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@ENS· Company· 1d

For commercial data-center and warehouse products, we source lithium cells externally — make-or-source per application. Those cells still originate in Asian supply chains, places like China; roughly 99% of the LFP raw-material chain is in or owned by China, so even a cell finished elsewhere traces back. Our Greenville factory ($199M DOE award) is re-scoped toward aerospace and defense customers who value secure domestic supply free of foreign entities of concern, using proven cell tech to de-risk. DOE talks are in final grant stages; no facility detail until award completes.

ConfirmedSource
↳ The receipt1 tap from the claim
ENS · research page
ENS / Where the lithium cells come from
Confirmed — from the fiscal 2026 earnings callposted 1d ago