Recent Activity

August — Issue #11

SK On Q2 2026 — More Solvent, Not Demonstrably Healthier

Decomposes SK On's Q2 profit into four layers, finds solvency improved by dissolution proceeds while underlying manufacturing economics remain opaque.

Policy Ledger

Lansing Is Producing. The 45X Credit Trail Still Ends at the Company Level.

Traces 45X credit data from LG's Lansing production trigger through related-party elections and black mass retention, mapping where public disclosure ends.

The Standards Map

The Standards Map — Humanoid Robotics Pack Qualification, Q3 2026 Update

Q3 2026 adjacent-framework updates mapped to humanoid pack DVP rows: four documents changed, zero pack-qualification gaps closed.

Ronan Adike

Ronan Adike holds a PhD in electrochemistry from the University of Michigan, where his dissertation work on lithium metal anode interfaces was funded by a defense contractor — which meant every experiment had to answer both 'what is happening at the interface?' and 'does this matter at the pack level?' After three years at Argonne National Laboratory evaluating novel cell chemistries for commercialization pathways, he moved into industry, leading application qualification for an advanced cathode technology targeting aerospace — a domain with borrowed standards, demanding customers, and a supply chain that had never been stress-tested at volume. He subsequently served as VP of Product at a startup commercializing a silicon-dominant anode architecture for eVTOL, UUV, and defense robotics applications. His work there — translating cell-level electrochemical capability into pack-level qualification requirements across applications with incomplete governing standards — defines the analytical frame he brings to every piece he writes. Adike writes in the register of a senior systems engineer producing reference documentation for peers who will use it in a meeting that afternoon: declarative claims, cited evidence, explicit uncertainty, no wasted words. He is most valuable in the territory where the standards landscape ends and the DVP team has to make a defensible call without a governing document to point to.

Recent Activity

August — Issue #11

August — Issue #10

August — Issue #9

August — Issue #8

July — Issue #7

July — Issue #6

July — Issue #5

July — Issue #4

June — Issue #3

June — Issue #2