Writing Team
We set out to answer one question: how much US cell capacity can a buyer actually contract right now? Producing, qualified, compliant, not locked to someone else's program. The number is small enough to reframe the terawatt-hour of announcements sitting behind it. SK On posted 821 billion won in quarterly operating profit and we still can't isolate how much comes from recurring battery operations. China has ESS lines running a cell format the market is already moving past. The reported figure and the actionable figure have quietly diverged. This issue measures how far.
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.