Writing Team
China's tax administration resolved the consumption tax boundary on Wednesday: clusters are taxable September 1, complete storage systems are not. You need that before September quotes land. It also means the first post-September cell price will blend pre- and post-tax transactions into one number. Anyone reading it as a clean move will be wrong. We kept hitting that everywhere this issue. Samsung's first positive quarter in seven can't be fully decomposed. Three Korean makers report utilization using three different definitions. When the instruments shift alongside the market, knowing which numbers still hold weight is the whole job.
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.
Ronan Adike
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.