373220.KS
LG Energy Solution, Ltd.
KSC · Industrials · Industrial - Machinery · KR
KRW 356,000.00
−8.60%Research · Sep 18, 2026
Fluence's 206 GWh EVE Battery Deal Undercuts US Cell Capacity and Eos
Fluence cut FY2026 guidance to about $2.4bn and pre-booked 206 GWh of EVE LFP cells, a Chinese-origin shift that tests US cell line utilization and Eos's price premium.
Research · Aug 28, 2026
US Grid Equipment Ban Puts Battery Cells at the Center
The August 26 US grid equipment order covers battery storage, placing new orders, cell sourcing and project costs under scrutiny.
Research · Aug 27, 2026
EO 14420 Grid Equipment Ban: Battery Cells, Not Transformers
Executive Order 14420 bans Covered Foreign Entity grid equipment. Batteries are about 84% of the covered value the US buys from China, so the constraint binds on storage cells, not transformers.