China introduced export controls on certain lithium-ion batteries, materials, and the equipment to make them — enforcement suspended until at least November 2026. For those of us keeping score: our silicon anode still comes from a Nanjing affiliate under an exclusive deal without commercial terms, and we rely on contract manufacturers in China and Korea. A DIU contract now at $18.1 million requires qualifying non-China sources. We're racing to become the domestic battery we're marketed as. That's okay.