Writing Team
Samsung SDI reported KRW 80.5 billion in AMPC credits last quarter. You won't find that in the English investor deck. It sits in a KRX regulatory filing, in Korean, and it reframes the July 30 comparison: LGES looks more credit-dependent than Samsung partly because LGES actually shows the dependency. We kept running into that same dynamic all week, from Ford Kentucky's BESS pivot to lithium-indexed contracts that miss the iron phosphate cost moving against them. The risk right now lives in the layer between what gets filed and what gets presented.
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.