LG Energy's ESS Business Opportunities in U.S. Largely Priced In -- Market Talk

Dow Jones

2025/09/10

0006 GMT - LG Energy Solution's energy-storage-system business opportunities in the U.S. have been largely priced in, Daiwa Capital analyst Henny Jung writes in a note. The stock is still trading 29% above its May low after trimming its sharp gains in July, Jung says. The South Korean battery maker is seen as a key beneficiary of President Trump's tariffs and new Prohibited-Foreign-Entity restrictions on China, which are set to accelerate the adoption of non-Chinese ESS products in the U.S., he adds. LG Energy's ESS order backlog has topped 80GWh, with its lithium-iron-phosphate ESS production in the U.S. launched earlier than scheduled to meet brisk demand. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

September 09, 2025 20:06 ET (00:06 GMT)

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The stock is still trading 29% above its May low after trimming its sharp gains in July, Jung says. The South Korean battery maker is seen as a key beneficiary of President Trump's tariffs and new Prohibited-Foreign-Entity restrictions on China, which are set to accelerate the adoption of non-Chinese ESS products in the U.S., he adds. LG Energy's ESS order backlog has topped 80GWh, with its lithium-iron-phosphate ESS production in the U.S. launched earlier than scheduled to meet brisk demand. 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The stock is still trading 29% above its May low after trimming its sharp gains in July, Jung says. The South Korean battery maker is seen as a key beneficiary of President Trump's tariffs and new Prohibited-Foreign-Entity restrictions on China, which are set to accelerate the adoption of non-Chinese ESS products in the U.S., he adds. LG Energy's ESS order backlog has topped 80GWh, with its lithium-iron-phosphate ESS production in the U.S. launched earlier than scheduled to meet brisk demand. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4215":"住宅房地产投资信托","BK4588":"碎股","ESS":"埃塞克斯信托","BK4585":"ETF&股票定投概念","BK4597":"股息贵族"},"translate_title":"LG能源在美国的ESS商机很大程度上已被定价——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ESS":1},"content_text":"0006 GMT - LG Energy Solution's energy-storage-system business opportunities in the U.S. have been largely priced in, Daiwa Capital analyst Henny Jung writes in a note. The stock is still trading 29% above its May low after trimming its sharp gains in July, Jung says. The South Korean battery maker is seen as a key beneficiary of President Trump's tariffs and new Prohibited-Foreign-Entity restrictions on China, which are set to accelerate the adoption of non-Chinese ESS products in the U.S., he adds. 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