Writing Team
SUBSCRIBEWe spent this week looking for denominators. Samsung SDI reported a KRW 177 billion battery segment loss last quarter without disclosing whether US production credits were inside that number. LG Energy Solution disclosed theirs and looked worse for the honesty. That kept happening. Korean utilization hasn't refreshed since March. US plant trackers count cancellations without separating them from conversions. China's cell price went flat, so the quote stopped carrying information. Every section of this issue landed on the same condition: a claim sitting on a number nobody published.
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.
© Anchor Research. All rights reserved.