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LG Energy Solution’s ESS Rear-Base Positioning — What Changes in Line Management
As Korea's domestic ESS market opens up, a trend is forming in which LG Energy Solution secures a role as a rear base responding to North American demand. Driven by solar power expansion, potential cumulative ESS battery demand of 175 GWh is projected through 2040, alongside attention to the effect of building a China-independent supply chain. However, absorbing this volume in domestic lines requires a takt time (Takt Time)¹ and OEE (Overall Equipment Effectiveness)² management system separate from existing EV cell lines, and the relevant detailed criteria are not given in the original source and require separate verification. 1. Situation and Challenge The opening of Korea's domestic ESS market is…

