--- title: "The Log" canonical: "https://anchor.is/the-hysteresis/issue/6/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/6/the-log" issue: 6 section: "the-log" description: "What was announced, built, and cancelled" authors: ["Elise Huan-Cartwright","Ronan Adike"] published: 2026-07-20 updated: 2026-07-17 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 6 — The Log What was announced, built, and cancelled ### The Denominator Problem - [The GWh That Moved Without Leaving]() — By [Elise Huan-Cartwright]() · Published 2026-07-17 Every major US battery capacity tracker sorts facilities into some version of operational, under construction, delayed, or cancelled. None of them sort by buyer. A cell plant that converts from automotive to stationary storage keeps its GWh in the aggregate. [E2's methodology](https://e2.org/reports/clean-economy-works-q1-2026/) is explicit: changes that do not reduce production capacity are excluded from cancellation counts. Rhodium's [Clean Investment Monitor](https://rhg.com/research/clean-investment-monitor-us-clean-energy-supply-chains/) tracks production state, not application. ### Panasonic Kansas Audit - [Panasonic De Soto — Producing, but 32 GWh Addressed to Whom?]() — By [Elise Huan-Cartwright]() · Published 2026-07-17 · Format: The Stated vs. Observed Audit De Soto hit mass production on schedule, July 2025. Four lines, 1,800 employees, 32 GWh nameplate. Among the cleaner US proof files. Then Panasonic's June 2026 investor day disclosed conversion for data-center applications without quantifying the allocation. The 32 GWh still sits in every domestic EV supply model as automotive capacity. Line-level application split: undisclosed. Neither the EV-addressable GWh nor the data-center share can be verified from public evidence. The ledger below sources both sides of each signal. ### Denominator Drift - [The EV Cell Denominator Is Shrinking Without Capacity Disappearing]() — By [Elise Huan-Cartwright]() · Published 2026-07-17 · Format: Denominator Drift Three US battery facilities representing 184 GWh of originally EV-linked nameplate have disclosed or signaled migration toward stationary storage and data-center supply since late 2025. None of that capacity has been cancelled. It sits in aggregate trackers, nominally intact. But Ford's 8-K filing, Samsung StarPlus's disclosed line conversion, and SK Commerce's WARN-documented workforce reduction all point the same direction: the EV cell supply denominator is contracting while the battery capacity numerator holds steady. The gap between those two figures is widening, and no aggregate dataset currently measures it. ### Policy After the Pivot - [Which Federal Instruments Follow a Battery Facility When It Stops Making EV Cells]() — By [Ronan Adike]() · Published 2026-07-17 · Format: Policy After the Pivot Three federal instruments attach to the battery facilities now pivoting from EV to non-EV output: the §45X manufacturing credit, the FEOC/PFE compliance architecture, and DOE Loan Programs Office financing. Each is tethered to a different legal object, and the tethers produce different answers when the facility's product changes. §45X follows the component regardless of what it powers. FEOC/PFE compliance pressure loses its §30D origin but acquires two independent PFE screens under §45X and §48E, with different thresholds falling on different parties. The LPO loan is governed by a partially redacted agreement whose terms the public record cannot resolve. Treating these as a single question produces a single wrong answer. ### Source Stack - **Kansas Reflector, June 17, 2026 — Panasonic Kansas data-center line conversion** — [Source]() — Published 2026-07-17 Provides local operating detail The Log cannot independently verify: 1,800 of 4,000 employees on-site, four active lines, and direct company language placing the data-center cell conversion on a stated timeline. - **Tennessee Lookout, May 22, 2026 — SK On Tennessee / BlueOval SK dissolution** — [Source]() — Published 2026-07-17 Ties ownership transfer, ESS product reframing, the 100-person core team retained at Stanton, and Ford's gas-truck pivot at the same campus into one local record. Useful because these threads surface separately in company filings and national trade press. - **Manufacturing Dive, March 2026 — SK Battery America Georgia layoffs** — [Source]() — Published 2026-07-17 Links the 958-person WARN notice at the Jackson County facility to on-record company language about pursuing BESS customers and remaining commitment to the Commerce site. The juxtaposition of the filing and the forward-looking statement is the value. - **Samsung SDI announcement, March 24, 2026 — StarPlus EV-to-ESS conversion and LFP cathode sourcing** — [Source]() — Published 2026-07-17 Primary disclosure establishing both the Q4 2025 EV-to-ESS line conversion at Stellantis JV and a non-China LFP cathode supply route through L&F. This is the source document for the PFE-driven cathode sourcing decision The Log tracks. - **E2 cancellation impact report, July 9, 2026 — Aggregate cancellation and downsizing data** — [Source]() — Published 2026-07-17 Reports 216 cancelled projects and $68.2B in lost investment across clean energy, but its methodology excludes delays and idled facilities unless production or investment actually decreased. Facility-level status in The Log's registry may differ from E2's aggregate classification as a result. ## Other sections in Issue 6 - [Signal]() - [China]() - [Korea]() - [Defense]() - [Qualification]() ## More - [Publication guide]() - [Issue archive]()