Don't just look at electric vehicles... The real explosion in secondary batteries will happen in AI data centers / I'll tell you my thoughts on EcoPro stock price outlook

Don't just look at electric vehicles... The real explosion in secondary batteries will happen in AI data centers / I'll tell you my thoughts on EcoPro stock price outlook | Eugene Investment & Securities Director Han Byung-hwa
Watch on YouTube ↗  |  May 19, 2026 at 07:15  |  19:59  |  815 Money Talk (815머니톡)
Speakers
Han Byung-hwa — Director

Summary

Director Han Byung-hwa from Eugene Investment & Securities discusses how AI data center demand is driving explosive growth in ESS and BBU batteries, surpassing electric vehicle battery demand. He recommends Samsung SDI as the top beneficiary due to its prismatic battery leadership, and highlights EcoPro BM's Hungary factory as a unique catalyst. He also addresses lithium price trends, Tesla FSD delays, and Korean battery makers' market share outlook.

  • AI data centers are creating massive demand for energy storage (ESS) and backup batteries (BBU), growing faster than EV batteries.
  • US new power generation is 90% solar/wind, making ESS essential for grid stability.
  • Samsung SDI is best positioned for the ESS boom due to its prismatic battery platform and extensive patents.
  • EcoPro BM's completed Hungary factory gives it a unique edge as EU local-content policies tighten.
  • Lithium prices are expected to rise gradually, supported by ESS demand and Chinese supply cuts.
  • Korean battery makers' global market share will dip in 2025 but rebound in 2026 as EV sales recover.
  • Ford's ESS rally is seen as speculative and not sustainable given competition and political risks.
  • Tesla's FSD progress in China is stalled, but US regulatory environment under Trump is favorable.
Trade Ideas
Han Byung-hwa Director 14:45
Samsung SDI is top ESS beneficiary.
Samsung SDI is the best-positioned Korean battery cell maker to benefit from the massive ESS demand growth driven by AI data centers and the US solar buildout. The company has decades of experience in prismatic batteries (the dominant ESS form factor), holds extensive patents that create barriers for competitors, and already leads the global ESS market. As ESS demand expands from 10% of EV battery market to 50% by 2030, SDI's prismatic platform and first-mover advantages will drive outsized earnings growth.
006400.KS HIGH
Han Byung-hwa Director 18:20
EcoPro BM gains from Hungary plant.
EcoPro BM (EcoPro BM) is uniquely positioned among Korean cathode makers with its completed factory in Hungary, which aligns with EU policies pushing for local content in EV supply chains. The company has mainly supplied Samsung SDI so far, but the Hungary plant opens the door to new European customers, driving a reacceleration of earnings and valuation expansion. This is a company-specific catalyst independent of the broader ESS theme.
247540.KQ HIGH
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This 815 Money Talk (815머니톡) video, published May 19, 2026, features Han Byung-hwa discussing 006400.KS, 247540.KQ. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Han Byung-hwa  · Tickers: 006400.KS, 247540.KQ