Writing Team
We traced a supply route this week that looked clean from the outside: a Samsung-Stellantis joint venture in Indiana, posting revenue, converting a line to LFP. Follow the structure and it gets complicated fast. Samsung's 51% stake is pledged as collateral on a DOE loan already cut from $7.5 billion to $4.1 billion. The anchor customer holds the other 49%. Any external sale has to navigate both constraints before a cell ships. If you're qualifying Korean supply for a US project right now, the route matters more than the logo on the datasheet. This issue follows the routes.
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.
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.
