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7.2GWh!SK On北美签订磷酸铁锂储能电池订单
鑫椤储能·2025-09-04 07:57

Group 1 - SK On has signed an agreement with Flatiron Energy Development to supply up to 7.2 GWh of lithium iron phosphate (LFP) battery energy storage systems from 2026 to 2030, with a total contract value of up to 2 trillion KRW (approximately 10.26 billion RMB) [1][2] - The agreement includes the provision of containerized energy storage systems (ESS) using 1 GWh LFP batteries starting in the second half of 2026 [1] - SK On has also secured a "priority offer" for a 6.2 GWh energy storage project being advanced by Flatiron in the United States [2] Group 2 - SK On plans to convert part of its electric vehicle battery production line at its Georgia plant into a production line for energy storage systems, with mass production of LFP batteries expected to begin in the second half of next year [2] - According to SNE Research, global power battery installation volume reached 590.7 GWh from January to July 2025, representing a year-on-year growth of 35.3% [2] - In the same period, SK On's installation volume was 24.6 GWh, showing a year-on-year increase of 17.4%, although its market share slightly decreased to 4.2%, ranking fifth in the market [4]