Samsung SDI is accelerating its manufacturing expansion in the United States, aiming to reach 30GWh of energy storage battery production by the end of 2026. The move marks a major strategic shift for the South Korean battery, materials and energy storage manufacturer as it targets growth in the stationary energy storage market, where opportunities are increasing amid policy shifts that are limiting Chinese suppliers’ access to the US market.

With global electric vehicle (EV) battery demand stagnating, Samsung SDI is redirecting focus toward grid-scale and commercial energy storage systems. 

The company’s intensified investment in the US aligns with the Inflation Reduction Act’s incentives for local production, enabling it to strengthen its foothold in renewable energy and grid resilience markets. This reflects a broader industry transition from mobility-centred growth to large-scale energy storage as a driver of profitability and long-term stability.

Financially, Samsung SDI’s latest results reveal ongoing pressure. In its third quarter of 2025, the company posted revenue of KRW3.05 trillion (US$2.13 billion), marking a 22.5% year-on-year decline. Operating income slipped to a loss of KRW591.3 billion, while EBITDA fell to KRW-77 billion, underscoring the financial strain of fluctuating market demand, raw material costs and increased capital expenditure.

This expansion signals a critical evolution in energy supply chains. As Samsung SDI ramps up production, manufacturing providers will be key in managing the flow of lithium, nickel and other essential materials across continents. 

Enhanced infrastructure, tighter trade compliance and smarter inventory systems will be vital to support the scale and complexity of the US battery ecosystem.

Explore how Samsung SDI’s expansion could redefine energy manufacturing and create new growth opportunities across global supply networks in the full article.