Energy and Power-Themed ETFs Rally, Battery Sector Faces Volatility

Recently, the domestic ETF market has seen strong momentum in power and nuclear-themed funds, driven by rising energy prices and expectations of increased electricity demand. Geopolitical risks, which have lifted WTI crude oil futures prices, have further enhanced the appeal of power and nuclear ETFs as attractive investment destinations. Investors' capital flows reveal a mixed trend between defensive and risk assets, with inflows mainly focused on index and bond-type ETFs. Conversely, battery and some growth themes have shown weakness. The escalation of oil prices due to the Iran conflict has shifted attention toward secondary battery companies, such as Samsung SDI and LG Energy Solution, as higher oil prices are seen as boosting demand for electric vehicles. The anticipated rise in lithium prices has also improved market sentiment toward these companies. However, as tangible earnings improvements remain uncertain, experts advise caution amid heightened share price volatility.

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