Korean Battery Makers Expand ESS Push in North America

U.S. energy storage installations are set to rise about 37% to 70GWh this year from 51GWh, and to over 110–120GWh by 2030. LG Energy Solution, Samsung SDI and SK On are scaling North American production, backed by IRA credits and a tariff gap favoring Korean batteries over Chinese ones.

• U.S. ESS market: 70GWh in 2026, over 110–120GWh by 2030
• U.S. tariffs: 40.9% on Chinese lithium-ion batteries vs 12.5% on Korean
• LG Energy Solution to grow North American ESS capacity from 57GWh to 73GWh
• Samsung SDI targets 32GWh by 2027; SK On to start LFP output in Georgia