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Commercial & Delivery
Drone Industry's Next Bottleneck Isn't Airframes — It's Battery Cells, and China Owns Them
A July 7 industry op-ed warns China controls 75-85% of global lithium-ion cell capacity and 99% of spherical graphite anode material, just as FY2024 and FY2026 NDAA bans on six Chinese battery makers begin phasing in against Pentagon drone purchases.
