[앵커]
Samsung SDI has decided to build an electric vehicle battery plant in the United States in cooperation with a local automaker.
Reporter Park Hong-gu covered the reasons why Korean companies, including Samsung Electronics and Hyundai Motor, are competing in US investments.
[기자]
Samsung SDI and US automaker Stellantis have agreed to establish a new electric vehicle battery production plant in Indiana, foreign media reported.
The plant aims to start operation in 2025.
President Biden also confirmed this plan during a visit to Samsung Electronics’ Pyeongtaek plant on the 20th.
[조 바이든 / 미국 대통령 (지난 20일) : (삼성SDI의) 투자를 통해 우리는 청정에너지 미래에 한층 가까워질 것이며, 우리 공동의 경제성장이나 에너지 안보, 기후 목표도 누릴 수 있을 것입니다.]
As a result, all three domestic battery makers will have production plants in the United States.
LG Energy Solutions is already building plants in Ohio and Tennessee with General Motors, and SK On is building plants in Georgia in partnership with Ford.
[김필수 / 대림대 미래자동차학부 교수 : 배터리가 핵심입니다. 배터리를 합작형태로 아니면, 미국 내에서 안정적으로 공급받는 것이 미국의 빅3 입장에서, 또 바이든 대통령이 전기차를 공급하는 입장에서 핵심이기 때문에….]
The United States previously announced a policy to convert 50% of finished car sales to eco-friendly cars by 2030.
Accordingly, the eco-friendly car market in the US is expected to grow from 850,000 units this year to 4.72 million units in 2030.
The world’s largest electric vehicle market is expected to open in earnest within a few years.
Hyundai Motor Group announced a $10.5 billion investment plan in the US, including the establishment of an electric vehicle-only plant in Georgia, with a plan to sell 840,000 electric vehicles in the United States by 2030.
The successive investments of domestic companies in the US are also related to the ‘New North American Trade Agreement’.
According to this agreement, starting from July next year, 75% of parts for finished vehicles must be produced locally in order to receive duty-free benefits.
In order to secure price competitiveness in the US market, direct investment in the US has no choice but to increase.
[금혜윤 / 대외경제정책연구원 무역협정팀 전문연구원 : 결국은 미국이 자국에 투자를 확대하려는 그런 협정의 내용이기 때문에 직접 투자를 늘리는 것이 이러한 협정의 혜택을 누릴 수 있는 그런 부분이라고 생각이 됩니다.]
If the US-led Indo-Pacific Economic Framework (IPEF) is fully operational in the future, the regional supply chain cooperation system such as semiconductors and energy will inevitably be further consolidated.
Analysts say that the expansion of Korean companies’ investment in the US can also be viewed in terms of securing a stable supply chain.
This is YTN Park Hong-goo.
YTN Park Hong-gu (hkpark@ytn.co.kr)
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