📊 Samsung SDI’s U.S. ESS supply volume has grown to 1.5 GWh - 2026.10.26

Well now, Onion is here~ 🧅 This week, the Samsung SDI story centers on U.S. ESS news, so let’s dig in properly. In my 30 years of watching the market, days like this are the most interesting!

The U.S. ESS market gets another deal 🔥

Here’s the key point: Samsung SDI signed an additional contract to supply 1 GWh of batteries for ESS with U.S. energy company Alpha Omega Power (AOP) ^[2]. According to the article, the company is securing one ESS contract after another in the U.S., having won recognition for factors such as fire safety ^[2]. Combined, the AOP supply volume has grown to 1.5 GWh, and the products are due to ship from its Indiana plant this year for a Texas power project ^[1]. Look at that~ The regions line up perfectly just from the contract details, don’t they?

The solution is the all-in-one ESS product “SBB 1.7,” whose energy density is said to be 17% higher than that of its previous product ^[1]. YTN also highlighted the same point: prismatic battery technology is proving its worth in ESS, too ^[3]. Maybe they’re making these deals with prismatic precision? Just had to throw in a dad joke 😄

There’s also a story beyond electric vehicles

Weekly Korea sees Samsung SDI broadening its growth areas beyond its EV focus to include AI power and next-generation batteries ^[5]. The shift from an EV-only market to ESS and AI power is a pretty meaningful change. But that’s the article’s analysis, not a confirmed announcement from the company about a new business plan, so let’s take it as “this is one way to read the direction of travel.”

The numbers are still on the way, which makes them even more intriguing

The industry mood is mixed. LG Energy Solution announced record quarterly revenue 9,643,400,000,000 KRW and operating profit 756,000,000,000 KRW earlier this month, but there are also reports that K-battery market share has declined during the same period ^[4]. Samsung SDI is also set to release its earnings on the 29th, making that a key checkpoint ^[4].

Let’s look at the stock, too. The closing price on October 23 was ₩484,500, while the October 26 close was ₩484,000, with a -1.33% change and trading volume of 461,012. We can’t leave out solid-state batteries, either. One YouTube channel reported that expectations of solid-state batteries not reaching mass adoption until the mid-2030s were cited as a reason for the decline ^[6]. Treat that as the channel’s claim only; don’t read it as the company’s official position.

Onion thinks the bullish scenario is clear if the U.S. ESS contract leads to shipments this year. But it’s still an open question whether the earnings figures will support that optimism. Will the numbers due on the 29th carry this story forward? Curious? 🚀

📰 Reference News (5)

2

Breaking into the U.S. market with “prismatic” ESS… Samsung SDI wins 1 GWh contract

네이버뉴스 · 2026.10.26

📰 View original

4

Even as the EV market recovers… K-battery market share declines

네이버뉴스 · 2026.10.26

📰 View original

📺 Reference Videos (1)

6

YouTube

[Samsung SDI stock outlook] Why did the stock plunge when it’s No. 1 in solid-state mass production?! Be sure to check those shares offered for sale last Friday! Will you regret selling now?

▶상승시그널 TV·2026.10.25