Summary
This report focuses on the business trends of three major Korean battery suppliers, LG Energy Solution (LGES), SK On, and Samsung SDI, following the enactment of the IRA (Inflation Reduction Act) in the United States, and summarizes their business situation in North America.
Analysis reports: Lithium-Ion Battery
Related reports:
Electric Mobility in the USA (Jan. 2024)
U.S. Market: BEV Sales Ratio 7.5%, with over 20% in California (Nov. 2023)
Inflation Reduction Act: Support for EV/PHEV/FCEV Purchases (Jun. 2023)
Korean Market and Brands: Public and Private Sectors Building EV/Battery Production Capacity (Jul. 2023)
Local Reconstruction Note
This article has been expanded from the visible local mirror text, headings, tags, image captions, tables, and related local article titles. It is presented as a reconstructed reading version, not as a hidden original document.
North American expansion activities by three major battery suppliers
The source outline identifies this section as part of “Korean Battery Supplier Operations in North America”. Based on the available local metadata, this section should be read through the lens of IRA, Americans, Asia, Technology Show, Regulations, EV battery and the visible introduction, figures, captions, and tables.
LG Energy Solution Ltd. (LGES)
The source outline identifies this section as part of “Korean Battery Supplier Operations in North America”. Based on the available local metadata, this section should be read through the lens of IRA, Americans, Asia, Technology Show, Regulations, EV battery and the visible introduction, figures, captions, and tables.
SK On Co., Ltd. (SK On)
The source outline identifies this section as part of “Korean Battery Supplier Operations in North America”. Based on the available local metadata, this section should be read through the lens of IRA, Americans, Asia, Technology Show, Regulations, EV battery and the visible introduction, figures, captions, and tables.
Samsung SDI Co., Ltd. (Samsung SDI)
The source outline identifies this section as part of “Korean Battery Supplier Operations in North America”. Based on the available local metadata, this section should be read through the lens of IRA, Americans, Asia, Technology Show, Regulations, EV battery and the visible introduction, figures, captions, and tables.
Supply chain trends
The source outline identifies this section as part of “Korean Battery Supplier Operations in North America”. Based on the available local metadata, this section should be read through the lens of IRA, Americans, Asia, Technology Show, Regulations, EV battery and the visible introduction, figures, captions, and tables.
Related Local Signals
Nearby records in the local archive include Taipei AMPA 2026: Foxconn’s EV Technology; Smart Energy Week 2026: Batteries and Charging; Electrified Vehicle (xEV) Sales Monthly Report (March 2026); Geely i-HEV Intelligent Hybrid Technology Presentation. These titles can be used as adjacent evidence when comparing suppliers, technologies, markets, and reporting periods.