LGES cements position as No.2 battery maker in N. America: SNE Research

2022. 12. 5. 13:09
글자크기 설정 파란원을 좌우로 움직이시면 글자크기가 변경 됩니다.

이 글자크기로 변경됩니다.

(예시) 가장 빠른 뉴스가 있고 다양한 정보, 쌍방향 소통이 숨쉬는 다음뉴스를 만나보세요. 다음뉴스는 국내외 주요이슈와 실시간 속보, 문화생활 및 다양한 분야의 뉴스를 입체적으로 전달하고 있습니다.

이 기사는 언론사에 의해 수정되어 본문과 댓글 내용이 다를 수 있습니다.

LGES plant in Ohio, U.S. [Photo provided by LGES]
South Korean electric vehicle (EV) battery majors have accelerated their advance into the North American market in the face of U.S. Inflation Reduction Act (IRA) that favors locally produced EVs and EV materials and components.

According to energy market tracker SNE Research on Sunday, a total 56.4-gigawatt hour (GWh) EV batteries and cathode materials were supplied in North America from January to October, up 61 percent from the same period a year ago.

Japan’s Panasonic accounted for nearly half (48 percent) - or 27.1 GWh - power capacity in the market on the back of high demand from its major customer Tesla. Korea’s LG Energy Solution (LGES) came in next with 18 percent.

LGES has been upping investment in the United States to cope with U.S. IRA that grants tax benefits to Made in America EVs and components. According to foreign media outlets on Friday, Ultium Cells LLC, a joint venture of U.S. General Motors and LGES, will invest additional $275 million in its lithium battery plant in Spring Hill, Tennessee, to boost battery cell output by 40 percent.

Chinese battery firm CATL came in third in power capacity in North America, followed by Korea’s SK on with 10 percent and Samsung SDI with 8 percent. SK on’s battery capacity surged 646 percent on year, moving up three notches from No. 7 in 2021.

Copyright © 매일경제 & mk.co.kr. 무단 전재, 재배포 및 AI학습 이용 금지

이 기사에 대해 어떻게 생각하시나요?