Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
July 2026
- 29EarningsENVXEnovix Q2 2026 earningsUpdate on the >$130M Korea-made pipeline that is majority drone-driven, plus Fab2 yield progress that determines how much high-energy silicon-anode capacity is actually available to UAS customers.
August 2026
- 05EarningsAMPXAmprius Q2 2026 earningsFirst read on whether the raised ≥$130M 2026 guide and ~$500M of downstream military awards convert into disclosed cell backlog and US-made (NDAA-compliant) output via the Nanotech Energy partnership.
September 2026
- 30PolicyFAA Part 108 BVLOS final rule publicationRoutine beyond-visual-line-of-sight operations scale commercial drone fleets, turning logistics and inspection operators into volume buyers of high-energy-density, non-Chinese cells; the rule slipped past its executive-order March 2026 target after the comment period was reopened.
October 2027
- 01PolicyNDAA Section 154 ban on Chinese batteries (CATL, BYD, EVE, Gotion, Envision, Hithium) takes effect for DoDStatutory hard stop on DoD procurement of Chinese-made batteries forces primes and drone OEMs to lock multi-year non-Chinese cell supply in advance — the demand transfer that underwrites Amprius, EnerSys Greenville, and Lyten capacity.