LG New Energy expands North American battery production capacity to secure large orders for AI data center energy storage

LG New Energy plans to increase its North American soft-pack energy storage system production capacity to 50 GWh by the end of this year and further to over 70 GWh next year to capture the demand from AI data centers. The company's energy storage system order backlog reached 160 GWh in the third quarter and has partnered with NVIDIA on the DSX Ready program. LG New Energy will also achieve mass production of its 2170 cylindrical lithium iron phosphate batteries in the first half of 2027 and plans to deliver sodium-ion battery test products to North American customers in 2027.