LG Energy Solution Expands North American Storage Capacity for AI Data Centers
11/03/2026 — 11/03, 17:18·1 sources (all)·1 reports (all)
Key takeaways
- LG Energy Solution’s CFO said on an earnings call that the company expects its pouch-type energy storage system capacity to exceed 50 GWh by…
Background & analysis
On November 3, 2026, IT之家 reported that LG Energy Solution Ltd. had announced plans to expand its North American energy storage battery capacity, aiming to capitalize on surging demand from AI data centers. Speaking at an earnings conference call on Tuesday, CFO Chang Sil Lee said the company expects its soft-pack energy storage system capacity to exceed 50 GWh by the end of this year, with plans to lift it to over 70 GWh next year.
Lee also disclosed that LG Energy Solution's order backlog for energy storage systems (ESS) reached 160 GWh in the third quarter. The company is in talks with power utilities and hyperscale data center operators about new projects and expects to secure further orders. In September, LG Energy Solution joined NVIDIA's DSX Ready program as an energy storage system supplier. In addition, the executive said the company aims to mass-produce LFP 2170 cylindrical batteries by the first half of 2027, while accelerating development of sodium-ion battery technology. It plans to produce energy storage system samples at its Ochang plant by the end of this year and deliver test products to North American customers in 2027.
AI-generated from 1 reports · updated 2 days ago
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LG Energy Solution expects its pouch-type ESS capacity to exceed 50 GWh by the end of this year and top 70 GWh next year, CFO Chang Sil Lee said on an earnings call. The company is in talks with power providers and hyperscale data center operators and has 160 GWh in ESS backlog.
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