미국에서 중국 ESS 퇴출?
• 오늘 CATL -2.53%, BYD +0.92%
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~ Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions, overlapping tariffs, and stringent ownership scrutiny
https://www.digitimes.com/news/a20261019PD214/ess-lithium-battery-manufacturing-supply-chain-usa.html