096770.KS in “Cheap Batteries Move Profits Downstream”
SK Innovation Co., Ltd.
Its SK On battery subsidiary faces weak utilization and pricing pressure as global cell capacity grows faster than electric-vehicle demand.
096770.KS impact map — “Cheap Batteries Move Profits Downstream”
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Aug 27, 2025 – Aug 28, 2026 · 244 sessions
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Full story
Cheap Batteries Move Profits Downstream
Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
BEAR side — Its SK On battery subsidiary faces weak utilization and pricing pressure as global cell capacity grows faster than electric-vehicle demand.
Read the full Cheap Batteries Move Profits Downstream story