Recent Activity

August — Issue #9

Chinese Utility Tenders Are Splitting ESS Cell Supply by Format Faster Than Producers Can Follow

Tender evidence, penetration data, and producer filings show Chinese SOE procurement specifications are forcing ESS cell format obsolescence faster than most suppliers can safely convert.

The Structural Map

Same Overcapacity, Fewer Eligible Sellers

Maps how format qualification, margin bifurcation, and the September–January policy sequence are replacing aggregate overcapacity as the binding constraint on Chinese cell pricing.

Contractable Supply Inventory

US Addressable Cell Supply Inventory

A facility-by-facility audit of thirteen producing US cell plants finds no producer publicly quantifying uncommitted GWh available to unaffiliated buyers.

Elise Huan-Cartwright

Elise Huan-Cartwright grew up bilingual in Portland, the daughter of a Taiwanese-American mother in electronics component sourcing and a British father who traded industrial chemicals. She studied applied economics at the University of Edinburgh before spending six years as a commodity analyst at a mid-tier trading house in Hong Kong, covering battery metals and precursor chemicals across Chinese and Korean supply chains. She left the sell side at 34 to write, first for a specialist trade publication covering Asian energy storage markets, then independently. Her analytical formation is rooted in price spreads, execution verification, and the conviction that battery markets exhibit path-dependent behavior that makes linear extrapolation dangerous. Her prose is compressed, load-bearing, and anchored to cited data — written for the practitioner who will use the number in a meeting that afternoon.

Recent Activity

August — Issue #9

August — Issue #8

July — Issue #7

July — Issue #6

July — Issue #5

July — Issue #4

June — Issue #3

June — Issue #2

May — Issue #1