Back to supply chains
Where does EVE Energy source its components?
China. Supply chain mapped to 36 inputs across 6 countries.
Federal screeningFlagged
Yes. EVE Energy 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 EVE Energy a Foreign Entity of Concern?
Upstream sourcing exposure
High93% weighted
1 federally designated - 31 in covered nations - 5 elevated, of 36 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
6 of 6 processing/refining steps in covered nations
Producer1
Component8
Processing / Refining6
Raw Material13
Mine / Extraction7
Logistics1
designated covered nation elevated no known factor not assessed
Loading chain view...
Sourcing Concentration by Country
Covered NationAllied NationOther
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
1
Designated (3%)
30
Covered nation (83%)
5
Elevated (14%)
0
No known factor (0%)
Legend
Node Types
Producer
Supplier
Component
Processing / Refining
Raw Material
Mine / Extraction
Logistics
Sourcing risk
Federally designated - named on a restricted-party list
Covered nation - sited in China, Russia, Iran or North Korea
Elevated - documented concentration risk, no federal listing
No known risk factor - not a compliance clearance
Not assessed - no sourcing judgement was made
Relationships
Transformation - manufactures / assembles
Refining - midstream processing (FEOC chokepoint)
Supply handoff - supplies / sources from
Arrows point in the direction material flows (input to product).
Every mapped input in the EVE Energy supply chain
36 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for EVE Energy.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| EVE EnergyHuizhou, Guangdong, China (HQ); Jingmen, Hubei ESS gigafactories | China | Federally designated | Named on DOD 1260Has “EVE Energy Co., Ltd.” (2026-06-10 Federal Register (Doc. 2026-11571)). Tier-1 Chinese LFP cell maker (founded 2001). China-headquartered manufacturer = FEOC per OBBBA. 3rd-largest ESS cell maker globally. |
Component (8)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| LFP Cathode Active MaterialChina (LFP CAM plants) | China | Covered nation | >98% of global LFP cathode active material is produced in China. |
| Graphite Anode MaterialYibin, Sichuan (BTR-EVE JV plant) | China | Covered nation | EVE holds 40% stake in BTR Sichuan New Material anode JV. China supplies ~90% of world anode material. |
| Electrolyte (LiPF6 in carbonate solvents)Jiangsu / Hunan electrolyte clusters, China | China | Covered nation | Liquid electrolyte: LiPF6 salt dissolved in carbonate solvents plus additives. China dominates formulation. |
| Separator (polyolefin membrane)China (wet/dry process coating lines) | China | Covered nation | Microporous PE/PP membrane. Coated in China, but UHMWPE base resin partly imported from Japan/Korea — mixed origin. |
| Copper Foil (anode current collector)China electrodeposited copper foil producers | China | Covered nation | Electrodeposited Cu foil. China ~48% of global battery-foil output and dominant supplier to EVE. |
| Aluminum Foil (cathode current collector)China battery-grade Al foil rolling mills | China | Covered nation | Chinese suppliers (e.g. Dingsheng) control ~35% of global battery Al foil. |
| Prismatic Cell Can & CasingChina (aluminum housing / hardware) | China | Covered nation | Aluminum prismatic housing, terminals, safety vent. Sourced domestically in China. |
| BMS / Module Hardware (busbars, CCS, BMS PCB)China (module assembly / electronics) | China | Covered nation | Cell-contact system, aluminum busbars, BMS electronics for module/pack integration. |
Processing and refining (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Chinese Lithium Chemical RefinerJiangxi / Sichuan / Qinghai conversion plants | China | Covered nation | Converts spodumene concentrate & brine into battery-grade Li carbonate. ~81% of global spodumene refining sits in China. |
