Ok,
I guess most people didn't watch Igor Barsukov's presentation at Benchmark Week. The number of guests on site was also extremely manageable, which was both surprising and frightening to see (you would think anode material would be available in abundance in the US!?)
Regardless, Mr. Barsukov showed some very, very deep insights into AETC's current operations.
On the 4th slide you can see 3 of the current products for which AETC supplies graphite.
Their current 11 customers obviously include:
-Aerovironment for the batteries for the Switchblade300 drone
https://www.avinc.com/lms/switchblade
(as already mentioned)
-EaglePicher Technologies for the batteries in the middle
https://www.eaglepicher.com/
https://www.militaryaerospace.com/power/article/14299590/power-electronics-lithiumion-jet-fighters
and recently there is a contract for the USS Virgina. If you're now wondering what submarines have to do with graphite... well…
For those interested, you can find the full presentation here:
https://source.benchmarkminerals.com/video/watch/building-regional-supply-chains-in-synthetic-and-natural-graphite
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