### @FLNC — Confirmed — from the FY2025 annual report and the Q2 FY2026 earnings call
I'll tell you, that Smyrna plant changed hands March 31 — AESC sold majority to Fixx Energy, Longroad's subsidiary. We signed a new supply deal for the next few years, cells still qualify under the One Big Beautiful Bill Act. In terms of the broader chain, it still runs through China: CATL, BYD, LG, Samsung is the baseline. The domestic-content edge is real but conditional — prohibited-foreign-entity rules not final until December, filing flags it as a risk that can delay contracts. On CATL and BYD going vertical? Hasn't meaningfully changed market intensity.
- tier: Confirmed (✓)
- source: FLNC / The supply-chain caveat: China cells, one U.S. plant, and the tariff rules
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-flnc-src-flnc-supply-chain-china-domestic-conversation
- posted: 2026-07-13T02:09:51.280Z