Could China’s battery pullback spark a big opportunity for Korean battery makers? We break down the US ESS shift, Europe’s new rules, EV recovery, and the 46mm cells investors are watching. Tune in for the trends shaping what could be a battery comeback.
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0:00 - US Battery Sourcing and China Restrictions
3:07 - US Automakers and ESS Opportunities
6:20 - Europe’s Tariffs and Local Production Rules
9:13 - US EV Sales and New Models
11:08 - Cylindrical Batteries and 46-Series Suppliers
16:03 - Prismatic Batteries and ESS Suppliers
17:50 - Battery Industry Outlook and Lithium Prices
