On August 11, 2026, Samsung SDI announced that it would acquire GM’s 49.99 % stake in SDI-GM Synergy Cells, its U.S. battery joint venture with GM, converting it into a wholly owned entity. The subject is the 27 GWh per year plant in New Carlisle (Indiana) (with an expansion plan of up to 36 GWh), and Samsung SDI intends to raise its U.S. ESS battery production capacity to about 30 GWh by the end of 2026. This article uses an assumed scenario to calculate how plant load is redistributed when the same GWh is filled with ESS cells instead of EV cells. Switching to ESS cells with higher energy per…