| Chinese Graphite Processor (spheronization/purification)Shandong / Heilongjiang / Hunan | China | Covered nation | Micronization, spheronization, HF/thermal purification, coating. ~70-80% of global capacity in China — the anode chokepoint. |
| Chinese Phosphate/Iron RefinerYunnan / Sichuan | China | Covered nation | Purifies wet-process phosphoric acid and produces FePO4 precursor. China ~2/3 of phosphate refining. |
| Chinese Copper Refiner/SmelterChina electrolytic copper refineries | China | Covered nation | Refines copper concentrate/blister into cathode copper for foil. China >50% of global refined copper. |
| Chinese Aluminum Smelter/RefinerChina (alumina refining + electrolytic smelting) | China | Covered nation | Bauxite/alumina to primary aluminum. China ~60% of global primary aluminum. |
| Chinese Fluorochemical / LiPF6 ProducerJiangsu / Hunan | China | Covered nation | Reacts LiF + PF5 (from HF/fluorspar) into LiPF6 salt. China >70% of global capacity. |
Raw material (13)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Battery-grade Lithium CarbonateChina lithium conversion plants | China | Covered nation | Li source for both LFP cathode and LiPF6. China holds >95% of hard-rock lithium conversion capacity. |
| Iron Phosphate Precursor (FePO4, pCAM)China pCAM plants | China | Covered nation | ~0.96 t FePO4 per t LFP. Made from phosphoric acid + ferrous sulfate. China holds ~95%+ of LFP pCAM. |
| Purified Phosphoric AcidYunnan / Sichuan / Hubei (wet-process purification) | China | Covered nation | Battery-grade acid from wet-process purification (Yuntianhua, Xingfa, Chuanfa Longmang). China ~2/3 of phosphate refining. |
| Ferrous Sulfate (iron source)China (TiO2 sulfate-process by-product) | China | Covered nation | FeSO4·7H2O, largely a TiO2 pigment by-product; iron input to FePO4 precursor. |
| Phosphate RockYunnan / Guizhou / Hubei phosphate belt | China | Covered nation | Feedstock for phosphoric acid. China is the largest phosphate rock producer. |
| Spherical / Coated Natural GraphiteShandong / Heilongjiang / Hunan spheronization | China | Covered nation | Spheronized, purified, carbon-coated. China controls ~99% spherical graphite, ~100% of high-purity uncoated. |
| Synthetic GraphiteChina graphitization furnaces (Inner Mongolia / Sichuan) | China | Covered nation | Graphitized petroleum/needle coke at ~2,500-3,000°C. China ~68% of synthetic graphite output. |
| Low-sulfur Petroleum / Needle CokeChina refineries / delayed cokers | China | Covered nation | Precursor to synthetic graphite. China ~69% of global low-sulfur petcoke; coke is ~33% of anode cost. |
| Lithium Hexafluorophosphate (LiPF6)Jiangsu / Hunan, China | China | Covered nation | Dominant conductive salt in electrolyte. China >70% of global LiPF6 capacity (Tianci, Duofluoride, Yongtai). |
| Carbonate Solvents & Additives (EC/DMC/EMC)China solvent producers | China | Covered nation | Organic carbonate solvents and film-forming additives for the electrolyte; produced in China. |
| UHMWPE / Polyolefin Base ResinJapan / South Korea (base resin) | Japan | Elevated sourcing risk | Ultra-high-molecular-weight PE for wet-process separator film partly imported from Japan/Korea; PP for dry process domestic. |
| Refined Copper (cathode)China copper smelters/refiners | China | Covered nation | Feedstock for electrodeposited Cu foil. China dominates global copper smelting/refining. |
| Refined Aluminum (ingot/foilstock)China aluminum smelters | China | Covered nation | Battery-grade Al foilstock and cell-can aluminum. China ~60% of global primary aluminum. |
Mine and extraction (7)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Greenbushes / Pilgangoora Spodumene MineWestern Australia | Australia | Elevated sourcing risk | Allied-mined hard-rock lithium, but ~94% of Australian spodumene is exported to China for refining — refined-in-China = flagged. |
| Balama Natural Flake Graphite MineBalama, Cabo Delgado, Mozambique | Mozambique | Elevated sourcing risk | World's largest single graphite mine (~350kt/yr). Raw flake shipped to China for spheronization — refined-in-China = flagged. |
