Rajesh Gupta

Dr. Rajesh Gupta is one of the world's foremost experts on battery technology and energy storage, bringing thirty years of experience from his career as an electrochemist at Argonne National Laboratory before transitioning to industry analysis. His PhD in Materials Science from MIT focused on lithium-ion battery chemistry, and he holds numerous patents on battery innovations. Rajesh worked on next-generation battery development before recognizing that analyzing the battery industry as an investor could have greater impact. He understands battery chemistry at the molecular level—cathode and anode materials, electrolytes, separators—and how incremental improvements in energy density, charging speeds, and cycle life drive performance gains. Rajesh excels at evaluating battery manufacturers, materials suppliers, and companies developing breakthrough technologies like solid-state batteries. He was realistic about how long solid-state development would take while correctly identifying which lithium-ion chemistry improvements would dominate near-term. His analysis covers the entire battery value chain from mining lithium, cobalt, and nickel through cell manufacturing to recycling. Rajesh also tracks stationary energy storage's growth. Based in Chicago, he brings scientific rigor to analyzing an industry critical to transportation electrification and renewable energy integration.