미 국방부도 주목한다… 삼성SDI, 방산이 새로운 돌파구 될까? / 중국산 ESS 규제, 한국 2차전지주 호재될까? | 윤석천 평론가

(Filming Date - July 10, 2026, 2:30 PM) 0:00 Economy Insight Contributor Yoon Seok-cheon, Economic Commentator / MC - Kim Tae-seong, Head of Division at iAsset 0:50 Samsung SDI's Entry into the US Defense Market: What Points to Watch? 4:15 Samsung SDI Earnings: How Long Do We Have to Wait? 5:54 Why Is POSCO Holdings Receiving Special Benefits from the Argentine Government? 12:57 What Impact Does the Expansion of the ESS Market Have on Domestic Battery Manufacturers? 16:05 What Conditions, Besides Earnings, Are Necessary for a Rebound in the Secondary Battery Sector? US Department of Defense, POSCO Holdings, LG Energy Solution, Defense Stocks, Argentina, LFP Battery, EcoPro, BBU, Nam Sang-seon PD-80/05/30 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts released ◾ Weekend ‘Real Market Overview’ e-book provided ◾ Active communication and information exchange among members! Don't invest alone. Start now at the 815 Money Talk Cafe. ------------------------ 👉 Appearance requests, advertising & collaboration inquiries: [email protected] 👉 Download 815 Money Talk materials: https://cafe.naver.com/815moneytalk --------------------------