| Heilongjiang Flake Graphite MineHeilongjiang, China | China | Covered nation | ~2/3 of China's flake graphite; domestic feedstock for anode processing. China ~78% of mined graphite output. |
| Yunnan/Guizhou Phosphate MineYunnan / Guizhou phosphate belt | China | Covered nation | Phosphate rock extraction feeding phosphoric acid. China is the top phosphate rock producer. |
| Copper Mine (Chile/Peru/DRC concentrate)Andean & DRC copper belts | Chile | Elevated sourcing risk | Copper concentrate mined in Chile/Peru/DRC, but predominantly smelted/refined in China before foil — midstream flagged, mine origin mixed. |
| Bauxite Mine (Guinea/China)Guinea / Shanxi, China | Guinea | Elevated sourcing risk | Bauxite for alumina/aluminum. China imports much bauxite from Guinea but does the alumina+smelting midstream. |
| Fluorspar Mine (China)China fluorspar districts | China | Covered nation | Fluorspar (CaF2) → HF → PF5, the fluorine backbone of LiPF6. China leads fluorspar output. |
Logistics (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Concentrate & Material LogisticsChinese ports (spodumene, graphite, bauxite, copper imports) | China | Covered nation | Bulk import of spodumene, flake graphite, bauxite and copper concentrate into Chinese processing hubs. |
Material flow (40 relationships)
- EVE Energy assembles LFP Cathode Active Material (LFP cathode)
- EVE Energy assembles Graphite Anode Material (graphite anode)
- EVE Energy assembles Electrolyte (LiPF6 in carbonate solvents) (electrolyte)
- EVE Energy assembles Separator (polyolefin membrane) (separator)
- EVE Energy assembles Copper Foil (anode current collector) (copper foil current collector)
- EVE Energy assembles Aluminum Foil (cathode current collector) (aluminum foil current collector)
- EVE Energy assembles Prismatic Cell Can & Casing (cell can / casing)
- EVE Energy assembles BMS / Module Hardware (busbars, CCS, BMS PCB) (BMS / module hardware)
- LFP Cathode Active Material supplies Battery-grade Lithium Carbonate (lithium carbonate)
- LFP Cathode Active Material supplies Iron Phosphate Precursor (FePO4, pCAM) (iron phosphate precursor (pCAM))
- Iron Phosphate Precursor (FePO4, pCAM) supplies Purified Phosphoric Acid (phosphoric acid)
- Iron Phosphate Precursor (FePO4, pCAM) supplies Ferrous Sulfate (iron source) (iron source)
- Iron Phosphate Precursor (FePO4, pCAM) refines Chinese Phosphate/Iron Refiner (FePO4 precursor synthesis)
- Purified Phosphoric Acid supplies Phosphate Rock (phosphate rock)
- Chinese Phosphate/Iron Refiner refines Phosphate Rock (rock to purified acid)
- Phosphate Rock sources from Yunnan/Guizhou Phosphate Mine (phosphate rock ore)
- Battery-grade Lithium Carbonate refines Chinese Lithium Chemical Refiner (spodumene to lithium carbonate)
- Chinese Lithium Chemical Refiner sources from Greenbushes / Pilgangoora Spodumene Mine (spodumene concentrate)
- Graphite Anode Material supplies Spherical / Coated Natural Graphite (spherical natural graphite)
- Graphite Anode Material supplies Synthetic Graphite (synthetic graphite)
- Spherical / Coated Natural Graphite refines Chinese Graphite Processor (spheronization/purification) (spheronization/purification/coating)
- Chinese Graphite Processor (spheronization/purification) sources from Balama Natural Flake Graphite Mine (natural flake graphite)
- Chinese Graphite Processor (spheronization/purification) sources from Heilongjiang Flake Graphite Mine (natural flake graphite)
- Synthetic Graphite supplies Low-sulfur Petroleum / Needle Coke (petroleum/needle coke)
- Electrolyte (LiPF6 in carbonate solvents) supplies Lithium Hexafluorophosphate (LiPF6) (LiPF6 salt)
- Electrolyte (LiPF6 in carbonate solvents) supplies Carbonate Solvents & Additives (EC/DMC/EMC) (carbonate solvents & additives)
- Lithium Hexafluorophosphate (LiPF6) supplies Battery-grade Lithium Carbonate (lithium (LiF) source)
