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LG抓紧布局LFP与钠电
高工锂电·2025-11-09 10:54

Group 1 - NextStar Energy, a joint venture of LG, is set to begin mass production of lithium iron phosphate (LFP) energy storage batteries in Canada, targeting commercial and power storage solutions [2] - LG has also entered the sodium battery market, collaborating with Sinopec to develop sodium battery cathode and anode materials for energy storage systems and low-speed electric vehicles [3] - LG ranks third in global power battery installations in the first half of this year, focusing on a diversified material system due to safety concerns and increased application of LFP batteries [3] Group 2 - LG's Michigan plant has been transformed to exclusively produce LFP batteries, with production capacity expected to reach 17 GWh by the end of this year and potentially increase to 30 GWh by the end of 2026, specifically for the energy storage market [3] - In July, LG signed a contract with Tesla for LFP battery orders aimed at energy storage, with Tesla's Shanghai factory's Megapack achieving stable shipments and expected to supply the domestic energy storage market [3][4] - Tesla introduced new large-scale energy storage products, Megapack3 and Megablock, with Megapack3 having a capacity of 5 MWh and Megablock achieving a megawatt-level breakthrough, both utilizing LFP technology [3] Group 3 - LG plans to allocate some production lines from its battery plants in China and Poland to ensure the delivery of energy storage batteries [4] - The first generation of LG's sodium batteries is aimed at the uninterruptible power supply (UPS) market for data centers, expected to begin mass production in 2027 [5] - Sodium batteries are anticipated to gradually replace lead-acid batteries in UPS systems, with high discharge efficiency and excellent performance in various temperature conditions [6] Group 4 - The demand for data centers is expected to grow significantly, particularly in China and the U.S., driven by advancements in AI and big data, positioning LG to become a major supplier for U.S. data center backup power needs [7]