Korean battery makers secure non-FEOC LFP supply contracts
LG Energy Solution and Samsung SDI are locking in North American materials contracts before federal rules end transition relief…
Company watch
All companies →Samsung SDI
Every EAB briefing that touches Samsung SDI — capital spending, plants, M&A, earnings and policy exposure. 57 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 53 of 57
- Subject of the briefing
- 31
- Named as exposed
- 27
- Desks
- Batteries & EV (50), Trade & Policy (4), Analysis (1), Energy & Minerals (1), Robotics (1)
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…
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…
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…
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…
POSCO Future M signs $4.5B LFP cathode deal with Samsung SDI through 2032
The six-year contract expands Samsung SDI's procurement basket to non-Chinese iron phosphate chemistries while raising aggregate…
EcoPro BM and Samsung SDI agree to co-develop solid-state materials
South Korea's top cathode maker and cell producer sign an agreement to commercialize sulfide-based solid-state batteries by 2027.
Hyundai, Toyota and BYD advance in-house solid-state battery lines
Automakers in South Korea, China and Japan are commissioning pilot battery plants to internalize core cell chemistry before…
EcoPro replaces affiliate CEOs to defend margins in EV slump
The South Korean cathode producer named new leadership for its parent firm and core manufacturing units to curb capital spending…
Samsung SDI puts Gen 3 lithium packs in Textron E-Z-GO fleet
The South Korean battery maker expands cylindrical pack shipments to 2027 utility carts as EV demand cools, adding…
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…
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…
SK On orders $118 million in LFP cathodes from L&F for storage
The three-year contract represents 7.51% of L&F's 2025 revenue and supplies converted production lines in South Korea and Georgia…
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…
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,…
Samsung SDI debuts cylindrical LFP cells for AI data centers at DCWA
The South Korean cell maker showcased emergency backup power units that passed UL indoor fire testing as hyperscalers demand…
CATL begins trial cell production at 100 GWh Hungarian site
The €7.34 billion Debrecen facility cleared environmental disputes to run its first two lines, challenging Korean cell makers…
SK On signs 18 GWh US battery storage pact with NeoVolta
The five-year framework converts unallocated EV pouch cell lines in Georgia to lithium iron phosphate stationary storage for…
Samsung SDI clears UL fire safety test for utility LFP battery systems
The containerized SBB 2.0 system demonstrated zero fire propagation in testing, advancing plans to produce cells at its Indiana…
BYD readies solid-state battery road trial as rivals advance
The Chinese automaker clarified its deployment schedule following reports of road trials, confirming a demonstration run ahead of…
CATL says 14-year-old LFP cells retain 85% capacity after tests
Laboratory tests on cells from China's 63 MWh Zhangbei project show 10 years of secondary grid storage life, though independent…