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

Bäm Tesla to buy $2 bln of ESS batteries from Samsung SDI over 3 years, newspaper says https://www.reuters.com/business/autos-transportation/tesla-buy-2-bln-ess-batteries-samsung-sdi-over-3-years-newspaper-says-2025-11-03/

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

Das Teil ist so gehasst das es schon wieder interessant ist!!

Hyundai, Kia partner with S. Korean battery makers to boost EV safety Hyundai Motor Co. and Kia Corp. have partnered with South Korea's leading battery producers -- LG Energy Solution Ltd., Samsung SDI Co. and SK On Co. -- to advance electric vehicle safety technologies, the companies said Friday. Choi of Samsung SDI called the initiative "a breakthrough that redefines industry safety standards and technological direction," pledging further work on sustainable battery technologies. https://m.koreaherald.com/article/10559565?sec=

EcoPro tops 300,000 tons in NCA cathode sales for EVs. Since it successfully commercialized high-nickel NCA cathode materials in 2008, with nickel making up over 80 percent of the composition, EcoPro has steadily improved the quality of its cathode materials. In the mid-2010s, the company partnered with Sony to provide long-term supply to the world’s then-leading battery-maker. Now, EcoPro is upgrading its products in partnership with Samsung SDI, Korea’s leading battery cell maker. The companies develop NCA cathodes with higher nickel content of up to 95 percent to achieve even higher battery energy density. “EcoPro’s history of developing NCA and maintaining competitiveness reflects the company’s ongoing challenge and innovation,” said the official. https://m.koreaherald.com/article/10560452?sec=002

"battery sizes are bigger than expected – 17 kWh instead of the 10-12 kWh that had been forecast. GEM expects the average size of home battery systems to quickly rise to 25 kWh." Another confirming data point. Last year #BESS was 160GWh grid and 45GWh behind-the-meter according to rho motion. This year both Rho Motion and us predict >300GWh total installations, or about 15% of the #lithium market to be consumed by BESS! https://x.com/usuallyyjlee/status/1959105665345232997?s=46&t=CND_DF6ErYtM-d_GnIoKqA