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03:30
Jan 14
Kim Hyun-soo Researcher, Korea Institute of Finance 3PRO TV (삼프로TV)
ESS and reshoring lift battery makers
US reshoring and AMPC and 45X subsidies make ESS battery profits attractive; data-center power demand and security concerns help Korean cell makers take share from China even if total ESS growth is not explosive.
ESS battery suppliers
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About ESS battery suppliers Investor Commentary

Across the available history and selected sources, Buzzberg tracks ESS battery suppliers across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Kim Hyun-soo.