- Lithium Hexafluorophosphate (LiPF6) refines Chinese Fluorochemical / LiPF6 Producer (LiF + PF5 to LiPF6)
- Chinese Fluorochemical / LiPF6 Producer sources from Fluorspar Mine (China) (fluorspar (fluorine backbone))
- Separator (polyolefin membrane) supplies UHMWPE / Polyolefin Base Resin (polyolefin base resin)
- Copper Foil (anode current collector) supplies Refined Copper (cathode) (refined copper)
- Refined Copper (cathode) refines Chinese Copper Refiner/Smelter (concentrate to cathode copper)
- Chinese Copper Refiner/Smelter sources from Copper Mine (Chile/Peru/DRC concentrate) (copper concentrate)
- Aluminum Foil (cathode current collector) supplies Refined Aluminum (ingot/foilstock) (refined aluminum)
- Prismatic Cell Can & Casing supplies Refined Aluminum (ingot/foilstock) (aluminum housing stock)
- BMS / Module Hardware (busbars, CCS, BMS PCB) supplies Refined Aluminum (ingot/foilstock) (aluminum busbar stock)
- Refined Aluminum (ingot/foilstock) refines Chinese Aluminum Smelter/Refiner (bauxite/alumina to aluminum)
- Chinese Aluminum Smelter/Refiner sources from Bauxite Mine (Guinea/China) (bauxite ore)
- Chinese Lithium Chemical Refiner sources from Concentrate & Material Logistics (imported spodumene handling)
- Chinese Graphite Processor (spheronization/purification) sources from Concentrate & Material Logistics (imported flake graphite handling)
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 EVE Energy, 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 (2) - government, filings, standards bodies
Secondary sources (21) - trade press, analysts, reference works
- en.wikipedia.org en.wikipedia.org/wiki/EVE_Energy
- energy-storage.news energy-storage.news/american-battery-solutions-and-eve-in-5gwh-annual-lfp-cell-partnership/
- ess-news.com ess-news.com/2024/10/21/eve-energy-readies-to-launch-mass-production-of-600-ah-battery-storage-cells/
- sciencedirect.com sciencedirect.com/science/article/pii/S2666248525000071
- voltrush.substack.com voltrush.substack.com/p/chinas-battery-export-controls-and
- camaltd.com camaltd.com/china-australia-lithium-shift-2026/
- large.stanford.edu large.stanford.edu/courses/2025/ph240/mann1/
- woodmac.com woodmac.com/news/opinion/easing-global-reliance-on-chinese-lithium-supplies/
- benchmarkminerals.com benchmarkminerals.com/glossary/what-is-graphite
- source.benchmarkminerals.com source.benchmarkminerals.com/article/infographic-china-controls-three-quarters-of-graphite-anode-supply-chain
- zdnaturalgraphite.com zdnaturalgraphite.com/top-7-global-natural-graphite-mines-ranked-by-capacity/
- fastmarkets.com fastmarkets.com/insights/chinas-anode-market-tilts-toward-synthetic-graphite/
- pamirllc.com pamirllc.com/blog/the-u-s-is-building-a-homegrown-synthetic-graphite-supply-chain-for-ev-batteries
- nbinno.com nbinno.com/article/battery-electrolyte/the-lipf6-supply-chain-navigating-manufacturers-prices-and-quality-lq
- faxiangongchang.com faxiangongchang.com/en/reports/china-lithium-battery-materials-2026
- faxiangongchang.com faxiangongchang.com/en/reports/china-phosphate-chemical-2026
- eepower.com eepower.com/tech-insights/iron-phosphate-a-key-material-of-lithium-ion-battery-future/
- link.springer.com link.springer.com/article/10.1557/s43579-024-00644-2
- indexbox.io indexbox.io/store/china-battery-pack-foils-market-analysis-forecast-size-trends-and-insights/
- tycorun.com tycorun.com/blogs/news/top-10-composite-copper-foil-companies-in-china
- evebattery.com evebattery.com/en/module
Common questions
- Where does EVE Energy source the inputs in this product?
- This map traces 36 inputs across 6 countries, including 13 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the EVE Energy supply chain sits in a covered nation?
- 31 of 36 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 5 carry elevated sourcing risk without either basis.
- Is EVE Energy itself a Foreign Entity of Concern?
- Yes. EVE Energy 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. Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.