A modest battery supply contract between SK On and a small American start-up carries an outsized signal: the structural shift away from Chinese cells in the US energy storage market has passed the point of no return.
1 September 2026
A return to quarterly profit after three years of losses has not been enough to prevent a sharp downward revision in Sungeel HiTech's valuation, as analysts remain cautious about whether the recovery is structural.
21 August 2026
Surging demand for energy storage in North America, amplified by AI data-centre investment and strategic retreats from electric-vehicle ventures, is reshaping the fortunes of South Korea's battery giants.
13 August 2026
A new brokerage report argues that AI data centres and semiconductor fab expansions will drive South Korean demand for energy-storage systems to at least 7GWh a year over the next decade, benefiting LG Energy Solution, Samsung SDI, and Hanjung ENCIS.
7 August 2026
A South Korean brokerage upgrades the battery-materials maker as its lithium iron phosphate cathode business begins to scale, though heavy debt and recurring inventory losses remain risks to watch.
7 August 2026
SK Securities maintains its buy rating and 300,000-won target price on POSCO Future M, arguing the battery materials maker holds a rare dual advantage in both cathode and anode supply just as demand for LFP chemistry is set to accelerate.
5 August 2026
A massive write-down tied to the sale of its Chinese operations has left SK IE Technology trading well below book value, with its recovery hinging entirely on new orders that have yet to materialise.
4 August 2026
A South Korean brokerage predicts Samsung SDI will turn profitable on a core operating basis in the third quarter of 2026, stripping away one-off tariff refunds and government subsidies that flattered second-quarter results.
3 August 2026
A sharp earnings miss forecast for the third quarter and mounting debt weigh on LG Chem's near-term outlook, yet a revival in its advanced materials division offers a longer-term case for optimism.
3 August 2026
A collapse in American energy-storage orders and European carmakers' deepening reliance on Chinese battery suppliers have forced a dramatic reassessment of one of South Korea's leading cathode-material makers.
3 August 2026
A packaging and assembly capacity crunch in its energy storage business dragged LG Energy Solution's second-quarter operating profit nearly 40% below consensus, even as its electric vehicle and small-battery units held up well.
31 July 2026
iM Securities reiterates a buy rating on SK Innovation, arguing that overlapping conflicts in Ukraine and the Middle East have created a structurally tighter refining market that should sustain elevated earnings even as second-half profits ease.
31 July 2026
A strong second-quarter earnings beat, driven largely by a one-off tariff refund, has done little to shield Samsung SDI from a sweeping devaluation of battery stocks globally.
31 July 2026
A return to profit masks wafer-thin margins and heavy reliance on government subsidies, leaving the South Korean battery giant's recovery dependent on an energy-storage boom it has yet to fully monetise.
30 July 2026
Strong growth in battery copper foil sales has yet to translate into profits, leaving investors to weigh strategic promise against mounting debt and years of losses still to come.
27 July 2026
After six months of neglect as investors piled into semiconductors, solar, wind, and battery stocks are quietly building a case for a comeback.
18 July 2026
South Korea's financial watchdog has blocked EcoPro BM's massive share sale, exposing retail investors to a painful dilemma between dilution risk and lost opportunity.
15 July 2026
The Financial Supervisory Service has demanded amendments to EcoPro BM's securities filing, effectively halting one of the largest share sales ever attempted by a Korean battery-materials company.
15 July 2026
As Chinese manufacturers tighten their grip on nearly 90% of the global battery-separator market, South Korea's SK IE Technology stands alone among non-Chinese suppliers in recording a double-digit decline.
13 July 2026
Chinese manufacturers are tightening their grip on the global electric-vehicle battery separator market, squeezing out Korean and Japanese rivals even as overall demand surges.
13 July 2026
Chinese automakers are rapidly capturing market share in international electric vehicle markets, even as North America's steep decline clouds an otherwise robust global picture.
8 July 2026
Europe and emerging Asian markets are compensating for sharp declines in China and North America, reshaping the global electric vehicle landscape in 2025.
7 July 2026
CATL and BYD are rapidly capturing share in electric-vehicle battery markets outside China, while South Korea's three major cell makers have collectively shed 8.7 percentage points of market share in the first five months of 2025.
6 July 2026
Despite persistent fears of an electric-vehicle demand slump, battery consumption in markets outside China rose 21.8% in the first five months of 2026, underscoring that the global energy transition is proceeding faster than the sceptics suggest.
6 July 2026
A bold capital raise to fund vertical integration in Indonesia and Hungary divides investors, pitting short-term dilution pain against the promise of long-term competitive advantage.
30 June 2026
The South Korean battery materials maker is tapping equity markets to secure nickel supplies in Indonesia and expand cathode production in Hungary.
30 June 2026
Tokyo's massive subsidy push reflects a strategic bid to reclaim dominance in battery technology — and signals that the race to power the electric-vehicle era is becoming a contest between nations.
24 June 2026
The partnership aims to bolster South Korea's domestic battery ecosystem as intensifying competition from Chinese rivals exposes vulnerabilities in the country's supply chain.
24 June 2026
The South Korean battery maker is pushing into the fast-growing data-centre energy market, using Europe's largest storage-technology exhibition to launch an integrated power solution designed for AI infrastructure.
22 June 2026
The South Korean battery giant's milestone reflects a deliberate strategy to build intellectual-property defences as competition in the global battery market intensifies.
22 June 2026