China. Supply chain mapped to 45 inputs across 5 countries.
Yes. CALB (China Aviation Lithium Battery) is named on the DOD Section 1260H list -- a federal restricted-party designation that makes it a foreign entity of concern for IRA clean-energy tax credit purposes. Is CALB (China Aviation Lithium Battery) a Foreign Entity of Concern?
Upstream sourcing exposure
1 federally designated - 38 in covered nations - 6 elevated, of 45 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
9 of 9 processing/refining steps in covered nations
Where each input is mined or refined. Not a FEOC determination for the company.
Node Types
Sourcing risk
Relationships
45 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for CALB (China Aviation Lithium Battery).
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| CALB (China Aviation Lithium Battery)Changzhou, Jiangsu, China (HQ + gigafactories) | China | Federally designated | Named on DOD 1260Has “CALB Group Co., Ltd.” (2026-06-10 Federal Register (Doc. 2026-11571)). Partially state-owned (AVIC origin); makes LFP and NMC prismatic cells for EV, commercial vehicle, and grid storage. 3rd-largest China battery maker. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| LFP Prismatic CellCALB Changzhou/Chengdu/Wuhan | China | Covered nation | Lithium iron phosphate cell; CALB's primary chemistry for ESS and mass-market EV/CV. |
| NMC Prismatic CellCALB Changzhou | China | Covered nation | Nickel-manganese-cobalt cell for high-energy EV; supplied e.g. to Forsee Power. |
| LFP Cathode Active MaterialChina (Hunan/Sichuan cathode clusters) | China | Covered nation | Over 98% of global LFP CAM is produced in China. |
| NMC Cathode Active MaterialChina | China | Covered nation | China produces ~70% of global cathode active material. |
| Graphite Anode Active MaterialChina | China | Covered nation | China holds ~90% of anode material market and ~98% of graphitization capacity. |
| Polyolefin SeparatorChina | China | Covered nation | China produces ~74% of global separators; PP/PE microporous film. |
| Liquid ElectrolyteChina (Jiangsu/Hunan) | China | Covered nation | China produces ~82% of global electrolyte; carbonate solvents + LiPF6 salt. |
| Copper Foil (Anode Current Collector)China | China | Covered nation | China holds ~80% of global electrodeposited battery copper foil capacity. |
| Aluminum Foil (Cathode Current Collector)China | China | Covered nation | China ~48-52% of global battery aluminum foil capacity. |
| Prismatic Aluminum Cell HousingChina | China | Covered nation | Aluminum can, cap, terminals for prismatic hardcase cell. |
| Iron Phosphate (FePO4) PrecursorChina | China | Covered nation | Made from iron sulfate + phosphoric acid; solid-state LFP precursor. |
| NMC Precursor (pCAM)China (Huayou/GEM/CNGR clusters) | China | Covered nation | China controls ~95% of pCAM capacity; co-precipitated Ni-Mn-Co hydroxide. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Lithium Conversion RefineryChina (Jiangxi/Sichuan) | China | Covered nation | Converts spodumene to battery-grade Li carbonate/hydroxide; ~73% global share. FEOC chokepoint. |
| Nickel Sulfate RefineryChina | China | Covered nation | Refines Indonesian MHP into battery-grade nickel sulfate. FEOC chokepoint. |
| Cobalt Sulfate RefineryChina (Huayou etc.) | China | Covered nation | ~80-85% of battery-grade cobalt sulfate refined in China. FEOC chokepoint. |
| Manganese Sulfate RefineryChina | China | Covered nation | High-purity manganese sulfate refining concentrated in China. FEOC chokepoint. |
| Spherical Graphite Processing PlantChina | China | Covered nation | Milling/spheronization/purification to 99.95%+; ~85-90% China. FEOC chokepoint. |
| Synthetic Graphite Graphitization FurnacesChina | China | Covered nation | ~98% of global graphitization capacity in China (2500-3000C). FEOC chokepoint. |
