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![victor_privin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1434266587188666372.png) Fermion [@victor_privin](/creator/twitter/victor_privin) on x XXX followers
Created: 2025-07-18 16:32:11 UTC

True — a lot of upstream materials (like graphite, cathodes, etc.) still come from China or are refined there. But the cells themselves are assembled in Tennessee by Envision AESC, which qualifies under USMCA/IRA rules. So it’s not a Chinese battery by industry or regulatory standards.


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