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Nano One in talks to supply military drones with eco-friendly cathode materials, boosting US domestic production.

Market News
22 Sep 2026
Seeking Alpha
View Source
Bullish
Nano One in talks to supply military drones with eco-friendly cathode materials, boosting US domestic production.

Nano One Materials is negotiating with military drone companies to supply cathode materials using its innovative "One Pot" process, which cuts capital and operating costs by 30%, reduces energy use by 80%, and minimizes pollution and water consumption. This technology could accelerate US domestic production of lithium iron phosphate (LFP) cathodes, a market currently dominated by China. Supported previously by the Department of War, Nano One's advancements align with efforts to strengthen US supply chains for critical materials amid growing drone technology use in defense. The company may play a key role in reshaping the drone industry's material sourcing and environmental impact.

Nano One's military drone opportunity is presented here with Basic Materials sector data from Pluang as of Sep 23, 2026 00:41 WIB. Among 38 US Basic Materials stocks, 33 rose and 5 fell today. Freeport-McMoRan Inc (FCX) traded at USD 74.14 with a 2.79% increase and an 81% sell order activity, contrasting with Wheaton Precious Metals Corp (WPM) at USD 151.62, up 2.68%, but with an 88% buy order activity. Air Products & Chemicals, Inc. (APD) also rose 2.75% to USD 287.15, with a typical hold time of 59 days on Pluang.

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