LG新能源下发碳酸锂大单！

Group 1 - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - Anson Resources has signed an agreement with LG Energy Solution to supply 4,000 tons of battery-grade lithium carbonate annually starting in 2028, which represents nearly half of the projected output from Anson's Paradox Basin project in Utah [2] - LG Energy Solution is facing intense competition from Chinese battery companies and is actively seeking to diversify its growth by transitioning to lithium iron phosphate (LFP) batteries, as evidenced by its recent agreements and acquisitions [3][4] Group 2 - LG Energy Solution has secured a significant order from Longpan Technology, increasing the supply from 160,000 tons to 260,000 tons, valued at approximately 10 billion RMB, marking it as the largest LFP order globally for 2024 [3] - The company has also partnered with Chery Automobile to supply 8 GWh of cylindrical batteries over six years, valued at over 5 billion RMB, marking a significant step in supplying cylindrical batteries directly to a Chinese automaker [4] - In July, LG announced a major LFP battery order worth approximately 30.9 billion RMB, expected to account for a quarter of its total sales in 2024, with speculation that the client may be Tesla [5] Group 3 - LG Energy Solution is upgrading its Ultium Cells factory in Tennessee to produce LFP batteries, with commercial production expected by the end of 2027 [5] - The company is also expanding its North American energy storage battery business, aiming for a production capacity of 30 GWh by the end of next year [6] - Despite the transition to LFP batteries, LG Energy Solution will continue to rely on Chinese suppliers for key materials, indicating a long-term dependency on the upstream supply chain [6]