2026-01-09 04:34:42

South Korea's largest battery manufacturer just posted a surprise operating loss in Q4—and it's not looking pretty. The culprit? Weakening EV demand combined with subsidy rollbacks across multiple markets. That's a significant headwind for the entire supply chain. When major battery makers start bleeding red, it signals deeper market stress beyond just production hiccups. The subsidy cuts are particularly telling—governments scaling back EV incentives usually means cooling enthusiasm for the whole sector. Whether this foreshadows broader supply chain adjustments or just a temporary dip is worth tracking closely.

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gas_fee_trauma

· 21m ago

Subsidy cut, everyone has to kneel...

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NonFungibleDegen

· 01-09 05:04

ngl this is lowkey the canary in the coal mine moment... battery stocks bleeding red while everyone was still calling the bottom. subsidy cuts hitting different when you realize govs aren't actually committed to the ev thesis lmao

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HodlKumamon

· 01-09 05:04

Xiongxiong just checked the historical data, and we've seen at least 18 instances of subsidy tapering. Every time everyone says it's the end, but actually it's the best window for dollar-cost averaging... Statistical significance tells me that the winter will eventually pass.

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ShortingEnthusiast

· 01-09 05:01

Subsidies cut, and the entire chain has to tremble... Korean battery manufacturers can't hold on anymore. How long will this EV bubble last?

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StableCoinKaren

· 01-09 05:00

Subsidy cuts, and these battery manufacturers are exposed... as expected

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MetaMaximalist

· 01-09 04:57

subsidy collapse hitting the battery tier... honestly this is the adoption curve inflection we've been theorizing about. when infrastructure incentives evaporate, you see real demand elasticity exposed—not actual consumer conviction. kinda fascinating tbh, separates the signal from the noise in this market

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CodeSmellHunter

· 01-09 04:45

Subsidies are cut, and the entire ecosystem has to shake things up... This wave of losses isn't just the battery manufacturer's issue.

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DegenDreamer

· 01-09 04:42

Subsidy cuts have caused the entire EV market to tremble... Major Korean battery manufacturers are losing money, indicating that the situation is indeed quite serious.

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