On 2025-09-11 16:23, jordan@mavrix.one wrote:

> Hello Team,
> 
> I just had a conversation with a senior executive involved with Forge
> Nano, a US based lithium -ion battery cell manufacturing company.
> 
> Executive Summary:
> 
> Daniel Sheridan and Jordan Wroblewski discussed supply chain
> solutions, domestic battery manufacturing, and partnership
> opportunities to boost U.S.-based lithium battery cell and pack
> production for defense and commercial customers, emphasizing American
> ownership and independence from China.
> 
> Key Takeaways
> 
> Forge Nano's Position & Plans:
> 
> Forge Nano has secured $100M from the DOE and is building a 3 GW
> gigafactory in Raleigh, NC, with plans for additional U.S. lithium
> cell production, especially 18650s and 21700s.
> They will maintain their existing 400 MW pilot line in Thornton,
> Colorado, which has been operational for several years and is critical
> for early-stage production and de-risking scale-up.
> Utilizing proprietary atomic layer deposition (Atomic Armor), Forge
> Nano's technology offers superior battery performance and tunability.
> Strategy: Focused on full U.S.-based manufacturing and supply chain
> security, especially for defense (DoD/Blue UAS) applications.
> 
> Daniel Sheridan's Background:
> 
> Daniel Sheridan has deep expertise in the U.S. defense industrial
> base, having previously served as a senior defense industrial base
> expert at the Pentagon.
> He helped establish the Pentagon's foreign investment team,
> specifically to ensure U.S. defense supply chain resilience and secure
> critical manufacturing capabilities.
> 
> Drones and Motors Discussion:
> 
> Daniel highlighted that a key motivation for these domestic battery
> manufacturing efforts is to secure the supply chain for U.S. drones
> and motors.
> There is a significant national security focus on producing batteries
> and motors domestically for drones, ensuring readiness and capability
> in times of crisis.
> Daniel emphasized that currently, U.S. defense faces risks due to
> foreign dependency in critical areas such as drone power and
> propulsion, and this partnership directly targets closing those gaps.
> 
> Collaboration Opportunities:
> 
> Mutual Need: Forge Nano requires a U.S.-based pack partner and is
> seeking to align with companies similarly committed to American
> manufacturing, especially for government/DoD clients.
> Both parties expressed explicit interest in forming a throughput
> multi-year contract to lock in capacity, support scaling efforts, and
> provide predictability for investment and growth.
> Facility/FTZ/Rail access at LBC aligns with Forge Nano's expansion
> plans in NC.
> Both are committed to zero Chinese investment and reinforcing the U.S.
> supply chain for critical defense applications.
> 
> Action Items & Next Steps:
> 
> Forge Nano to discuss strategic alignment and possibly expedite
> further partnership; Daniel will update after board meeting (1-1.5
> weeks).
> LBC to send a capability statement to Daniel Sheridan.
> Consider site visits, technical deep dives (Forge Nano CTO ↔ LBC
> tech leads), and engagement on public-private scaling via potential
> reindustrialization partnerships.
> Both parties to keep open for collaboration on future pilot lines,
> recycling, pouch lines, and specialized battery tech.
> 
> Strategic Impact:
> 
> U.S. Battery Sovereignty: This alliance directly addresses government
> and defense imperatives for secure, scalable American battery
> manufacturing, especially for drone and motor use cases.
> Growth Trajectory: The partnership could accelerate both
> organizations' paths to 3-5 GW+ annual production capacity, with
> multi-year throughput agreements locking in long-term revenue and
> operational stability.
> Market Position: Early, trusted partnerships with U.S. cell
> manufacturers position LBC as the go-to for Pack solutions in key U.S.
> federal programs.
> 
> Recommendations:
> 
> Prioritize rapid engagement and detailed negotiation of multi-year
> throughput agreements with Forge Nano.
> Prepare for joint demonstration/pilot opportunities, especially in
> DoD, UAS, and Second Life/recycling sectors.
> Mobilize executive contacts and leverage public-private partnerships
> for capital and government relations support.
> 
> This partnership sets the stage for true American battery supply chain
> independence and high-value government/industrial contracts, with a
> special emphasis on drone and motor applications critical to U.S.
> defense readiness and long-term supply continuity secured by the
> contemplated throughput contract.
> 
> As soon as I have the meeting set with their team in the next 1-1.5
> weeks I will let you know to get you involved.
> 
> --
> Jordan Wroblewski
> VP, Business Development
> 
> mavrix1.com [1 [1]]
> 
> Links:
> ------
> [1] http://mavrix1.com/

Good morning Gentlemen,

Forge Nano would like to set up an initial call with their CTO.  Would 
you be available on Tuesday the 16th at 3pm EST?

Let me know and I will set it up.

Jordan,

Great catching up with you yesterday, and thanks again for sending the 
capabilities backgrounder. I'm really energized by the potential here 
and eager to hit the gas on collaborating.

I'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.

Would you be available for an initial call next week--specifically on 
Tuesday the 16th at 1:00 PM MT / 3:00 PM ET?

Best,
Daniel
-- 
Jordan Wroblewski
VP, Business Development

mavrix1.com [1]


Links:
------
[1] http://mavrix1.com/