배터리社 돌파구로 부상한 ESS…"EV 공백 못 메운다"

Battery makers pivoting to ESS face harsh economics: the market is fundamentally smaller than EV, will likely remain under 30% of total battery demand long-term, and profitability depends on government subsidies rather than competitive advantage. Chinese competitors already control 84% of the ESS market, leaving minimal room for margin improvement without an EV demand recovery.