SK온, 美 테네시 배터리 공장 단독 법인 전환…포드 합작 종료

SK On's restructuring reduces accumulated debt by 5.4 trillion won and saves $180 million annually in financing costs, providing much-needed financial flexibility in the capital-intensive EV battery manufacturing sector. Operating its Tennessee factory independently grants SK On strategic autonomy to respond rapidly to North America's competitive battery market without constraints from a traditional joint venture partnership. This transition exemplifies a broader industry shift toward independent strategies as EV battery makers compete intensely for market share and technical differentiation.