Underestimated Korean Solar Power, and an Amazing Battery with 0% Fire Risk, I Was Surprised to See It in Person | Ecoonomics EP.6

과소평가된 한국 태양광, 화재위험 0% 신기한 배터리까지, 직접 보고 놀랐습니다ㅣ에코노믹스 EP.6
Watch on YouTube ↗  |  September 19, 2026 at 06:00  |  16:49  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Han Shin — CEO, H2

Summary

The video visits Korean solar research facilities and a vanadium flow battery company. It argues that Korean solar technology is undervalued despite Chinese mass-production dominance, and highlights high-efficiency solar technologies. It presents vanadium flow batteries as a safer, long-duration ESS solution for renewables and AI data centers. The episode closes with a positive view on clean energy technology and Korean industrial potential.

  • The host visits a shared solar research center and a vanadium flow battery company.
  • Korean solar technology is described as world-class but underestimated versus Chinese mass production.
  • High-efficiency solar technologies discussed include TOPCon, HJT, perovskite tandem, bifacial modules, and zero-busbar.
  • Vanadium flow batteries are presented as non-flammable, long-duration, and scalable for large ESS use.
  • Global VRFB activity is noted in China, Japan, Australia, and Southeast Asia, plus a domestic 20MWh project.
  • AI data center power demand and renewable intermittency are cited as drivers for solar and storage.
  • The host concludes positively on clean energy technology and Korean industrial opportunities.
Ideas
Lee Kwon-hee CEO, Economist 0:15
Korean solar tech is underestimated
Korea's solar technology is world-class but underestimated; while China dominates cheap mass production, Korea has pivoted to high-efficiency cells such as TOPCon, HJT, perovskite tandem, bifacial modules and zero-busbar, and has a full supply chain from materials and equipment to metrology and process control, leaving room for industrialization.
Lee Kwon-hee CEO, Economist 6:33
Global solar demand is growing
Solar was the most-installed energy source last year and made up 75% of newly installed renewables; renewables have now surpassed coal, and AI data center power demand plus mature, easy-to-deploy technology are expanding the global solar market.
Lee Kwon-hee CEO, Economist 7:20
ESS demand is rising
Renewable intermittency and AI data center power spikes make large-scale energy storage essential; ESS is becoming more important and should attract investment attention as solar and wind expand.
Han Shin CEO, H2 7:55
H2 has vanadium flow battery edge
H2 has core stack technology for vanadium flow batteries, solved leakage and performance uniformity issues, offers modular containerized systems, and is progressing a 20MWh domestic project in Honam targeted for commissioning in H1 2027, giving it exposure to renewable and data center storage demand.
Han Shin CEO, H2 8:11
Vanadium flow batteries scale safely
Vanadium flow batteries use water-based electrolyte, do not catch fire, scale capacity by increasing electrolyte tank size, and are suited for long-duration, large-scale storage tied to renewables and data centers; global policy and tenders, including China's 4.5GW installations and Japan's non-lithium auctions, support the non-lithium battery shift.
Up Next

This 3PRO TV (삼프로TV) video, published September 19, 2026, features Lee Kwon-hee, Han Shin discussing TAN, SOLAR, ESS, H2 Inc., Vanadium redox flow battery (VRFB), Non-lithium batteries. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Han Shin  · Tickers: TAN, SOLAR, ESS, H2 Inc., Vanadium redox flow battery (VRFB), Non-lithium batteries