Samsung SDI is trading 4.9% up now at KRW 481,500 as the market reacts positively to its confirmed U.S. LFP battery cell production plans and the impact of new U.S. polysilicon tariffs. * Production of lower-cost LFP battery cells for energy-storage systems is scheduled to begin in October 2026 at its U.S. plant. * Customer deliveries of SBB 2.0 are expected before year-end, with orders covering substantial capacity through 2029, strengthening expectations for Samsung SDI’s U.S. ESS growth. * The rally, initiated on August 7, was significantly driven by a new 15% U.S. tariff on polysilicon derivatives, boosting sentiment for Korean solar and energy storage companies.