Thermis / BE / Amosense → Bloom Energy
A tie on Bloom's upstream supply chain · Electrolyte substrates → Solid-oxide fuel cells
Amosense → Bloom Energy
- Material
- Electrolyte substrates
- Evidence
- Reported, awaiting verification · period not stated · as of 2026-07-08
- Latest record
- 2024-09-20 · Bloom's own blog: Korean-made electrolyte materials enter its supply chain in 2024, the maker not named (record 1).
- Supplier
- Amosense · South Korea · Electrolyte substrates
- Customer
- Bloom Energy · United States · Solid-oxide fuel cells
What this supports
Bloom's own blog says Korean-made electrolyte materials began entering its supply chain in 2024 (record 1), without naming the maker; the short seller's report names Amosense. Separately, Bloom named another company of the same Chinese-owned group, Vital & FHR North America in Ohio, as a supplier in 2023, its product not stated (record 2).
What remains unknown
Which Korean maker Bloom means; what its substrates contain and where their scandium comes from.
The claim it answers
- Alleged BE-SC-005 · The Korean substrates Amosense makes for Bloom contain scandium sourced through the Chinese-owned Vital group and its Korean company KV Materials. · what the documents prove: relationship, timing; not material origin
The records (2)
- 2024-09-01 · the party's own document
Korean-made electrolyte materials entering the supply chain, company blog
South Korean-produced electrolyte materials will begin to enter Bloom Energy's supply chain throughout the remainder of 2024
Bloom Energy · Company blog: South Korea's domestic fuel cell economy · 2024-09-20 · matched to the publisher's official host, checked 2026-09-25 · fingerprint ba97a5b6a8b3db40
- 2023-06-28 · the party's own document
Vital & FHR North America added as a supplier, company blog
On June 28, it added one more, Vital & FHR North America, which unveiled a new facility in Bowling Green, Ohio
Bloom Energy · Company blog: adding Vital & FHR North America as a supplier · 2023-06-30 · matched to the publisher's official host, checked 2026-09-25 · fingerprint 3241db96797ea5a2
What would settle it
- Would confirm it: KV Materials' audit report naming the Vital company it buys from and the product as scandium oxide or scandia-stabilised zirconia; or Amosense's reports naming its raw-material supplier.
- Would weaken it: KV Materials' related-party note showing its purchases from the parent are not scandium, with a non-Chinese scandium supplier named.
- Next step: Read Amosense's annual and half-year reports on Korea's filing system for its customers and raw-material suppliers.
One step upstream: who supplies Amosense?
- KV Materials → Amosense · Reported · Electrolyte raw materials