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Industry

Korean battery makers\' earnings outlook clouds as ESS demand rises beyond EV sales

The earnings outlook for South Korea’s three major battery makers has become harder to gauge as demand expands beyond electric vehicles, the industry says. Power shortages linked to the build-out of AI data centres are boosting demand for energy storage systems, drawing U.S. production lines toward ESS. While U.S. EV battery shipments fell in June, ESS installations surged. Companies are reallocating capacity and funding to ESS, though challenges remain in scaling lithium iron phosphate output.

Industry

Poland coal power share falls nearly 20 points in four years as renewables expand

Coal’s position in Poland’s power market is shrinking as renewable generation rises. Coal’s share of total output fell to 52.7 percent in 2025 from 72.5 percent in 2021, while renewables climbed to 31.4 percent. Gas generation also increased. Despite lower output, coal plants remain as reserve capacity to support grid stability, and high-emissions units can still join capacity auctions under EU exemptions until end-2028.

AI & Enterprise

Musk says SpaceX to cast key gas turbine parts to ease AI power bottlenecks

Elon Musk says SpaceX will directly cast key gas turbine components to reduce power-supply bottlenecks for AI infrastructure. A secret foundry in Bastrop, Texas is known as a facility to make turbine blades and vanes. Musk says solar capacity is being built rapidly at SpaceX and Tesla, but natural gas will be needed for several years. The move comes as data centres face constraints from power grids and turbine supply limits, amid rising concerns over air pollution and health impacts.