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<div class="pre" style="margin: 0; padding: 0; font-family: monospace">On 2025-09-11 16:23, <a href="mailto:jordan@mavrix.one">jordan@mavrix.one</a> wrote:
<blockquote type="cite" style="padding: 0 0.4em; border-left: #1010ff 2px solid; margin: 0">Hello Team, <br /><br />I just had a conversation with a senior executive involved with Forge<br />Nano, a US based lithium -ion battery cell manufacturing company.<br /><br />Executive Summary:<br /><br />Daniel Sheridan and Jordan Wroblewski discussed supply chain<br />solutions, domestic battery manufacturing, and partnership<br />opportunities to boost U.S.-based lithium battery cell and pack<br />production for defense and commercial customers, emphasizing American<br />ownership and independence from China.<br /><br />Key Takeaways<br /><br />Forge Nano's Position &amp; Plans:<br /><br />Forge Nano has secured $100M from the DOE and is building a 3 GW<br />gigafactory in Raleigh, NC, with plans for additional U.S. lithium<br />cell production, especially 18650s and 21700s.<br />They will maintain their existing 400 MW pilot line in Thornton,<br />Colorado, which has been operational for several years and is critical<br />for early-stage production and de-risking scale-up.<br />Utilizing proprietary atomic layer deposition (Atomic Armor), Forge<br />Nano's technology offers superior battery performance and tunability.<br />Strategy: Focused on full U.S.-based manufacturing and supply chain<br />security, especially for defense (DoD/Blue UAS) applications.<br /><br />Daniel Sheridan's Background:<br /><br />Daniel Sheridan has deep expertise in the U.S. defense industrial<br />base, having previously served as a senior defense industrial base<br />expert at the Pentagon.<br />He helped establish the Pentagon's foreign investment team,<br />specifically to ensure U.S. defense supply chain resilience and secure<br />critical manufacturing capabilities.<br /><br />Drones and Motors Discussion:<br /><br />Daniel highlighted that a key motivation for these domestic battery<br />manufacturing efforts is to secure the supply chain for U.S. drones<br />and motors.<br />There is a significant national security focus on producing batteries<br />and motors domestically for drones, ensuring readiness and capability<br />in times of crisis.<br />Daniel emphasized that currently, U.S. defense faces risks due to<br />foreign dependency in critical areas such as drone power and<br />propulsion, and this partnership directly targets closing those gaps.<br /><br />Collaboration Opportunities:<br /><br />Mutual Need: Forge Nano requires a U.S.-based pack partner and is<br />seeking to align with companies similarly committed to American<br />manufacturing, especially for government/DoD clients.<br />Both parties expressed explicit interest in forming a throughput<br />multi-year contract to lock in capacity, support scaling efforts, and<br />provide predictability for investment and growth.<br />Facility/FTZ/Rail access at LBC aligns with Forge Nano's expansion<br />plans in NC.<br />Both are committed to zero Chinese investment and reinforcing the U.S.<br />supply chain for critical defense applications.<br /><br />Action Items &amp; Next Steps:<br /><br />Forge Nano to discuss strategic alignment and possibly expedite<br />further partnership; Daniel will update after board meeting (1-1.5<br />weeks).<br />LBC to send a capability statement to Daniel Sheridan.<br />Consider site visits, technical deep dives (Forge Nano CTO &harr; LBC<br />tech leads), and engagement on public-private scaling via potential<br />reindustrialization partnerships.<br />Both parties to keep open for collaboration on future pilot lines,<br />recycling, pouch lines, and specialized battery tech.<br /><br />Strategic Impact:<br /><br />U.S. Battery Sovereignty: This alliance directly addresses government<br />and defense imperatives for secure, scalable American battery<br />manufacturing, especially for drone and motor use cases.<br />Growth Trajectory: The partnership could accelerate both<br />organizations' paths to 3-5 GW+ annual production capacity, with<br />multi-year throughput agreements locking in long-term revenue and<br />operational stability.<br />Market Position: Early, trusted partnerships with U.S. cell<br />manufacturers position LBC as the go-to for Pack solutions in key U.S.<br />federal programs.<br /><br />Recommendations:<br /><br />Prioritize rapid engagement and detailed negotiation of multi-year<br />throughput agreements with Forge Nano.<br />Prepare for joint demonstration/pilot opportunities, especially in<br />DoD, UAS, and Second Life/recycling sectors.<br />Mobilize executive contacts and leverage public-private partnerships<br />for capital and government relations support.<br /><br />This partnership sets the stage for true American battery supply chain<br />independence and high-value government/industrial contracts, with a<br />special emphasis on drone and motor applications critical to U.S.<br />defense readiness and long-term supply continuity secured by the<br />contemplated throughput contract. <br /><br />As soon as I have the meeting set with their team in the next 1-1.5<br />weeks I will let you know to get you involved. &nbsp; <br /><br /><span class="sig">--&nbsp;<br />Jordan Wroblewski <br />VP, Business Development <br /><br />mavrix1.com [<a href="http://mavrix1.com/" target="_blank" rel="noopener noreferrer">1</a>] <br />&nbsp; <br /><br />Links:<br />------<br />[1] <a href="http://mavrix1.com/" target="_blank" rel="noopener noreferrer">http://mavrix1.com/</a></span></blockquote>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace">Good morning Gentlemen,</div>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace">Forge Nano would like to set up an initial call with their CTO.&nbsp; Would you be available on Tuesday the 16th at 3pm EST?&nbsp;&nbsp;</div>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace">Let me know and I will set it up.&nbsp;&nbsp;</div>
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<p style="color: #500050; font-size: small; font-family: Arial, Helvetica, sans-serif; background-color: #ffffff;">Jordan,</p>
<p style="color: #500050; font-size: small; font-family: Arial, Helvetica, sans-serif; background-color: #ffffff;">Great catching up with you yesterday, and thanks again for sending the capabilities backgrounder. I&rsquo;m really energized by the potential here and eager to hit the gas on collaborating.</p>
<p style="color: #500050; font-size: small; font-family: Arial, Helvetica, sans-serif; background-color: #ffffff;">I&rsquo;m especially excited to link you up with James Trevey (copied), the CTO of Forge Nano. I spoke with him yesterday, so he already has context on our conversation.</p>
<p style="color: #500050; font-size: small; font-family: Arial, Helvetica, sans-serif; background-color: #ffffff;">Would you be available for an initial call next week&mdash;specifically on Tuesday the 16th at 1:00 PM MT / 3:00 PM ET?</p>
<p style="color: #500050; font-size: small; font-family: Arial, Helvetica, sans-serif; background-color: #ffffff;">Best,<br />Daniel</p>
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<div id="signature">-- <br />
<div><span style="font-family: Helvetica, Arial;">Jordan Wroblewski</span>
<div style="font-family: Helvetica, Arial;">VP, Business Development</div>
<div style="font-family: Helvetica, Arial;"><img class="v1imgAttach" src="cid:cfb52ec99425c7b39e6e4fef81d8aac3@mavrix.one" /></div>
<div style="font-family: Helvetica, Arial;"><a style="color: #00acff; background-color: transparent;" href="http://mavrix1.com/" rel="noopener noreferrer">mavrix1.com</a></div>
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