
Recent Activity
July — Issue #6

Assesses the Forge Nano/Samsung SDI SEC filing against the five-layer Section 4865 proof stack. One leg shows a credible evidence trail. Three show none. The most consequential — component cost origin — is opaque. Defense aspiration, not converted demand.

Section 4865's January 2028 deadline binds in eighteen months. Every enforcement artifact a contracting officer would need to implement it remains publicly absent, and the Blue UAS list is clearing platforms under a statute that has never asked where the battery cells came from.

Maps which standards actually fill each qualification rung for eVTOL, drone, UUV, and humanoid battery packs, treating every gap as a positive finding.















