• Beyond EVs, ESS is emerging as a key pillar of battery infrastructure essential for the power grid and AI-driven industries.
• LG Energy Solution is leveraging its technology leadership and global operational capabilities to shape the next phase of the energy storage ecosystem.

Reflecting on National Battery Day – A Milestone for the Battery Industry

February 18th marks National Battery Day in the U.S. and Canada, offering a moment to appreciate energy innovation and the batteries that power everyday life.

Battery technology has evolved at a remarkable pace with the rapid expansion of the EV market. Dramatic leaps in battery technology are accelerating the global shift toward electrification, redefining possibilities for energy storage solutions across industries.

A Paradigm Shift – From EVs to Grid-Scale ESS

Initial substantial investment in U.S. EV battery facilities created significant manufacturing potential. As EV demand softened, many of these facilities quickly adapted, diversifying their capabilities to meet the shift toward energy storage systems (ESS).

ESS is emerging as a key growth driver in preventing power outages, managing rising electricity needs, and supporting aging power grids. According to the American Clean Power Association (ACP), surging U.S. energy storage deployment signals a structural change in the power sector, making storage essential for grid reliability and demand fulfillment.

This year, LG Energy Solution anticipates year-on-year growth of over 10 percent in global EV production and over 40 percent in global ESS installations. In North America, ESS is expected to account for about half of total battery demand, driven by tech companies’ increased investments in data centers and policy support, including the extension of the clean energy investment tax credit (ITC). As data centers require stable, long-term ESS projects, grid-scale ESS – already comprising about 95 percent of regional ESS demand – is positioned for strong growth this year.

LG Energy Solution – From EVs to ESS and Beyond

LG Energy Solution has established itself as a trusted provider, with proven technology, stable production capabilities, and long-standing partnerships. As the battery industry moves to support the AI era, the company is leveraging its leadership in EV batteries and ESS to navigate these new market opportunities.

To advance its ESS business, LG Energy Solution is building on its current ESS order backlog of 140GWh and aims to secure more than 90GWh in new ESS orders this year, primarily from large-scale, long-term agreements with key utility companies and developers in North America. Expansion plans also include new segments such as Uninterruptible Power Supply (UPS) and Battery Backup Unit (BBU).

Backed by large-scale mass production capabilities, LG Energy Solution is ramping up the ESS market with technologies already validated in demanding automotive applications. The company has extensive experience in global operations, supplying batteries for recognized partners and building regional manufacturing facilities to support initiatives and foster the battery industry. This early investment in ESS positions LG Energy Solution as a strategically prepared player amid shifting market dynamics that demand trust and reliability over speed of innovation.

Through collaborations with key stakeholders, LG Energy Solution is working to advance supply chain resilience, industrial competitiveness, and long-term economic growth. Beyond investment, the company contributes to local communities through job creation, workforce development, and sustained engagement.

At the same time, the company plans to reinforce its operational capabilities by raising global ESS production capacity to over 60 GWh this year, with more than 50 GWh based in North America. To achieve this goal, LG Energy Solution will proactively shift its global production capacity toward ESS battery manufacturing.

A New Era for the Battery Industry Led by LG Energy Solution

As energy storage takes on a more central role in power systems worldwide, ESS is set to transform the industry, shifting batteries from a mobility-focused solution to a critical component of long-term energy infrastructure for renewable energy, grid support, and AI-driven electricity.

LG Energy Solution is repositioning itself to capitalize on this moment, drawing on its proven technology and strategic manufacturing diversification to build the power infrastructure for the AI era. By shaping the future of energy storage, the company is laying the foundation for a more resilient, intelligent, and sustainable ecosystem.

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