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Industry

Battery industry profit recovery comes into view as lithium prices rise

South Korea\'s battery industry is seen entering a broader uptrend from the first quarter as lithium carbonate spot prices more than doubled to the low $20s per kg. Delayed mine restarts in China tightened supply while strong energy storage system installations supported demand. From the second quarter, higher lithium prices are expected to be reflected in cathode material selling prices, enabling provision reversals and improving profitability. Export data show rising cathode volumes and prices.

Mobility

Surging fuel prices boost global EV sales but U.S. supply constraints limit growth

Rising gasoline prices are lifting electric vehicle sales globally, but concerns are growing that the United States could fall behind because supply is not keeping pace. Europe set monthly records in March for EV and plug-in hybrid sales, with growth also continuing in Asia and Australia. Analysts cite high oil prices and ample Chinese EV supply as key drivers in parts of Asia. In the United States, demand indicators are improving, but fewer models and cancellations are constraining supply.

Telecommunications & Media

KTOA holds 9th AI Future Value Forum, seeks ways to strengthen AX competitiveness

The Korea Telecommunication Operators Association held its ninth AI Future Value Forum in Seoul on April 16 under the theme of policy proposals for AI infrastructure investment to strengthen global AI transformation competitiveness. The industry-academia-research body includes major telecom operators and experts from academia, law and research institutes. Presentations covered tax credit effects for AI data and data centre costs and insights from MWC 2026, followed by a panel discussion on policy support and telecom operators’ roles.