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LG Energy Solution

part of LG includes LG Energy Solution Vertech

4 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement May 20, 2025 by Tristan Doherty · said 19 times in 4 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Tristan Doherty (6), Stephen Lacey (1), Sam Jaffe (1), Kurt Kelty (1), Andy Lubershane (1)

tap a year for its mentions
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2025 18 mentions in 3 episodes 6 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about LG Energy Solution, oldest first

May 20, 2025 bullish
Prediction Didn’t hold up
LGES targets 100% non-Chinese storage components in Michigan by next year
“Right now, coming off of the Holland, Michigan line, we're on schedule for early next year to be a hundred percent non-Chinese in terms of all of the components and subcomponents that are going into those ESS cells.”
Tristan Doherty May 20, 2025 ▶ 13:07 A former race car engineer on battery safety and supply chains [partner content]
May 20, 2025 positive
Assertion Supported
Doherty: LG Energy Solution has seven U.S. battery plants active or building
“So right now, we've got seven battery plants in the U.S. That are either producing or in construction.”
Tristan Doherty May 20, 2025 ▶ 12:03 A former race car engineer on battery safety and supply chains [partner content]
May 20, 2025 positive
Disclosure
LG Energy Solution moved Arizona ESS production to Michigan to start faster
“Instead of taking three or four years to build a complete greenfield battery factory in Arizona, we could take six to 12 months, take an existing shell, an existing building that had all the permitting done, and had all the infrastructure and all the utilities…”
Tristan Doherty May 20, 2025 ▶ 19:16 A former race car engineer on battery safety and supply chains [partner content]
May 20, 2025 negative
Assertion Supported
Doherty: Moss Landing fire spread after water suppression system failed
“What we do know is that mid-afternoon, January 16th, one of those modules went into thermal runaway. What we don't know yet is we don't have an official sort of answer on is for some reason that water system didn't work correctly. And that thermal runaway spre…”
Tristan Doherty May 20, 2025 ▶ 5:11 A former race car engineer on battery safety and supply chains [partner content]
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