Thermis / BE / Hunan Oriental Scandium → Bloom Energy
A tie on Bloom's upstream supply chain · Scandium oxide producer → Solid-oxide fuel cells
Hunan Oriental Scandium → Bloom Energy
- Material
- Scandium oxide
- Evidence
- Reported, awaiting verification · historical · as of 2026-08-05
- Latest record
- 2026-08-05 · The producer's listed parent answers that it is not currently exporting scandium oxide to Bloom (record 4).
- Route recorded
- From China to Bloom's plant in Newark, Delaware, as the report alleges (F152).
- Supplier
- Hunan Oriental Scandium · China · Scandium oxide producer
- Customer
- Bloom Energy · United States · Solid-oxide fuel cells
What this supports
A relationship in 2023, by association: the producer's own post records five Bloom staff, from purchasing, engineering and quality, visiting its subsidiary Henan Rongjia on 2023-11-02 and 03 (record 3). The shipments rest on the short seller's report and a screenshot of third-party trade data in it (record 1); the shipping documents behind them are not preserved.
What remains unknown
Whether the four shipments happened as alleged; how much moved; whether the producer's scandium reaches Bloom through an intermediary today.
The claim it answers
- Alleged BE-SC-001 · Hunan Oriental Scandium shipped scandium oxide directly to Bloom's Newark plant at least four times, August 2023 to May 2024. · what the documents prove: association only
- Alleged BE-SC-002 · Hunan Oriental Scandium remains a current Bloom scandium supplier. · what the documents prove: association only
The records (6)
- 2026-07-08 · reported by a third party
Scandium oxide shipments to Bloom, alleged
shipped scandium oxide directly to Bloom in Newark, Delaware, at least four times between August 2023 and May 2024
A short seller (its publisher's affiliate is short BE) · Short seller's report on Bloom's scandium sourcing · 2026-07-08 · a third-party copy, not matched to an official host · fingerprint 26a6f63368589260
- 2026-07-08 · reported by a third party
Claim to be BE's largest scandium supplier, a representative's message as reported
We are also BE's largest supplier of scandium.
A short seller (its publisher's affiliate is short BE) · Short seller's report on Bloom's scandium sourcing · 2026-07-08 · a third-party copy, not matched to an official host · fingerprint 26a6f63368589260
- 2023-11-02 · the party's own document
Bloom delegation visit to the subsidiary Henan Rongjia
美国Bloom Energy公司（以下简称“BE公司”）商品经理、首席工程师、高级主管工程师、供应链管理采购经理和质量经理一行五人，走进了湖南东方钪业股份有限公司全资子公司荣佳钪钒考察交流
In English: Bloom Energy's commodity manager, chief engineer, senior staff engineer, supply-chain procurement manager and quality manager, five people, visited Henan Rongjia, a wholly owned subsidiary of Hunan Oriental Scandium
Hunan Oriental Scandium · Company news post on the Bloom delegation's visit · 2023-11-10 · matched to the publisher's official host, checked 2026-09-24 · fingerprint fd3ed95eed6cfdb7
- 2026-08-05 · the party's own document
Export of scandium oxide to Bloom, the parent's answer
公司控股子公司湖南东方钪业作为钪行业头部企业，目前没有向Bloom Energy出口氧化钪
In English: LB Group's controlling subsidiary Hunan Oriental Scandium, a leading scandium company, is currently not exporting scandium oxide to Bloom Energy
LB Group (龙佰集团), the producer's listed parent · Answers on the Shenzhen exchange's investor Q&A platform · 2026-09-24 · matched to the publisher's official host, checked 2026-09-24 · fingerprint 19bdc7097a2ac44d
- 2026-08-05 · the party's own document
SOFC customers, the parent's answer
目前主流SOFC客户及研究SOFC相关材料的客户，多与东方钪业建立有供应合作关系
In English: most mainstream SOFC customers, and customers researching SOFC materials, have supply relationships with Hunan Oriental Scandium
LB Group (龙佰集团), the producer's listed parent · Answers on the Shenzhen exchange's investor Q&A platform · 2026-09-24 · matched to the publisher's official host, checked 2026-09-24 · fingerprint 19bdc7097a2ac44d
- 2026-07-09 · the party's own document
Scandium oxide supply, company statement
We have sufficient supply of scandium oxide to meet our current fuel cell demand and backlog, and our supply is not dependent on China
Bloom Energy · Form 8-K, Item 7.01: the company's statement on scandium oxide · 2026-07-09 · matched to the publisher's official host, checked 2026-09-23 · fingerprint a80b071e8fd5267b
What would settle it
- Would confirm it: The manifest records behind the four bills of lading in the report's exhibit, showing Hunan Oriental Scandium or its Henan subsidiary as shipper and Bloom as consignee.
- Would confirm it: A manifest, export licence or filing dated after August 2026 showing the producer's scandium reaching Bloom, directly or through a named intermediary.
- Would weaken it: The same manifest records showing another shipper, another consignee or another product; or the producer's parent stating it never exported to Bloom.
- Next step: Obtain the manifest records behind the four bills of lading the report shows, from a licensed manifest vendor or a customs records request.
- Next step: Re-read the parent's answers on the exchange's Q&A platform each month.
One step upstream: who supplies Hunan Oriental Scandium?
- No supplier to Hunan Oriental Scandium is on record in this investigation.