United States. Supply chain mapped to 39 inputs across 8 countries.
No federal designation found. EnerSys is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List), and the United States is not a covered nation under the FEOC rules. Is EnerSys a Foreign Entity of Concern?
Upstream sourcing exposure
20 in covered nations - 9 elevated, of 39 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
4 of 6 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
39 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for EnerSys.
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| EnerSysReading, PA (HQ); Greenville, SC Li-ion gigafactory | United States | No known risk factor | Global stored-energy leader. Makes TPPL/lead-acid and NexSys iON NMC lithium-ion batteries. $500M / 4-5 GWh Greenville SC gigafactory (DOE $199M award), production ~2027-2028. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| BMS Semiconductors (AFE ICs, MOSFETs, MCU)TSMC / OSAT foundries (Taiwan, Malaysia) | Taiwan | Elevated sourcing risk | Analog front-end, protection MOSFETs, microcontrollers. Allied-fabbed but back-end assembly/test partly China. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| NexSys iON NMC Lithium-ion CellGreenville, SC (planned) | United States | Elevated sourcing risk | Large-format prismatic NMC cells. Cell assembled domestically but upstream cathode/anode/electrolyte inputs are China-dominated midstream. |
| TPPL / Lead-Acid Battery (NexSys PURE, AGM)US/EMEA EnerSys plants | United States | No known risk factor | Thin Plate Pure Lead technology. Lead battery supply chain is ~55% recycled and largely domestic/allied. |
| NMC Cathode Active Material (CAM) | China | Covered nation | Nickel-Manganese-Cobalt lithiated oxide. CAM/pCAM production heavily concentrated in China; precursors are ~70% of cathode cost. |
| pCAM Precursor (Ni-Co-Mn hydroxide) | China | Covered nation | Co-precipitated metal-sulfate precursor. Chinese firms (Huayou, GEM, CNGR) integrate ~80% of sulfate capacity with pCAM. |
| Graphite Anode Active Material | China | Covered nation | China produces 93% of graphite anode material and 99% of spherical graphite. |
| Electrolyte (LiPF6 salt + solvents) | China | Covered nation | LiPF6 salt: China ~95% of global production (Tinci, Do-Fluoride). |
| Cell Separator (porous PE/PP) | China | Covered nation | Wet-process ceramic-coated separators dominated by Chinese suppliers. |
| Battery-grade Copper Foil (anode current collector) | China | Covered nation | Electrodeposited battery copper foil supply concentrated in China. |
| Battery-grade Aluminum Foil (cathode current collector) | China | Covered nation | Cathode foil; battery-grade rolling capacity China-heavy, some allied supply. |
| Battery Management System (BMS) | United States | Elevated sourcing risk | Cell monitoring, balancing, protection. EnerSys-designed BMS; semiconductor inputs globally sourced. |
| Lead Grids / Plates (pure lead)EnerSys US plants | United States | No known risk factor | Thin Plate Pure Lead grids - high-purity lead castings/expanded grids. |
| AGM Separator (glass mat) | United States | No known risk factor | Absorbent glass mat separator; allied/domestic glass-fiber supply. |
| Polypropylene Case / Container | United States | No known risk factor | PP battery containers/lids; commodity petrochemical, domestic/allied. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel / MHP Refiner (HPAL)Sulawesi HPAL parks (e.g. Morowali/Weda Bay) | Indonesia | Elevated sourcing risk | Indonesia = ~71% of global refined nickel; ~80% Chinese-owned. Mixed-hydroxide precipitate converted to Class-1/sulfate. |
| Cobalt RefinerChinese cobalt sulfate plants | China | Covered nation | DRC crude cobalt hydroxide shipped to China; dissolved in sulfuric acid and crystallized to battery-grade CoSO4. Chinese refineries ~90% of supply. |
| Manganese Sulfate RefinerChinese HPMSM plants | China | Covered nation | Chinese refiners upgrade imported South African ore / electrolytic Mn metal into high-purity sulfate. |
| Lithium Chemical RefinerChinese lithium conversion plants (Jiangsu/Sichuan) | China | Covered nation | Spodumene concentrate converted to battery-grade hydroxide/carbonate; ~73% Chinese refining monopoly. |
| Spherical Graphite ProcessorChinese anode plants (Heilongjiang/Inner Mongolia) | China | Covered nation | Spheronization, purification and coating overwhelmingly in China. |
| Lead Smelter / RecyclerUS secondary lead smelters | United States | No known risk factor | Secondary (recycling) + primary smelting. America relies chiefly on recycled lead. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel Sulfate (NiSO4) | China | Covered nation | Battery-grade nickel sulfate. Indonesia dominant refined-nickel source but ~80% Chinese-owned; sulfate conversion China-integrated. |
| Cobalt Sulfate (CoSO4) | China | Covered nation | ~80% of global cobalt sulfate/oxide produced in China; remainder mostly Finland. |
| High-Purity Manganese Sulfate (HPMSM) | China | Covered nation | China controls >85% of HPMSM refining for battery cathodes. |
| Battery-grade Lithium Hydroxide/Carbonate | China | Covered nation | China refines ~65-75% of global lithium chemicals - the midstream chokepoint. |
| Coated Spherical Graphite | China | Covered nation | Flake milled to spheres and carbon-coated; 99% Chinese processing. China restricts graphite exports. |
| Synthetic Graphite (petroleum coke route) | China | Covered nation | Made from needle/petroleum coke; ~half of synthetic graphite produced in China, which also makes ~69% of low-sulfur petcoke. |
| Refined Lead | United States | No known risk factor | US lead battery supply is ~55% recycled/secondary lead - largely domestic closed loop. |
| Recycled Lead (spent batteries) | United States | No known risk factor | Closed-loop recovery from spent lead-acid batteries; ~55% of US lead. |
| Lead Alloys (Ca / Sn / Sb) | China | Covered nation | Grid alloying with calcium, tin, antimony. Antimony flagged: China controls >60% of antimony mine output; US has ~no primary antimony. |
| Sulfuric Acid Electrolyte | United States | No known risk factor | Dilute H2SO4 electrolyte; abundant domestic supply. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel Laterite OreSulawesi / Halmahera laterite mines | Indonesia | Elevated sourcing risk | Indonesian laterite mining; ore allied-geography but downstream refining Chinese-controlled. |
| Cobalt Ore (DRC)Katanga copper-cobalt belt | Democratic Republic Of Congo | Elevated sourcing risk | DRC = ~80% of mined cobalt; ~80% of DRC output Chinese-SOE controlled. |
| Manganese OreKalahari Manganese Field | South Africa | Elevated sourcing risk | South Africa largest global producer; ore exported to China for refining. |
| Spodumene / Lithium OreWestern Australia hard-rock (e.g. Greenbushes/Pilbara) | Australia | Elevated sourcing risk | Australia = top mined lithium; concentrate typically shipped to China for conversion. |
| Lithium Brine (Chile)Salar de Atacama | Chile | Elevated sourcing risk | Alternative brine feedstock (SQM/Albemarle); allied-mined but chemical conversion often China-routed. |
| Natural Flake GraphiteHeilongjiang graphite mines | China | Covered nation | China mines ~65% of natural graphite. |
| Primary Lead OreMissouri lead belt (also Australia/Peru) | United States | No known risk factor | Primary lead ~45% of supply; US (Missouri), Australia, Peru allied sources. |
| Antimony OreChinese antimony mines | China | Covered nation | China >60% of global antimony; export controls in place. Chokepoint minor metal for lead alloys. |
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 EnerSys, 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.
Secondary sources (16) - trade press, analysts, reference works