Samsung SDI eine der innovativsten Globalplayer in Sachen in Sachen Energiespeicher. WKN: 923086 ISIN: US7960542030 Kürzel: XSDG Forum: Aktien User: Maverick77

Sehr schön. Hat sich das nachkaufen doch gelohnt.

So ist es

Der Deal ist noch nicht final - oder hat einer eine andere Nachricht??

Shipments of #BESS cells are surging in 2025, set to exceed 550 GWh this year, a 76% y-o-y increase. By comparison, installations are set to be closer to 300 GWh. So why does these differ - time lags between a #battery being made and a project coming online vary widely... https://x.com/rhomoiola/status/1988255759633658068?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Nehmen wir mit BMW und Solid Power forcieren Feststoffakkus mit Samsung SDI Samsung SDI verstärkt die Zusammenarbeit von Solid Power und der BMW Group. Man sieht drei Branchenführer ihre Kompetenzen vereinen. Man glaubt an das Potenzial der Technologie, die höhere Energiedichte und Reichweite bei gleichbleibender Sicherheit und Gewicht bringen soll. Integration in i7-Erprobungsfahrzeug. https://vision-mobility.de/news/bmw-und-solid-power-forcieren-feststoffakkus-mit-samsung-sdi-388163.html

Global players are echoing the optimism. South Korea’s Samsung SDI Co. has been switching some EV battery lines to boost ESS production in the US. Lithium prices boosted by China’s policy drive on energy storage https://www.mining.com/web/lithium-prices-boosted-by-chinas-policy-drive-on-energy-storage/

Gut das SDI bei BESS gut dabei ist

Lithium is back in structural deficit. According to J.P. Morgan’s latest report, the surge in energy-storage demand (ESS) has flipped the market outlook: shipments are up +50 % in 2025 and +43 % in 2026, now accounting for 30 % of total lithium demand. After months of oversupply fears, spot spodumene prices rebounded from $800/t → $950/t, and JPM has raised its long-term price from $1,100 to $1,300 per ton — a level needed to restart idle capacity. The lithium story isn’t just about EVs anymore — it’s about grid-scale storage, structural deficits, and the next leg of the energy transition. https://x.com/teclaro/status/1983497878396920126?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Also wie gedacht, keine Überraschungen. Bleibe dabei und warte mal 2026 ab ;)

Samsung SDI in Q3 2025: Umsatz sinkt, doch Innovationen stehen im Fokus https://de.investing.com/news/transcripts/samsung-sdi-in-q3-2025-umsatz-sinkt-doch-innovationen-stehen-im-fokus-93CH-3202240

South Korea launches next-gen KSS-III Batch-II submarine powered by lithium-ion tech. ROKS Jang Yeong-sil (SS-087), the world’s first diesel-electric submarine combining South Korea’s indigenous lithium-ion propulsion and a 10-cell vertical launch system, is also Hanwha Ocean’s first fully domestic-built KSS-III Batch-II submarine. (Picture source: ROK Navy) Samsung SDI lithium-ion batteries replace the previous lead-acid type, providing higher power density, faster recharging, longer cycle life, and improved safety. https://www.armyrecognition.com/news/navy-news/2025/south-koreas-new-jang-yeong-sil-submarine-combines-lithium-power-and-10-missile-cells

Battery stocks stage sharp rebound after two years of slump Battery stocks had seen a rapid accumulation of short positions amid concerns over weak industry outlook, causing their lending ratios to rise sharply. In this environment, a rebound in stock prices triggered a short squeeze, where buying surged as short sellers closed their positions, fueling further gains. https://www.koreatimes.co.kr/business/companies/20251024/battery-stocks-stage-sharp-rebound-after-two-years-of-slump

Great to see @SecretaryWright promoting policies that will increase #battery demand... https://x.com/lithiumionbull/status/1982132589126099214?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Es geht aufwärts

China’s New Weapon in US Trade Talks: Batteries The US is heavily reliant on Chinese batteries as it seeks to stabilize the grid and support explosive data center demand for power. China has identified another point of leverage in trade talks as the US increasingly needs energy storage to support data centers and stabilize the grid. The restrictions, which take effect Nov. 8, span a wide swath of the battery supply chain. They include large-scale lithium-ion batteries used for energy storage as well as cathode and anode materials and battery manufacturing machinery, all technologies where China has a robust lead. https://www.bloomberg.com/news/articles/2025-10-11/us-china-trade-talks-battery-export-controls-provide-new-leverage?embedded-checkout=true Hoffe positiv für SDI