POSCO Future M

Texas Gas Plant Creates ESS Opportunity for Korean Battery Makers

The expansion of AI data centers in the United States is significantly increasing power demand, leading to a new supply model combining gas generation with energy storage systems. A major 6.3 GW gas-fired power plant is being constructed in Encinal, Texas, to support 5 GW of nearby data centers. This trend is creating substantial market opportunities for South Korean battery makers and power equipment companies with US production bases.