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373220.KS in “Cheap Batteries Move Profits Downstream”

LG Energy Solution, Ltd.

Bear sideFadingExposure: not rated yet

Global cell overcapacity increases customer bargaining power and makes it harder to earn premium margins on new factories.

373220.KS impact map — “Cheap Batteries Move Profits Downstream”

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Price history, marked with story events

Oct 20, 2025 – Oct 19, 2026 · 243 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 — Global cell overcapacity increases customer bargaining power and makes it harder to earn premium margins on new factories.

Read the full Cheap Batteries Move Profits Downstream story

Bull side

1 story
  • War Will Increase Renewable Energy

    373220.KS in “War Will Increase Renewable Energy”

    FadingExposure: not rated yet

    Energy security turns wind, solar, storage and grids into strategic infrastructure.

    LG Energy Solution supplies batteries for electric vehicles and stationary storage, both central to electrification and renewable balancing.

Bear side

2 stories
  • Hybrids Turn the EV Sprint Into a Marathon

    373220.KS in “Hybrids Turn the EV Sprint Into a Marathon”

    AcceleratingExposure: not rated yet

    Consumers are choosing electrification without charging anxiety, extending the life of combustion-era supply chains.

    A greater hybrid mix reduces average battery capacity per vehicle, intensifying pressure on LG Energy Solution's factory utilization and cell pricing.

  • 373220.KS in “Cheap Batteries Move Profits Downstream”

    FadingExposure: not rated yet
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    Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.

    Global cell overcapacity increases customer bargaining power and makes it harder to earn premium margins on new factories.