Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs
South Korean materials firms accelerate cobalt-free chemistries after non-China market share for domestic cell producers slid…
Company watch
All companies →LG Chem
Every EAB briefing that touches LG Chem — capital spending, plants, M&A, earnings and policy exposure. 5 briefings.
- First seen
- August 28, 2026
- Latest
- October 5, 2026
- With a linked document
- 4 of 5
- Subject of the briefing
- 5
- Desks
- Batteries & EV (5)
South Korean battery makers prepare sodium-ion lines for energy storage
Cell manufacturers limit early sodium-ion spending to pilot facilities while targeting 2027 prototype shipments to counter…
Korean cathode makers automate single-crystal calcination lines to secure yields
POSCO Future M, EcoPro BM, and LG Chem deploy enclosed roller hearth kilns and automated material transfer to protect high-nickel…
Battery makers widen aerogel sheet adoption as EV thermal propagation rules tighten
Stringent fire safety mandates in China, Europe, and the United States push automakers and cell suppliers toward thin silica…
Korean cathode makers retool production lines for LMFP chemistry as price war spreads
LG Chem, EcoPro BM, and POSCO Future M accelerate manganese-doped phosphate materials to defend mid-tier electric vehicle supply…