On March 22, 2026, the Army placed the largest single-vendor tactical sUAS order in its history: 2,500+ Skydio X10D drones, $52M+, manufactured at Hayward, CA. Skydio markets the X10D as "NDAA Compliant" and "designed, assembled, and supported in the United States" [20]. The platform sits on the Blue UAS Cleared List.
The battery supply chain behind that compliance claim is opaque. No public filing identifies the cell supplier, chemistry, or component-cost origin. Defense Tech Signals [16] flagged batteries as "a supply chain weak link" (May 2025). Blue UAS clears the platform, not the cells.