S&P Global Ratings：2024年全球电池市场分析与展望报告：先行者可能会保持领先地位（英文版）

Korean battery players willikely continue to prioritize expansion in the U.S, supported by Advanced Manufacturing Product Credit(AMPC)available underthe Inflation Reduction Act.

Weakening EV demand growth in U.S. could delay capacity expansion. Also, subject to the presidential election results, there may bechanges to the production incentive programs. Yet,investments by Korean battery makers remain substantial for capturing share in theregion.

We believe the maiority of Chinese p