LG Energy Solution Q3 Profit — 55% Was a U.S. Tax Credit
LG Energy Solution’s Q3 2026 operating profit was ₩756 billion, but 55% was an expected U.S. production tax credit. Without it, profit was ₩339 billion.
LG Energy Solution
Korea’s Two Battery Stocks — One Doubled, One Went Nowhere
Samsung SDI doubled in 2026. LG Energy Solution barely moved. Same sector label, 102 points apart, and EWY holds both without asking you which.
Korea’s Battery Stocks: Forget EVs — the Real Bet Is Now AI Data Centers
Korea’s battery makers look like a late EV bet — until you view them through ESS and AI data centers, where they’re the main non-China option on US soil.
Forget the Chips for a Second. AI’s Real Bottleneck Is Power — and Korea Quietly Owns Pieces of It.
Everyone is buying the AI chip story. But data centers don’t run on GPUs alone — they run on electricity, and electricity is now the bottleneck. Here is a map of the AI-power supply chain, read two ways (vertical and horizontal), and where Korea’s manufacturers sit in it.