产能倍增，AI引爆“电荒”，韩国电池三巨头转向储能

Core Insights - South Korean battery manufacturers are shifting their focus towards energy storage systems, planning to double their annual production capacity in the U.S. by the end of 2026 from 300 GWh to 600 GWh [1][2] - The transition is driven by the increasing demand for energy storage, particularly due to the expansion of renewable energy, grid stabilization, and the growth of AI data centers [2][4] Group 1: Company Strategies - LG Energy Solution is converting its production lines to focus on energy storage systems, with plans to expand its Michigan plant's capacity from 16 GWh to 30 GWh by the end of 2025 [1][2] - Samsung SDI aims to transform its joint venture plant with Stellantis into a production base for energy storage systems, targeting an annual capacity of 30 GWh by the end of this year [2] - SK On has secured a 1 GWh supply contract for energy storage batteries and plans to retrofit its Georgia plant to fulfill this contract [2] Group 2: Market Trends - The global energy storage system market is projected to grow sixfold from 185 GWh in 2023 to 1,232 GWh by 2035 [3] - The U.S. is experiencing a power shortage exacerbated by the rising demand from AI data centers, which could lead to a cumulative power gap of 18-27 GW by the end of 2026 [4] - Analysts suggest that the energy storage sector is at a critical inflection point, similar to past rapid growth in solar energy and electric vehicles, driven by market dynamics [5][6]