(1)The stock market knows that the current system doesn’t change much
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(2)It estimates the size of AMPC benefits for the three battery companies on the premise South Korea’s battery industry’s market share in the U.S. is expected to grow rapidly from 11 in 2021 to 55 in 2025, according to Goldman Sachs, which is expected to maximize the effect of subsidies in 2025 when battery plants built by local battery makers are mainly completed LG Ensol’s annual production capacity for batteries is about 540 GWh as of the end of 2025, of which the production capacity in the United States is about 178 GWh
– LG Ensolman 94 Trillion Securities Market Rosey Outlook Subsidies May Take Up Half of Operating Profit
– Goldman Korea’s U.S. Share 55 Subsidies Within 3 Years, In fact, Focus on K-Battery
– The possibility of setting a limit by the U.S. administration due to the IRA budget limit due to the concentration of certain countries
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