特斯拉与LG新能源签署43亿美元合同 采购磷酸铁锂电池

Core Points - LG Energy Solution has signed a $4.3 billion contract with Tesla to supply lithium iron phosphate batteries for energy storage systems [1] - The contract is for a duration of three years, from August 2027 to July 2030, with an option to extend for up to seven years [1] - LG Energy Solution is one of the few lithium iron phosphate battery manufacturers in the U.S., having started production at its Michigan plant in May [1] Summary by Category Contract Details - The contract with Tesla is valued at $4.3 billion and is set to last for three years [1] - LG Energy Solution has not disclosed the specific use of the batteries, whether for vehicles or energy storage systems [1] - The agreement includes a clause for potential extension and increased supply based on negotiations with the client [1] Market Position - LG Energy Solution is among the limited manufacturers of lithium iron phosphate batteries in the U.S. market [1] - The company has recently begun production of these batteries, which have been predominantly dominated by Chinese competitors [1]