line Items]        
Segment Adjusted EBITDA 53,176 (5,041) 139,537 (5,379)
Segment capital expenditures 112,229 50,264 419,416 109,729
Operating Segments | Materials Segment        
Segment Reporting [Line Items]        
Price protection agreement income 8,109   67,962  
Cost of sales (excluding depreciation, depletion and amortization and stock-based compensation expense)(2) 80,191 36,877 216,296 121,618
Selling, general and administrative (excluding stock-based compensation expense)(3) 12,132 8,628 32,756 25,179
Other segment items(4) 1,497 658 3,190 1,437
Segment Adjusted EBITDA 47,828 (14,522) 117,065 (23,442)
Segment capital expenditures 56,059 31,939 172,378 59,863
Operating Segments | Magnetics Segment        
Segment Reporting [Line Items]        
Price protection agreement income 0   0  
Cost of sales (excluding depreciation, depletion and amortization and stock-based compensation expense)(2) 7,745 9,352 19,622 20,646
Selling, general and administrative (excluding stock-based compensation expense)(3) 4,506 2,947 12,027 7,918
Other segment items(4) 1,024 132 2,104 337
Segment Adjusted EBITDA 5,348 9,481 22,472 18,063
Segment capital expenditures 56,170 18,325 247,038 49,866
Intersegment Eliminations        
Segment Reporting [Line Items]        
Segment Adjusted EBITDA 756   1,444  
Segment Reporting, Reconciling Item, Corporate Nonsegment        
Segment Reporting [Line Items]        
Segment capital expenditures $ 310 $ 232 $ 834 $ 240