Issue 1

Writing Team

Korean makers all posted losses for the first time as cheap lithium inventory ran out. The next quarter's quotes carry costs no buffer absorbs.

Elise Huan-Cartwright

Former commodity analyst turned specialist writer covering Asian battery supply chains. Spent six years at a mid-tier trading house in Hong Kong before turning to independent market intelligence. Her analysis is built on second-derivative tracking and reality-gap measurement — where the market actually is versus where inputs say it should be.