LG Energy Solution closed 2025 facing a sharp divergence between its electric vehicle (EV) and energy storage system businesses, with slowing EV demand, particularly in North America, dragging on margins even as ESS sales surged. The company is now repositioning capital and capacity toward grid-scale storage, backed by secured long-term orders and reduced capital spending plans. According to its Q4 2025 earnings presentation, LG Energy Solution recorded quarterly revenue of about KRW 6.1 trillion, up se ...