Thermis

Supply-chain intelligence for investment research

Research preview · records as of 2026-09-25

Thermis / BE

Bloom Energy BE · solid-oxide fuel cells · upstream supply chain

Does Chinese-origin scandium reach Bloom Energy, through which suppliers, and what evidence supports each connection?

Suppliers in tiers toward Bloom, read left to right. Click a tie for its records; click a company for the tie it supplies through.

Material producersProcessorsComponent makersBloom EnergyHunan Oriental Scandium → Bloom Energy: Reported, historicalReportedhistoricalDKK's Chinese partner → DKK: Documented, historicalDocumentedhistoricalDKK → Bloom Energy: Reported, period not statedReportedperiod not statedChaozhou Three-Circle → Bloom Energy: Inferred, currentInferredcurrentKV Materials → Amosense: Reported, period not statedReportedperiod not statedAmosense → Bloom Energy: Reported, period not statedReportedperiod not statedBloom EnergyBE · fuel cells · USHunan Oriental ScandiumHunan Oriental ScandiumChinaDKK's Chinese partnerDKK's Chinese partnerChinaDKKDKKJapanChaozhou Three-CircleChaozhou Three-CircleThailand plant, China parentKV MaterialsKV MaterialsSouth KoreaAmosenseAmosenseSouth KoreaDKK's other scandiumgap: not identifiedThe sheets' powdergap: not identifiedKV Materials' scandiumgap: not identified
Documented: a document from one of the two parties records the supplyReported: a third party says so, and no document from either party confirms itInferred: the supplier's own documents fit, but name no customergap: not identified: no record names the source; nothing is drawn in its place

What the records establish

Did Chinese scandium reach Bloom in the past?

Alleged, not confirmed

Every route is alleged or inferred. The one document from either party is a visit by Bloom staff to the Chinese producer in 2023, not a shipment.

Does Bloom depend on Chinese scandium now?

Not shown by any document

The claim of a current supply is alleged. The producer's parent says it does not export to Bloom now, and Bloom says its supply is not dependent on China; neither names a supplier.

Could a scandium shortage constrain Bloom's production?

Not established

China has required an export licence for scandium oxide since 2025-04-04, but Bloom's exposure to it is not documented, and the shortage claims are the report's own model, not reproduced.

Every tie and gap on the map

TieMaterialEvidencePeriodLatest record
Hunan Oriental Scandium → Bloom EnergyScandium oxideReported, awaiting verificationhistorical2026-08-05
DKK's Chinese partner → DKKScandium oxideDocumentedhistorical2023
DKK → Bloom EnergyScandia-stabilised zirconia powderReported, awaiting verificationperiod not stated2026-07-08
Chaozhou Three-Circle → Bloom EnergyCeramic separator sheets (the fuel cell's electrolyte), made in Thailand by the subsidiary Glory WinnerInferredcurrent2026-04-16
KV Materials → AmosenseElectrolyte raw materialsReported, awaiting verificationperiod not stated2026-07-08
Amosense → Bloom EnergyElectrolyte substratesReported, awaiting verificationperiod not stated2024-09-20
gap: not identified → DKKWhere DKK's scandium for Bloom-bound powder comes from, beyond the 2023 purchaseno record names it
gap: not identified → Chaozhou Three-CircleWho supplies the powder and scandium in the separator sheetsno record names it
gap: not identified → KV MaterialsWhere the scandium KV Materials buys comes fromno record names it

Every document behind this map (11), by publisher, date and fingerprint