Domestic supply NanoGraf is actively pursuing a U.S. based silicon anode supply chain, including a recent integration with M2 Graphite to reduce reliance on Chinese imports. This presents a sales opportunity to offer complementary domestic materials, processing services, or logistics partnerships that strengthen end-to-end US battery supply resilience for government, defense, and critical infrastructure customers.

Defense readiness Onyx silicon anode technology is already used by the U.S. military and is drop-in ready for lithium-ion batteries across consumer, industrial, and defense applications. This highlights potential cross-sell of tailored battery materials, engineering support, and program management services to defense contractors and systems integrators seeking high energy density solutions.

Manufacturing expansion Significant recent and planned capital investments in battery materials plants and expanded facilities (Michigan, Illinois, California) indicate aggressive scale-up. Opportunities exist to offer equipment, automation, and process optimization solutions, as well as ancillary materials and services to support new production lines and qualification activities.

Public funding leverage Substantial government support including DOE grants and federal funding for manufacturing facilities suggests potential for funded pilot projects, co-development programs, and grant-aligned partnerships with suppliers or service providers to accelerate commercialization of silicon anode technologies.

Strategic partnerships Collaborations with domestic graphite production and integrated supply chains indicate a buyer preference for ecosystem partnerships. There is opportunity to engage as a supplier or systems integrator across the value chain, offering materials, analytics, and sourcing capabilities to strengthen reliability for AI data centers, military applications, and critical infrastructure users.