[배터리 인사이드] 'ESS 집중' LG엔솔, 북미서 피벗 전략 가속화

LG Energy Solution is strategically shifting from EV batteries to ESS (Energy Storage System) amid prolonged EV market slowdown, positioning itself to capitalize on rising global energy security demands driven by geopolitical uncertainties. The company's pivot to establishing multiple ESS production facilities across North America and developing next-generation 46 Series cylindrical batteries represents a critical industry shift where battery manufacturers must diversify beyond EV-focused business models. This transformation reflects a broader trend where ESS becomes the primary revenue driver as nations prioritize grid stability and renewable energy integration over traditional power generation.