U.S. Energy Storage Market Booms ⚡🇺🇸

[johnblockbuster]

The U.S. energy storage system (ESS) market is growing fast, offering opportunities for Korean battery makers amid slower EV demand.

YTD installations up 57% to 23.7 GWh

Total U.S. ESS & EV battery demand expected 192 GWh in 2025

ESS growth: 50% → 51 GWh

EV battery growth: 13%

ESS projected to hit 27% of total demand, a record high

Manufacturers moving fast:

LGES: 30 GWh U.S. ESS capacity

Samsung SDI: 50% capacity to ESS by YE26

SK On & Tesla: U.S. LFP production planned

️ Caution: U.S. battery capacity set to jump 78% in 2026, potentially outpacing demand.

[Nahid10]

ESS demand is outpacing EV growth — 57% YTD vs 13%. Clear signal where the next big battery boom lies.

[jacson4]

LGES, Samsung SDI, SK On — Korean players are positioning early. The U.S. market could be their biggest growth driver.