| Purified Phosphoric Acid PlantChina | China | Covered nation | China ~75% of PPA; refines phosphate rock to battery-grade. FEOC chokepoint. |
| Copper Smelter/RefineryChina | China | Covered nation | China dominant copper refining; produces cathode for foil. |
| Aluminum SmelterChina | China | Covered nation | China ~55%+ of global aluminum smelting for foil and cell can. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Battery-grade Lithium CarbonateChina | China | Covered nation | Used in LFP; China refines ~73% of global lithium chemicals. |
| Battery-grade Lithium HydroxideChina | China | Covered nation | Used in high-nickel NMC; China dominates conversion step. |
| Nickel SulfateChina | China | Covered nation | Refined in China from Indonesian MHP; feeds pCAM. |
| Cobalt SulfateChina | China | Covered nation | China refines ~80-85% of battery-grade cobalt sulfate. |
| Manganese SulfateChina | China | Covered nation | High-purity manganese sulfate; China dominates battery-grade refining. |
| Purified Phosphoric Acid (PPA)China | China | Covered nation | China controls ~75% of global PPA supply for LFP. |
| Iron SulfateChina | China | Covered nation | Iron source for FePO4 precursor; often steel/TiO2 byproduct. |
| Spherical/Coated Natural GraphiteChina | China | Covered nation | China ~85-90% of spherical graphite; upgraded to 99.95%+ purity. |
| Synthetic GraphiteChina | China | Covered nation | China >95% of synthetic anode material; graphitized needle/petroleum coke. |
| Lithium Hexafluorophosphate (LiPF6)China | China | Covered nation | China >70% (some est. ~95%) of global LiPF6 electrolyte salt. |
| Carbonate Solvents (EC/DMC/EMC)China | China | Covered nation | Organic carbonate solvents for electrolyte; China-dominant. |
| Refined Copper CathodeChina smelters | China | Covered nation | Copper for foil; China is dominant copper refiner/smelter. |
| Refined AluminumChina | China | Covered nation | China ~55%+ of global primary aluminum smelting. |
| Needle/Petroleum CokeChina | China | Covered nation | Feedstock for synthetic graphite; graphitized in China. |
| Spodumene Concentrate (6% Li2O)Western Australia | Australia | Elevated sourcing risk | Allied-mined but ~80%+ exported to China for refining; refined product flagged. |
| Nickel MHP (Mixed Hydroxide Precipitate)Indonesia (Obi/Halmahera HPAL) | Indonesia | Elevated sourcing risk | Chinese-backed HPAL plants; refined into nickel sulfate in China. |
| Cobalt Hydroxide (intermediate)DRC (Chinese-operated Kolwezi/Tenke) | Democratic Republic Of Congo | Elevated sourcing risk | DRC holds >50% of cobalt resources; intermediate shipped to China. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Greenbushes Lithium MineGreenbushes, Western Australia | Australia | No known risk factor | Talison/Albemarle/IGO; world's largest hard-rock lithium mine. |
| Sulawesi/Halmahera Nickel Laterite MineSulawesi/Halmahera, Indonesia | Indonesia | Elevated sourcing risk | Indonesia holds largest nickel reserves; ore export ban forces domestic HPAL. |
| Katanga Copper-Cobalt MineKolwezi/Katanga Copperbelt, DRC | Democratic Republic Of Congo | Elevated sourcing risk | Largely Chinese-operated (CMOC etc.); >70% of world cobalt supply. |
| Flake Graphite MineHeilongjiang, China (+African flake imports) | China | Covered nation | China dominant natural flake source; >94% of African flake also shipped to China. |
| Manganese Ore MineKalahari Basin, South Africa | South Africa | Elevated sourcing risk | South Africa top manganese ore; refined to battery-grade sulfate in China. |
| Phosphate Rock MineYunnan/Guizhou, China | China | Covered nation | China major phosphate rock producer; feeds PPA for LFP. |
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for CALB (China Aviation Lithium Battery), and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (3) - government, filings, standards bodies
Secondary sources (21) - trade press, analysts, reference works