Where does ESS Inc. (ESS Tech, Inc.) source its components?
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
Sourcing Concentration by Country
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
Legend
Node Types
Sourcing risk
Relationships
Every mapped input in the ESS Inc. (ESS Tech, Inc.) supply chain
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.).
Producer (1)
| 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. |
Supplier (2)
| 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. |
Component (10)
| 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. |
Processing and refining (4)
| 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. |
Raw material (17)
| 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. |
Mine and extraction (6)
| 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. |
Material flow (44 relationships)
- ESS Inc. (ESS Tech, Inc.) manufactures Iron Flow Cell Stack (Iron flow cell stack)
- ESS Inc. (ESS Tech, Inc.) manufactures Iron Chloride Electrolyte (anolyte/catholyte) (Iron chloride electrolyte)
- ESS Inc. (ESS Tech, Inc.) assembles Electrolyte Storage Tanks (Electrolyte storage tanks)
- ESS Inc. (ESS Tech, Inc.) assembles Power Conversion System (Inverter / PCS) (Power conversion system)
- ESS Inc. (ESS Tech, Inc.) assembles Balance of Plant (pumps, motors, plumbing, controls) (Balance of plant)
- ESS Inc. (ESS Tech, Inc.) assembles Steel Enclosure / Container (Steel enclosure / container)
- Iron Flow Cell Stack assembles Carbon / Graphite Felt Electrode (Carbon/graphite felt electrode)
- Iron Flow Cell Stack assembles HDPE Bipolar Plate Electrode (HDPE bipolar plate electrode)
- Iron Flow Cell Stack assembles Ion-Exchange Membrane (PFSA) (Ion-exchange membrane)
- Iron Flow Cell Stack assembles Plumbing & Frame Plastics (PVC/PP/PVDF) (Flow frames / gaskets)
- Iron Flow Cell Stack assembles Copper Wiring / Busbars (Current-collection copper busbars)
- Carbon / Graphite Felt Electrode refines PAN (Polyacrylonitrile) Precursor Fiber (PAN felt carbonization/graphitization)
- PAN (Polyacrylonitrile) Precursor Fiber supplies Acrylonitrile (ACN) Monomer (Acrylonitrile monomer -> PAN)
- HDPE Bipolar Plate Electrode supplies HDPE Resin (HDPE resin)
- HDPE Bipolar Plate Electrode supplies Conductive Carbon Black Filler (Conductive carbon black filler)
- Ion-Exchange Membrane (PFSA) supplies Fluoropolymer (PFSA/PTFE) Resin (PFSA/PTFE fluoropolymer resin)
- Fluoropolymer (PFSA/PTFE) Resin supplies Fluorspar (Acid-grade CaF2) (Fluorspar -> HF -> fluoropolymer)
- Fluorspar (Acid-grade CaF2) sources from Fluorspar Mine (Acid-grade fluorspar ore)
- Iron Chloride Electrolyte (anolyte/catholyte) supplies Ferrous Chloride (FeCl2) (Ferrous chloride (FeCl2))
- Iron Chloride Electrolyte (anolyte/catholyte) supplies Salt / Sodium Chloride (NaCl) (Sodium chloride)
- Iron Chloride Electrolyte (anolyte/catholyte) supplies Deionized Water (Deionized water)
- Ferrous Chloride (FeCl2) supplies Iron Units (steel pickling liquor / scrap iron) (Iron units (pickle liquor / scrap))
- Ferrous Chloride (FeCl2) supplies Hydrochloric Acid (HCl) (Hydrochloric acid)
- Iron Units (steel pickling liquor / scrap iron) sources from Steel Mill / Pickling Line (iron refiner) (Steel pickling liquor stream)
- Steel Mill / Pickling Line (iron refiner) refines Iron Ore (Taconite / Magnetite) (Taconite -> steel)
- Iron Ore (Taconite / Magnetite) sources from Iron Ore Mine (Mesabi Range) (Iron ore (taconite/magnetite))
- Salt / Sodium Chloride (NaCl) sources from Rock Salt Mine / Brine Field (Rock salt / brine)
- Hydrochloric Acid (HCl) supplies Salt / Sodium Chloride (NaCl) (NaCl brine -> chlor-alkali HCl)
- Electrolyte Storage Tanks supplies HDPE Resin (HDPE tank resin)
- Power Conversion System (Inverter / PCS) sources from Power Semiconductors (IGBT modules) (IGBT power modules)
- Power Conversion System (Inverter / PCS) assembles Copper Wiring / Busbars (Copper wiring/busbars)
