H1 2026 Defense Battery Contracts Flow Under Pre-842 Rules. No Compliance Infrastructure Exists to Catch Them.

Over $1B in ceiling value across five battery-dependent contracts moved in H1 2026: AeroVironment P550 ($117.3M, March), VAPOR CLE ($14.6M, April), FMS IDIQ ($874.26M ceiling, May), L3Harris TTLR OTA (March), Kraken SeaPower $35M (January). None carry a Section 842 battery clause. No DFARS rule exists to generate one.

The exposure sits in the program vehicles, not the individual awards. The FMS IDIQ runs to approximately 2030. Post-January 2028 task orders against these frameworks enter a compliance regime with no published rules, no operational repository, and no qualified supplier confirmed for any platform in the set.