7.2GWh！SK On北美签订磷酸铁锂储能电池订单

Core Insights - SK On has secured a large-scale Energy Storage System (ESS) project, marking its entry into the North American ESS market with locally produced Lithium Iron Phosphate (LFP) batteries [1][2] - The company signed a supply agreement with Flatiron Energy Development for a 1GWh ESS project in Massachusetts, with a potential for up to 7.2GWh of ESS products over the next four years [1] - To meet North American demand, SK On plans to start mass production of ESS-specific LFP batteries in the second half of 2026, converting part of its electric vehicle battery production lines in Georgia [1] Group 1 - SK On's ESS products utilize soft-pack batteries that are cost-competitive and highly stable, allowing for flexible capacity configuration and customized solutions [2] - The design of SK On's ESS products features high space utilization and a modular approach, differentiating it from traditional rack-based designs [2] - The company has enhanced product safety through the implementation of a thermal diffusion prevention solution and a battery diagnostic system based on Electrochemical Impedance Spectroscopy (EIS) [2]