S. Korea challenges China’s lead in ESS market with LFP batteries
“SMM reports that last year’s global production of LFP cells for ESS reached 190 gigawatt hours (GWh), marking a 48% increase from the previous year, and shipments rose by 49% year-on-year to 195 GWh.”
https://www.chosun.com/english/industry-en/2024/02/19/MPMROIAUJJG4BFDDLQV6TZ5DAI/
So it’s not only the ev battery supply chain where the opportunities lie, ESS may have even more.
General Discussion Topics, page-136938
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