POSCO Future M Locks In $4.5B Cathode Pact With Samsung SDI to 2032
The revised 21.25 trillion won agreement swaps high-nickel volume for 380,000 tons of LFP materials to build US-compliant battery…
Company watch
All companies →LG Energy Solution
Every EAB briefing that touches LG Energy Solution — capital spending, plants, M&A, earnings and policy exposure. 69 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 62 of 69
- Subject of the briefing
- 41
- Named as exposed
- 30
- Desks
- Batteries & EV (58), Trade & Policy (4), Energy & Minerals (3), Robotics (2), Analysis (1), Semiconductors (1)
LG Energy Solution shifts battery output to AI data centers
South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden…
CATL overtakes LG Energy Solution in global battery patents
A 10-year tally showed the Chinese cell maker accumulated 26,574 simple patent families through September, surpassing its South…
LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage
The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric…
Chery Automobile orders solid-state battery tools for 2027 EV tests
The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,…
LG Energy Solution shifts ESS tool orders as supplier defaults
The battery maker reallocated module assembly contracts to SYSTEM R&D and HyVISION SYSTEM following a $22.43 million default by…
LG Energy Solution beats profit views on grid battery orders
Operating profit jumped 25.7% to 756 billion won as stationary energy storage lines ran at capacity in North America, more than…
LG Energy Solution secures 240,000 tons of Canadian lithium from Elevra
The four-year binding offtake agreement provides battery feedstock for 700,000 electric vehicles while satisfying United States…
CATL Surpasses Korean Battery Trio in Markets Outside China
The Chinese cell giant captured 33.7% of non-China electric vehicle battery usage through August 2026 as South Korean competitors…
LG Energy Solution pays supplier 10B won for Lansing changes
The battery maker settled a six-month dispute with Jayce Robotics, covering higher tooling costs after modifying prismatic lines…
LG Energy Solution signs 46-series battery deal for US vans
The non-binding agreement with startup Indigo Technologies covers deliveries from 2027 to 2030, broadening the South Korean cell…
LG Energy Solution clarifies $4.3B Tesla energy storage deal
The 5.94 trillion won pact signed in 2025 provides Michigan-made lithium iron phosphate cells for Tesla Megapack 3 units rather…
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…
BYD Widens BEV Lead Over Tesla to Record 275,946 Cars in Q3Members
Chinese automaker delivered 762,478 pure electric vehicles in the third quarter, outstripping Tesla by 56.7% as vertical battery…
CATL widens global EV battery lead to 39.4% as Korean share slips
Seven Chinese producers took 73.3% of global volume through August, while North American delivery drops dragged LG Energy…
LG Energy Solution readies Mercedes cylindrical cell rollout in Poland
The battery maker has committed 157.5 gigawatt-hours of large-format cylindrical capacity to the German automaker across North…
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…
LG Electronics adds chiller plants in US and Korea for AI cooling
A 150 billion won investment in Virginia and domestic sites targets thermal bottlenecks as data center power requirements climb…
Samsung SDI and LG Energy double ESS warranties to 20 years in US
The 20-year terms cover containerized grid batteries guaranteeing 70% capacity retention to protect backlogs against Chinese…
LG Energy Solution agrees to supply 46-series battery cells for US vans
The South Korean battery maker signed a pact with Massachusetts startup indiGOtech to explore supplying cylindrical cells for…
CATL buys 20,000 tons of cathode copper in $320 million pact
A Hong Kong unit will prepay $100 million in December to related trader An Sheng Mining, capping purchases at $150 million in…
Korea opens 1,180 MW battery auction to balance power gridMembers
The 7.08 GWh central tender introduces a 25-year contract option in Jeju and tests local cell supply chains at Samsung SDI, SK On…
Ultium Cells to build first prismatic LMR battery line in US
The $1 billion joint venture upgrade in Tennessee pivots LG Energy Solution and General Motors toward high-manganese cells to…
POSCO Future M signs $776M LFP cathode supply deal with SK On
The three-year agreement covers battery cells produced at SK On's Georgia plant for North American energy storage systems,…