[Edaily Reporter JAEMIN SONG ] "In the ESS business, the company has strengthened its market position in the AI data center sector by securing additional projects from existing utility grid customers and, for the first time, signing a direct ESS supply contract with a major tech company.
This demonstrates the company’s ability to deliver on time through its local production facilities in North America, its stable operational experience, and its competitive supply chain management (SCM) capabilities; as a result, the ESS order backlog stood at approximately 160 GWh at the end of the third quarter.
We are currently in discussions with numerous utilities and hyperscalers regarding new project supply, and we expect the momentum for securing additional orders to continue into the fourth quarter.”
…LG Energy Solution Q3 2026 Conference Call
LG Energy Solution’s Wrocław plant in Poland. (Photo: LG Energy Solution)
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