United States. Supply chain mapped to 40 inputs across 4 countries.
No federal designation found. ESS Inc. 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 ESS Inc. (ESS Tech, Inc.) a Foreign Entity of Concern?
Upstream sourcing exposure
9 in covered nations - 12 elevated, of 40 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
3 of 4 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
40 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for ESS Inc. (ESS Tech, Inc.).
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| ESS Inc. (ESS Tech, Inc.)Wilsonville, Oregon (approx. 200,000 sq ft, ~1.05 GWh/yr automated + semi-automated lines) | United States | No known risk factor | Long-duration iron flow batteries (Energy Warehouse, Energy Center, Energy Base). Iron-salt-water chemistry sidesteps lithium/cobalt/nickel FEOC exposure; residual flags concentrate in China-refined carbon felt, fluoropolymer membrane and power electronics. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Power Semiconductors (IGBT modules)IGBT die from JP/EU/US (Infineon, Mitsubishi, Fuji); packaging/assembly often in China | Japan | Elevated sourcing risk | DC->AC switching devices in the inverter. Front-end fabs allied, but back-end packaging concentrated in China -> review. |
| Circulation Pumps & Motors | United States | Elevated sourcing risk | Off-the-shelf polypropylene/immersion pumps and variable-speed motors. Motors may contain rare-earth magnets (China-refined) -> review. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Iron Flow Cell StackAssembled in Wilsonville, OR on automated lines | United States | Elevated sourcing risk | Proprietary stack is ESS's core IP. Contains carbon felt electrodes, HDPE bipolar plate electrodes, ion-exchange membrane, flow frames and end blocks. Review: several sub-materials are China-refined. |
| Iron Chloride Electrolyte (anolyte/catholyte) | United States | No known risk factor | Food-grade iron, salt and water; same FeCl2 solution on both electrodes. Earth-abundant, domestically sourceable — ESS's key supply-chain advantage over Li-ion. |
| Electrolyte Storage Tanks | United States | No known risk factor | HDPE / polypropylene tanks store anolyte and catholyte separately; energy capacity scales with tank size. |
| Power Conversion System (Inverter / PCS) | United States | Elevated sourcing risk | DC/AC inverter, DC/DC converter and battery management controller. Relies on power semiconductors (IGBTs) with concentrated East-Asian/China packaging exposure. |
| Balance of Plant (pumps, motors, plumbing, controls) | United States | No known risk factor | Off-the-shelf variable-speed pumps and motors, filters, PVC/PP plumbing. ESS emphasizes standard, uncoated, widely available parts. |
| Steel Enclosure / Container | United States | No known risk factor | Containerized housing and structural steel for Energy Warehouse; standard fabricated carbon steel. |
| Carbon / Graphite Felt ElectrodePredominantly PAN-based felt from Chinese producers; SGL Carbon (DE/US) is the main non-China alternative | China | Covered nation | >90% of carbon fiber is PAN-based; graphitized battery felt supply chain is China-concentrated. Flagged: felt carbonization/graphitization midstream is dominated by China. |
| HDPE Bipolar Plate Electrode | United States | No known risk factor | Up to ~60 recyclable high-density polyethylene bipolar plastic electrodes per stack — an ESS design distinctive vs graphite bipolar plates. Made conductive with carbon black filler. |
| Ion-Exchange Membrane (PFSA)Chemours Nafion (PFSA/PTFE) is the dominant supplier; Chinese Dongyue and Fumatech are alternatives | United States | Elevated sourcing risk | Perfluorosulfonic-acid membrane separates anolyte/catholyte. Chemours (US) leads; Dongyue (China) is a growing low-cost source, creating dual-source review risk. |
| Copper Wiring / Busbars | United States | Elevated sourcing risk | Current-collection busbars and system wiring. Copper metal is fungible but ~50% of global smelting/refining is in China. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Steel Mill / Pickling Line (iron refiner)US blast/electric-arc furnaces and steel pickling lines | United States | No known risk factor | Refines taconite pellets into steel; pickling generates the FeCl2 liquor stream. Domestic refining = clean. |
| Silicon Metal SmelterChinese silicon-metal smelting (with US/Norway/Brazil minority) | China | Covered nation | Carbothermic reduction of quartz to silicon metal — China holds the majority of global capacity. Flagged. |
| Copper Smelter / RefineryChina ~50% of world copper smelter/refinery capacity (Jiangxi Copper et al.) | China | Covered nation | Concentrate -> cathode refining chokepoint. China added ~97% of recent global refining capacity -> flagged. |
