Writing Team
BNEF's annual benchmark says storage packs fell 45% last year. That number is in every deck we've seen this quarter. InfoLink's spot data, six months fresher, shows Chinese ESS cells climbed 22%. Both are sourced, both are real, and they've stopped describing the same market. We kept pulling that thread across U.S. plant conversions, Korean earnings, defense procurement timelines. Each one came back to the same problem: the number you can cite in a presentation and the number that governs a sourcing call have quietly diverged.
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.