United States. Supply chain mapped to 37 inputs across 7 countries.
No federal designation found. Form Energy 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 Form Energy a Foreign Entity of Concern?
Upstream sourcing exposure
9 in covered nations - 10 elevated, of 37 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
37 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Form Energy.
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Form EnergyForm Factory 1, Weirton, West Virginia (former Weirton Steel site) | United States | No known risk factor | Iron-air 100-hour long-duration battery. Active materials are iron, water, and air, deliberately chosen to avoid imported strategic minerals. Assembly is US-based. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Iron Electrode (Negative Electrode)Weirton, WV | United States | No known risk factor | Reversible-rusting iron electrode; the storage medium. Made from iron powder produced in-house via low-temperature alkaline electro-reduction of iron ore. |
| Air Electrode (Positive / Bifunctional Oxygen Electrode)Weirton, WV | United States | Elevated sourcing risk | Gas-diffusion electrode enabling ORR (discharge) and OER (charge). Combines catalyst, conductive carbon, and PTFE binder; several inputs are China-refined. |
| Alkaline Electrolyte (Aqueous KOH/NaOH)Weirton, WV | United States | No known risk factor | Water-based non-flammable alkaline electrolyte. Potassium/sodium hydroxide dissolved in deionized water; ionic medium for the cell. |
| Cell Stack / Battery ModuleWeirton, WV | United States | No known risk factor | 10-20 meter-scale cells stacked in a water-filled module. Integrates iron and air electrodes, separators, and electrolyte. |
| Steel Enclosure & Module HousingUSA | United States | No known risk factor | Steel tank/housing holding electrolyte and cell stack. Sourced from North American steel; low-cost commodity input. |
| Air Handling / Water Management SystemUSA | United States | Elevated sourcing risk | Blowers, pumps, and airflow controls that feed oxygen and manage electrolyte/water balance. Motors and controls may include imported subcomponents. |
| Power Electronics / Inverter (Balance of System)USA | United States | Elevated sourcing risk | DC-AC conversion and grid interface. Power inverters commonly depend on globally sourced semiconductors and magnetics. |
| Battery Management & Controls (BMS)USA | United States | Elevated sourcing risk | Monitoring, balancing, and safety controls. Depends on semiconductors/PCBs with globalized (partly Asian) supply. |
| Separator / Cell MembraneUSA | United States | Elevated sourcing risk | Ion-permeable separator between electrodes in the alkaline cell. Polymer separator supply is globalized. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel Refinery (Sulfate / Electrolytic) | China | Covered nation | FEOC chokepoint: pyrometallurgy + electrolytic refining of nickel to battery-grade sulfate is China-dominated even for Indonesian ore. |
| Cobalt Refinery | China | Covered nation | FEOC chokepoint: the majority of DRC cobalt is refined in China into battery-grade chemicals. |
| Chlor-Alkali Plant (KOH Electrolysis) | United States | No known risk factor | Membrane-cell electrolysis of KCl brine into KOH. US and Western Europe have ample chlor-alkali capacity. |
| Pellet / DRI Processing PlantMinnesota / Ohio (HBI) | United States | No known risk factor | Beneficiation and pelletizing of taconite into DR-grade pellets. Domestic processing keeps the iron chain clean. |
| Copper Smelter / Refinery | China | Covered nation | FEOC chokepoint: China holds ~50% of global copper smelting/refining capacity; refined-copper origin is often Chinese. |
| Polysilicon / Silicon Metal Refiner | China | Covered nation | FEOC chokepoint: China dominates silicon metal and polysilicon refining feeding semiconductor and power-electronics chains. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Metallic Iron PowderWeirton, WV | United States | No known risk factor | Produced in-house by low-temperature alkaline electro-reduction of powdered iron ore (powder-to-powder process). Domestic ore feedstock. |
| Iron Ore / DR-Grade Taconite PelletsMesabi Iron Range, Minnesota | United States | No known risk factor | Iron oxide feedstock. DR-grade taconite pellets abundant in North America; a core FEOC advantage of the iron-air chemistry. |
| Bifunctional Oxygen Catalyst (Ni / Fe / Co-based) | China | Covered nation | Non-precious-metal OER/ORR catalyst typically using nickel (and sometimes cobalt) on N-doped carbon. Nickel and cobalt midstream refining is China-dominated. |
| Conductive Carbon / Carbon Black | China | Covered nation | Conductive carbon support for the air electrode. Carbon black and specialty conductive carbons are heavily China-supplied. |
| PTFE Binder / Hydrophobic Agent | United States | Elevated sourcing risk | Fluoropolymer binder giving the gas-diffusion electrode its hydrophobicity. Fluoropolymer supply chains span US, EU, and China. |
| Nickel Foam / Current Collector Mesh | China | Covered nation | Nickel-based conductive substrate/current collector for the air electrode. Nickel foam manufacturing is concentrated in China. |
| Potassium Hydroxide (KOH) | United States | No known risk factor | Caustic potash for the alkaline electrolyte. Produced by chlor-alkali electrolysis of potassium chloride brine. |
| Potassium Chloride (Potash / KCl Brine)Saskatchewan | Canada | No known risk factor | Feedstock for KOH electrolysis. Saskatchewan (Canada) is the world's largest potash source; allied supply. |
| Deionized WaterUSA | United States | No known risk factor | Solvent for the alkaline electrolyte and part of the active chemistry. Locally sourced. |
| Refined Nickel / Nickel Sulfate | China | Covered nation | Refined nickel input to catalyst and nickel foam. China dominates nickel sulfate and Class-1 nickel refining midstream. |
| Refined Cobalt | China | Covered nation | Optional catalyst dopant. Cobalt refining is ~75% China-controlled even when ore is mined in the DRC. |
| Structural Steel / Steel PlateUSA | United States | No known risk factor | For enclosures and housing. North American steel, itself derived from iron ore. |
| Semiconductors / Silicon Wafers (Power & Control) | Taiwan | Elevated sourcing risk | Chips for inverter and BMS. Wafers fabbed in Taiwan/US/Korea; some polysilicon and assembly steps touch China. |
| Refined Copper (Wiring / Busbars) | United States | Elevated sourcing risk | Conductors, busbars, motor windings. Copper refining is globally distributed with significant Chinese smelting share. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nickel Mine (Laterite / Sulfide Ore) | Indonesia | Elevated sourcing risk | Primary nickel extraction. Indonesia is the dominant mined-nickel source; much output is processed by Chinese-owned operations. |
| Cobalt MineKatanga Copperbelt | Democratic Republic Of Congo | Elevated sourcing risk | ~70% of mined cobalt originates in the DRC, largely as a copper by-product. |
| Potash Mine (Sylvinite / KCl)Saskatchewan potash basin | Canada | No known risk factor | Underground/solution potash mining for KCl. Canada is the leading allied potash producer. |
| Iron Ore Mine (Taconite)Mesabi Range, Minnesota | United States | No known risk factor | Taconite extraction for DR-grade pellets. Core of the domestic, FEOC-clean iron supply. |
| Copper Mine | Chile | No known risk factor | Primary copper extraction. Chile and the US are leading allied copper sources. |
| Silica / Quartz (Semiconductor Feedstock) | United States | No known risk factor | High-purity quartz for silicon metal and wafers. Mining is allied; downstream refining varies. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Inbound Materials LogisticsWeirton, WV / Ohio River corridor | United States | No known risk factor | Rail and river logistics moving iron pellets and inputs to Form Factory 1. Domestic transport. |
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 Form 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 (3) - government, filings, standards bodies
Secondary sources (13) - trade press, analysts, reference works