Oito empresas, incluindo a BYD Korea, são desqualificadas do programa de subsídios para veículos elétricos da Coreia do Sul

South Korea's NEV market is recovering from the slump at year-end 2025, but the current rebound is still dominated by HEVs, rather than being driven solely by BEVs. Although BEV share has rebounded, the sustainability of the recovery remains to be confirmed. For South Korean battery enterprises, it has become difficult to gauge demand recovery simply by relying on domestic EV sales and export data. In contrast, driven by South Korea’s policy demand and utility-scale energy storage projects in North America, ESS is becoming a clearer growth channel.

Korea’s NEV market is recovering from late-2025 weakness, but the rebound remains HEV-led rather than BEV-driven. BEV share has improved, yet the recovery still lacks consistency. For Korean battery makers, domestic EV sales and export data alone are no longer sufficient indicators of demand recovery. ESS, supported by domestic policy demand and North American utility-scale projects, is emerging as a clearer growth channel.

A Samsung SDI cooperará com a empresa americana de tecnologia de baterias Forge Nano na construção de uma gigafábrica na Carolina do Norte. A Forge Nano anunciou em 25 de junho, horário local, que assinou uma parceria estratégica com a Samsung SDI para a produção de baterias nos EUA. A Samsung SDI apoiará a construção da planta, que terá capacidade anual de 3 GWh. A Forge Nano começará a fabricar por contrato as células de bateria cilíndricas da Samsung SDI a partir de 2028.