| Rare-Earth Separation / Magnet RefinerChinese REE separation and sintered-magnet plants | China | Covered nation | Nd/Pr oxide separation and magnet sintering overwhelmingly China-based, even for allied-mined ore. Chokepoint flag. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| PAN (Polyacrylonitrile) Precursor Fiber | China | Covered nation | Nonwoven PAN fiber is pre-oxidized, carbonized and graphitized into felt. PAN precursor and conversion capacity are China-heavy. |
| Acrylonitrile (ACN) Monomer | United States | Elevated sourcing risk | Petrochemical (propylene + ammonia) feedstock for PAN. US/Gulf Coast capacity exists but PAN polymerization for fiber-grade is largely offshore. |
| HDPE Resin | United States | No known risk factor | Polyethylene resin from US ethane-cracker petrochemicals; abundant domestic supply. |
| Conductive Carbon Black Filler | United States | Elevated sourcing risk | Furnace carbon black gives plastic electrodes conductivity. US production exists; conductive grades partly imported. |
| Fluoropolymer (PFSA/PTFE) Resin | United States | Elevated sourcing risk | PFSA ionomer + PTFE copolymer. Fluoropolymer capacity split US (Chemours) vs China (Dongyue); fluorspar feedstock is China-dominated. |
| Fluorspar (Acid-grade CaF2) | China | Covered nation | Feedstock for HF -> fluoropolymers. China is the dominant global producer/refiner of acid-grade fluorspar; US import-reliant. |
| Ferrous Chloride (FeCl2) | United States | No known risk factor | North American FeCl2 made from spent steel pickling liquor or scrap iron + HCl; ~96M kg/yr US output. Byproduct chemistry, domestically abundant. |
| Salt / Sodium Chloride (NaCl) | United States | No known risk factor | Mined rock salt / brine; widely produced domestically. Basis for electrolyte 'salt' and for chlor-alkali HCl. |
| Hydrochloric Acid (HCl) | United States | No known risk factor | ~1.2B kg/yr US production; chlor-alkali byproduct from NaCl brine electrolysis. Used to convert iron/scrap to FeCl2. |
| Deionized Water | United States | No known risk factor | Electrolyte solvent; locally sourced and treated. |
| Iron Units (steel pickling liquor / scrap iron) | United States | No known risk factor | Iron source for FeCl2: spent steel pickle liquor and scrap iron — a recycled domestic stream traceable back to US iron ore. |
| Iron Ore (Taconite / Magnetite)Minnesota Mesabi Iron Range taconite pellets | United States | No known risk factor | Ultimate iron origin for domestic steel/scrap feeding the electrolyte. |
| Structural Carbon Steel | United States | No known risk factor | Fabricated steel for the container/enclosure; sourced from domestic mills (same Mesabi->EAF chain). |
| Silicon Wafer / Silicon Metal | China | Covered nation | Metallurgical-grade silicon feedstock for semiconductor/electronics; China dominates silicon-metal smelting midstream. |
| Copper Cathode | Chile | Elevated sourcing risk | Refined cathode extruded/drawn into busbar and wire stock. Allied-mined (Chile/US) but heavily China-refined globally. |
| NdFeB Permanent Magnets (in motors) | China | Covered nation | If pump/fan motors use permanent-magnet designs, NdFeB magnets are ~90% China-refined. Standard induction motors avoid this. |
| Plumbing & Frame Plastics (PVC/PP/PVDF) | United States | No known risk factor | Flow frames, gaskets and plumbing in PVC, polypropylene, PVDF. Domestic petrochemical supply; PVDF has some China exposure but volumes small. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Fluorspar MineChinese fluorspar mining districts (also Mexico, Mongolia, South Africa) | China | Covered nation | China mines the largest share of global fluorspar. US has near-zero domestic acid-grade production. |
| Rock Salt Mine / Brine FieldUS salt mines and brine wells (e.g. Gulf Coast, Great Lakes, NY) | United States | No known risk factor | Domestic salt extraction; no FEOC exposure. |
| Iron Ore Mine (Mesabi Range)Cleveland-Cliffs United Taconite (Eveleth) / Northshore (Babbitt-Silver Bay), Minnesota | United States | No known risk factor | Open-pit taconite; largest iron-ore pellet producer in North America. Fully domestic. |
| Quartz / Silica MineHigh-purity quartz deposits (e.g. Spruce Pine, NC) plus global sources | United States | Elevated sourcing risk | Silica ore for silicon metal. Some high-purity quartz is US-mined but downstream refining is China-heavy. |
| Copper MineChilean copper mines (also US: Arizona/Utah) | Chile | No known risk factor | Copper concentrate origin; allied/domestic mining is clean, refining is the flag point. |
| Rare-Earth Minee.g. Mountain Pass, CA (also Australia) | United States | Elevated sourcing risk | REE ore can be allied-mined (Mountain Pass) but is largely shipped to China for separation -> downstream flagged. |
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 ESS Inc. (ESS Tech, Inc.), 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 (5) - government, filings, standards bodies
Secondary sources (19) - trade press, analysts, reference works