[K배터리 리부트]① LG에너지솔루션, ESS로 북미 LFP 시장 선점

LG Energy Solution is shifting focus from the sluggish EV market to energy storage systems (ESS), where skyrocketing AI data center power demands are creating a supercycle. By building North American production capacity and leveraging IRA tariff protections, the company can challenge Chinese competitors' dominance in the LFP battery market. This strategic pivot is expected to drive significant profitability recovery, with 2026 operating profits projected to reach 2 trillion won.