2026-01-02 14:10:22

By 2026, the US battery market flips—domestic supply will finally outpace demand, killing off years of import reliance. Katrina Hamlin's forecast: policies started under the previous administration set this domino effect in motion, but let's be real, current leadership will likely take the victory lap.

Here's the plot twist though—Korea's battery giants are quietly positioning themselves as the real winners. LG Energy Solution, Samsung SDI, and SK On? They're already entrenched. While Washington debates who gets credit for "American energy independence," these three are locking in deals that'll make them the dominant suppliers feeding America's battery appetite anyway.

The irony is thick: announce import independence, end up dependent on Korean tech and manufacturing partnerships. Smart move for Seoul's battery ecosystem.

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