--- title: "The Log" canonical: "https://anchor.is/the-hysteresis/issue/13/the-log" publication: "The Hysteresis" publisher: "The Hysteresis" language: "en-US" guide: "https://anchor.is/the-hysteresis/llms.txt" permalink: "https://anchor.is/the-hysteresis/issue/13/the-log" issue: 13 section: "the-log" description: "What was announced, built, and cancelled" authors: ["Elise Huan-Cartwright","Ronan Adike"] published: 2026-09-07 updated: 2026-09-04 articles: 9 --- # The Hysteresis > The Hysteresis exists to give a small cross-functional team — strategy, investment, and procurement — a shared weekly instrument for reading the battery supply chain earlier than consensus. Success means the team consistently identifies inflection points in cell pricing, supplier health, and policy enforcement weeks or months before they surface in earnings calls, annual surveys, or trade press. The commercial mechanism is internal-first: the publication proves itself as a decision tool inside the organization, then extends to paid subscribers and a practitioner community as upside. Revenue follows utility — if the team makes better-timed procurement calls and competitive assessments because of what they read here, the publication earned its place. [Read on the website]() ## Issue 13 — The Log What was announced, built, and cancelled ### The Gate Question - [August's Milestone Count Was High — the Verification Rate Was Not]() — By [Elise Huan-Cartwright]() · Published 2026-09-04 August 2026 produced roughly ten distinct milestone announcements across the US battery supply chain. Fewer than half crossed a state that is independently verifiable and costly to reverse. ### Lansing Full Audit - [LG Energy Solution Lansing — Production Confirmed, Original Promise Replaced, Available Supply Undisclosed]() — By [Elise Huan-Cartwright]() · Published 2026-09-04 · Format: The Stated vs. Observed Audit LGES declared production at Lansing on August 18. What is running there is not what GM and LGES announced in 2022: the customer is Toyota, LGES Vertech and DTE Energy rather than GM, the chemistry is LFP alongside NMC, the primary application is stationary storage rather than automotive, nameplate is 35+ GWh against 50, and the joint venture is gone, with LGES sole owner. The building went up where it was promised. Output rate, yield, customer-accepted volume, uncommitted GWh and facility-level 45X claims are undisclosed. ### Pipeline Maturation Read - [Six US Battery Projects Measured Against Irreversible Milestones]() — By [Elise Huan-Cartwright]() · Published 2026-09-04 · Format: Pipeline Maturation Read Atlas Public Policy recorded zero battery investment cancellations for Q2 2026, which tells you the announcements are still on the books and nothing about whether they are moving. Six current US battery supply chain projects, assessed here against irreversible milestones — equipment commissioned, qualification samples delivered, commercial output demonstrated — show a pipeline where most announced capacity has not converted into anything a procurement team can contract. One is in trial operation, one has delivered a qualification sample awaiting customer acceptance, and three have crossed no gate involving irreversible capital under their current configurations. The ones advancing share a common feature: a single corporate sponsor with an existing manufacturing operation and a named customer. ### Policy Gate Status - [Which Battery Policy Instruments Produce Route-Level Answers Today]() — By [Ronan Adike]() · Published 2026-09-04 · Format: Policy Gate Status Four federal instruments now bear on battery sourcing routes: a black-mass allocation rule, BABA storage waivers, a grid-security executive order, and the 45X/PFE credit restrictions. They span the distance from a binding constraint with disclosed commercial consequences to authority that has not yet produced a single implementing document. This piece applies one test to each: can a procurement team determine today whether a particular sourcing route is affected, and if not, what is missing? ### External Context - **Atlas Q2 2026: Battery Sector Net Investment at -$19.5B Since Q1 2025; LGES Michigan Adds $3B to Cancelled Totals** — [Source]() — Published 2026-09-04 Q2 posted $0.3B new investment. Cumulative 14% cancellation rate. Methodology note: Atlas classification may differ from registry entries. - **Samsung SDI Acquires Full SynergyCells JV Stake, Pivots New Carlisle to ESS — Revised Capacity and SOP Undisclosed** — [Source]() — Published 2026-09-04 Acquisition closed. Revised GWh target, investment, timeline, and Indiana incentive amendments not publicly filed as of 2026-08-11. - **Warren Ultium Plant Schedules Restart, 1,400 Workers Recalled After Seven-Month Shutdown** — [Source]() — Published 2026-09-04 Reuters reports planned restart and recall. Sustained post-restart utilization rate unconfirmed; gate-crossing not yet verified. - **Asahi Kasei Holds Grand Opening for Charlotte Separator Line — Commercial Production Still Scheduled H2 FY2026** — [Source]() — Published 2026-09-04 Milestone, not gate: trial operations since 2026-03. Commercial SOP remains ahead. Wet-process line for US cell supply chain. - **Trump Grid-Security EO Creates Dual Compliance Exposure for Storage Projects Already Navigating FEOC Timelines** — [Source]() — Published 2026-09-04 BNEF flags projects mid-construction facing layered FEOC and grid-order risk. Cancellation and delay implications for BESS pipeline. ## Other sections in Issue 13 - [Signal]() - [China]() - [Korea]() - [Defense]() - [Qualification]() ## More - [Publication guide]() - [Issue archive]()