Supply Chain & Logistics

North American battery cell production site and ESS capacity expansion facilities

LG ESS and North American Cell Expansion Shape Q3 2026 Earnings

LG Energy Solution’s Q3 2026 earnings are tied to ESS demand and North American cell expansion, with Arizona scheduled to complete its first cylindrical production site by year-end and a 70 GWh-plus ESS target planned. Specific contract volumes and delivery timing are not yet quantified.

Bar chart showing U.S. manufacturing PMI values over recent months with the October reading at 55.5 percent

Supply Chain & Logistics

U.S. Manufacturing Expands 10th Straight Month, Momentum Cooling

October PMI at 55.5% confirmed a 10th consecutive month of U.S. manufacturing expansion, but the growth is cooling. Supply-chain managers should note that production outpaced new orders and inventories remain just above balanced supply.