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02:23
Mar 22
Mar 22
Author identifies LG Energy Solution as Korea's #1 battery supplier and notes AMPC is 'literally the only thing keeping this profitable'; restoration of IRA credits (both consumer and AMPC) would dire
Author identifies LG Energy Solution as Korea's #1 battery supplier and notes AMPC is 'literally the only thing keeping this profitable'; restoration of IRA credits (both consumer and AMPC) would directly improve profitability.
Risk: Dependence on policy; battery oversupply and utilization remain depressed.
About 373220 Analyst Coverage
Buzzberg tracks 373220 across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.