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300亿,动力电池巨头拿下特斯拉订单,将在美国生产磷酸铁锂电池
TeslaTesla(US:TSLA) 3 6 Ke·2025-07-31 01:22

Core Viewpoint - LG Energy Solution (LGES) has signed a $4.3 billion battery supply agreement with Tesla to provide lithium iron phosphate (LFP) batteries for its energy storage systems, marking a significant step in Tesla's efforts to reduce reliance on Chinese imports due to tariff issues [1][3][4]. Group 1: Agreement Details - The contract is a three-year agreement from August 2027 to July 2030, with an optional extension of up to seven years and potential increases in supply based on negotiations with the client [4][10]. - The LFP batteries will be supplied from LGES's factory located in Michigan, USA [3][4]. Group 2: Market Context - The LFP battery market has been predominantly led by Chinese companies, with LGES being one of the few American producers [8]. - Tesla's energy and power generation business accounts for over 10% of its total revenue, highlighting its importance despite a slowdown in vehicle sales [12]. Group 3: Strategic Implications - This agreement signifies Tesla's acceleration towards localizing its supply chain in the U.S. to mitigate tariff pressures and geopolitical risks, which is crucial for the growth of its energy business [13]. - The partnership with LGES represents Tesla's first use of non-CATL batteries in its energy storage systems, indicating a shift in its sourcing strategy [8][12].