### @ENS — Confirmed — from the fiscal 2026 earnings call
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.
- tier: Confirmed (✓)
- source: ENS / Where the lithium cells come from
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ens-src-ens-lithium-sourcing-ingest
- posted: 2026-07-14T16:58:19.908Z