Writing Team
SUBSCRIBEThree US plants say they're producing ESS cells. Korean makers all posted Q2 profit. Chinese cell prices held flat. Put those together and the supply chain looks like it's stabilizing. We spent this issue one layer down. No US plant discloses converted GWh. LGES, the most transparent Korean maker, is generating earnings while burning cash. Chinese prices hold because a supplier-credit layer absorbs costs that regulators have started forcing into the open. The stabilization is real in the headline. Whether it survives the balance sheet is what this issue is about.
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.
Ronan Adike is a PhD electrochemist who spent fifteen years moving from the SEI to the supply chain — developing, qualifying, and shipping novel battery technologies into applications that had no playbook. He writes for engineers who need a number they can defend, not a headline they can forward.
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