The future outlook for Korean secondary batteries looks promising.

The operating profits of the three major battery companies are strong, and since the transition to North American ESS lines is complete, they seem poised to generate significant revenue starting from the second half of the year.
Most of the North American EV battery lines have been converted to ESS lines, and since EVs are also selling well in Europe and Asia, the outlook seems steady for the next 2 to 3 years.
It is also positive that new demand sources have emerged beyond ESS and EVs, including drones, aerospace, and humanoid robots. In these sectors, regulations on Chinese batteries are being implemented, meaning Korea stands to benefit the most.
I believe Samsung SDI is in the best position as it aligns with the mass production of all-solid-state batteries.
LG Energy Solution to ride the wave of US drone supply chain restructuring... Discussions with defense companies regarding batteries n.news.naver.com In response to the slowdown in EV demand, LG Energy Solution, which has been expanding its Energy Storage System (ESS) business, is considering entering the US market for batteries used in drones and unmanned weapon systems. According to Bloomberg on the 19th (local time), LG Energy Solution [is discussing with] the US government and state