Independent engineering intelligence on China's electrification supply chain.
Batteries, EV powertrain, energy storage — read by an engineer, so you can source, verify, and invest on what the hardware actually says.
Bigger factory doesn't mean better cell. Faster ramp doesn't mean lower cost. The useful questions live in that gap.
See what I can help withWho this is for
You're sourcing cells or packs from China and need to know whether a supplier's claims hold up — before the PO.
You're taking a product from prototype to production in China, with no engineering team on the ground.
You're running technical due diligence on a China electrification story the pitch deck won't cover.
You're an OEM or integrator tracking where a sub-supply-chain actually bottlenecks.
How I work
Every analysis runs through five lenses. One lens is an opinion. Five is a judgment.
See the methodologyHave a specific question about a supplier, a claim, or a supply chain?
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