In the second quarter of 2026, LG Energy Solution's North American storage business made cells without trouble, yet pack and container capacity became the bottleneck, and broker figures put ESS revenue growth at +31.6 % against company guidance of +40 %. That is 94.0 % of plan, and the missing 6.0 % equals roughly 5.5 days of shipments out of a 91-day quarter. My calculation shows that clearing this backlog in Q3 on top of the plan would take +55.4 % quarter on quarter, and a broker analysis reported on 27 October puts Q3 ESS revenue growth at close to 60 %. Taken together, the two quarters land within ±2…