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 →SK On
Every EAB briefing that touches SK On — capital spending, plants, M&A, earnings and policy exposure. 42 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 38 of 42
- Subject of the briefing
- 22
- Named as exposed
- 20
- Desks
- Batteries & EV (36), Trade & Policy (4), Robotics (1), Semiconductors (1)
SK On cuts 40 jobs at Tennessee battery site, delaying output to 2028
The South Korean cell maker reduced staffing at its Stanton facility to roughly 30 workers, deferring commercial production to…
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…
SK On wins Ford Q1 status for its 30 GWh Hungarian plant
The certification validates defect controls across the site after an audit through mid-2026, anchoring cell deliveries for…
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 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…
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…
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…
SK On assumes $1.5 billion debt from US battery subsidiary
The transaction transfers 2.028 trillion won in dollar bonds from SK Battery America to the Seoul parent, representing 14.05% of…
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,…
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…
Volkswagen and Gotion commit $3.7B to European battery hubsMembers
The three-factory partnership covers cell plants in Spain and Slovakia alongside cathode production in Morocco to bypass European…
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…
CATL develops tall pickup batteries to bypass US tariffs
Tests conducted by American automakers show the Chinese supplier is targeting commercial trucks through technology licensing to…
CATL targets 2027 pilot output for all-solid-state batteries
The Chinese battery maker faces severe chemical barriers and high precursor costs as Samsung SDI and Toyota race to commercialize…
Chinese EVs capture 35% Korea market share under 8% tariff
Automakers urged lawmakers at a National Assembly forum to enact domestic production tax credits after shipments from Shanghai…
EcoPro BM enters talks with CATL on Hungary cathode deal
The prospective 20,000-ton annual offtake agreement would link South Korea's top cathode maker to China's leading battery…
SK On signs $118 million LFP cathode supply deal with L&F
The multiyear contract provides cathode feedstock from Daegu for battery lines in Seosan and Georgia as Korean cell makers…
SK On signs 9 GWh US storage battery deal with NeoVolta Power
The five-year agreement covers lithium iron phosphate cells from Georgia, shifting manufacturing volume toward utility storage as…