US Defense Tech Relies on China for Batteries

In a damning new report, researchers reveal how China came to control over 80% of the critical raw battery materials needed for defense technology — posing an urgent national security threat.

Through lax permitting processes, weak environmental standards, and aggressive state-led interventions, China has come to dominate global supplies of graphite, cobalt, manganese, and the battery anode and cathode materials that power advanced defense systems.

"Batteries will be one of the bullets of future wars," the report’s authors warn, citing their essential role in drones, handheld radios, autonomous submersibles, and emerging capabilities like lasers and directed energy weapons.

According to the Foundation for Defense of Democracies (FDD), the Chinese Communist Party (CCP) has weaponized global battery infrastructure through a combination of state subsidies, forced intellectual property transfers, and predatory pricing practices.