- Power Semiconductors (IGBT modules) supplies Silicon Wafer / Silicon Metal (Silicon wafer / metal)
- Silicon Wafer / Silicon Metal refines Silicon Metal Smelter (Quartz -> silicon metal)
- Silicon Metal Smelter sources from Quartz / Silica Mine (Silica / quartz ore)
- Copper Wiring / Busbars supplies Copper Cathode (Copper cathode)
- Copper Cathode refines Copper Smelter / Refinery (Concentrate -> cathode)
- Copper Smelter / Refinery sources from Copper Mine (Copper concentrate)
- Balance of Plant (pumps, motors, plumbing, controls) sources from Circulation Pumps & Motors (Pumps & motors)
- Balance of Plant (pumps, motors, plumbing, controls) supplies Plumbing & Frame Plastics (PVC/PP/PVDF) (PVC/PP plumbing)
- Circulation Pumps & Motors supplies NdFeB Permanent Magnets (in motors) (NdFeB motor magnets)
- NdFeB Permanent Magnets (in motors) refines Rare-Earth Separation / Magnet Refiner (REE oxide separation / sintered magnet)
- Rare-Earth Separation / Magnet Refiner sources from Rare-Earth Mine (Rare-earth ore)
- Steel Enclosure / Container supplies Structural Carbon Steel (Structural carbon steel)
- Structural Carbon Steel sources from Steel Mill / Pickling Line (iron refiner) (Fabricated steel from domestic mills)
Sources and methodology
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
- sec.gov sec.gov/Archives/edgar/data/1819438/000162828025015649/ghw-20241231.htm
- sec.gov sec.gov/Archives/edgar/data/0001819438/000181943826000041/ess2026conflictmineralsrep.htm
- epa.gov epa.gov/system/files/documents/2023-03/Ferrous%20Chloride%20Supply%20Chain%20Profile.pdf
- epa.gov epa.gov/system/files/documents/2023-03/Hydrochloric%20Acid%20Supply%20Chain%20Profile.pdf
- epa.gov epa.gov/system/files/documents/2023-03/Sodium%20Chloride%20Supply%20Chain%20Profile.pdf
Secondary sources (19) - trade press, analysts, reference works
- essinc.com essinc.com/iron-flow-chemistry/
- essinc.com essinc.com/energy-center/
- essinc.com essinc.com/wp-content/uploads/2021/06/ESSDatasheet_EnergyWarehouse_3-19-21.pdf
- redwayess.com redwayess.com/what-is-ess-inc-iron-flow-battery/
- en.wikipedia.org en.wikipedia.org/wiki/Iron_redox_flow_battery
- solarpowerworldonline.com solarpowerworldonline.com/2025/06/ess-inc-almost-closed-its-oregon-battery-manufacturing-plant-last-week/
- essinc.com essinc.com/ess-celebrates-50m-manufacturing-expansion-at-oregon-headquarters-funded-by-u-s-export-import-banks-make-more-in-america-initiative/
- en.wikipedia.org en.wikipedia.org/wiki/Iron(II)_chloride
- sglcarbon.com sglcarbon.com/en/markets-solutions/applications/redox-flow-batteries/
- bipolar-plate.com bipolar-plate.com/products/battery-graphite-felt/
- jotaintl.com jotaintl.com/about-us/academy/what-is-pan-carbon-fiber/
- nafion.com nafion.com/en/products/sulfonic-membranes
- chemours.com chemours.com/en/-/media/files/nafion/nafion-flow-battery-brochure.pdf
- clevelandcliffs.com clevelandcliffs.com/operations/steelmaking/iron-ore-facilities
- en.wikipedia.org en.wikipedia.org/wiki/Mesabi_Range
- woodmac.com woodmac.com/horizons/securing-copper-supply-china-energy-transition/
- en.wikipedia.org en.wikipedia.org/wiki/Jiangxi_Copper
- northridgepumps.com northridgepumps.com/article-271_polypropylene-immersion-pumps-for-circulation-of-battery-electrolyte-solution
- pv-magazine-usa.com pv-magazine-usa.com/2024/10/30/ess-uses-iron-flow-battery-deployments-to-adapt-to-new-customer-requirements/
Common questions
- Where does ESS Inc. (ESS Tech, Inc.) source the inputs in this product?
- This map traces 40 inputs across 4 countries, including 10 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the ESS Inc. (ESS Tech, Inc.) supply chain sits in a covered nation?
- 9 of 40 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 12 carry elevated sourcing risk without either basis.
- Is ESS Inc. (ESS Tech, Inc.) itself a Foreign Entity of Concern?
- 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. Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.
