Writing Team
SUBSCRIBEWe traced a supply route this week that looked clean from the outside: a Samsung-Stellantis joint venture in Indiana, posting revenue, converting a line to LFP. Follow the structure and it gets complicated fast. Samsung's 51% stake is pledged as collateral on a DOE loan already cut from $7.5 billion to $4.1 billion. The anchor customer holds the other 49%. Any external sale has to navigate both constraints before a cell ships. If you're qualifying Korean supply for a US project right now, the route matters more than the logo on the datasheet. This issue follows the routes.
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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