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Supply-chain input · Component

Lithium-ion battery cells

Rechargeable cells used in drones, uncrewed vehicles and portable power.

HighComponent

Constraint

Why supply is constrained

High

China produced 80% of global battery cells and over 90% of anode material in 2024 (IEA). CATL and other Chinese battery makers are on DoD's 1260H list, and China's October 2025 controls on high-energy-density cells (suspended to November 2026) target the cells drones use.

Dependencies

This input

Lithium-ion battery cells

High

Downstream · needed by · 0

Nothing downstream recorded.

Upstream: what this input is made from or processed with. Downstream: what is made from it.

Who needs it7

Products· 3

Amphora

Chariot Defense

Family of transportable battery storage and power distribution systems (Amphora 24 at 24 VDC and Amphora 400 at 400 VDC per the company) that draw on generators, vehicles, grid and renewables and form a software-controlled tactical microgrid. Used at NTC rotation 26-02; to be delivered to Army brigades under DIU PRISM.

Amphora is a battery storage system built on commercial EV high-voltage battery technology; cell chemistry and supplier not disclosed.

Limited fielding

Organizations that consume it· 1

Trade controls1

Sources5

Profile1

  1. 1

    International Energy Agency · May 21, 2025 · Supports Input, Input · input dependency:graphite, Input · input dependency:graphite-anode-material

    “over 90% of anode material and 80% of global battery cells.”

Supply chain2

  1. 2

    PR Newswire · Aug 24, 2026 · Supports Organization input

    “doing so with a secure supply chain, without dependence on Chinese components.”
  2. 3

    Fast Company · Supports Organization input

    “I realized that the core commercial technology around high voltage batteries and silicon carbide power electronics that I had been working with”

Trade controls2

  1. 4

    Ministry of Commerce of the People's Republic of China · Nov 7, 2025 · Supports Trade control

    “经批准,自即日起至2026年11月10日,商务部、海关总署公告2025年第55号、56号、57号、58号,及商务部公告2025年第61号、62号暂停实施。”
  2. 5

    Ministry of Commerce of the People's Republic of China · Oct 9, 2025 · Supports Trade control

    “本公告自2025年11月8日起正式实施。”

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