100美元“吞下”10亿美金工厂？LG新能源全资控股NextStar，押注北美储能赛道

Core Insights - NextStar Energy, a joint venture established in 2022 in Ontario, Canada, is transitioning from electric vehicle (EV) battery production to becoming a key production hub for energy storage systems (ESS) batteries due to stagnation in the global EV market [1][3] - Major automakers like Ford and Stellantis are adjusting their strategies, slowing down or canceling some pure electric vehicle development plans, leading Stellantis to exit its equity management in the joint venture to reduce fixed asset investments and operational risks [1][3] Production Status - The ESS production line at the NextStar Energy facility officially commenced operations in November 2025, with LG Energy Solution's CEO stating that full ownership will enable quicker responses to ESS market demands and strengthen its position in the North American battery supply chain [1][2] Capacity Goals - By 2026, the production capacity at the NextStar facility is expected to more than double, achieving a utilization rate of 70%, which will significantly lower unit production costs [2][4] Strategic Shift - LG Energy Solution is shifting its focus from power batteries to the energy storage sector, enhancing its financial stability and competitive differentiation in the North American market [3][4] Financial Benefits - As a wholly-owned subsidiary, LG Energy Solution will directly benefit from Canadian government investment subsidies and production tax incentives similar to the U.S. Inflation Reduction Act (AMPC), improving capital efficiency [4] Ongoing Collaboration - Despite the change in equity structure, LG Energy Solution will maintain a long-term business partnership with Stellantis, continuing to supply EV batteries produced at the facility to Stellantis brands as originally planned [4]