超60GWh！LG化学获美国动力电池客户正极材料大单！

Core Viewpoint - LG Chem has secured a significant contract worth 3.76 trillion KRW (25.7 billion USD) for the supply of cathode materials for electric vehicle batteries, effective from November 15, 2025, to July 31, 2029 [1] Group 1 - The estimated contract amount corresponds to approximately 60 GWh of battery shipment volume, although the identity of the customer has not been disclosed [2] - Current customers of LG Chem in the U.S. include major automotive companies such as Toyota, General Motors, Tesla, and Hyundai [2] - In October 2023, LG Chem signed a long-term supply contract with Toyota North America for cathode materials, with a projected contract value of 2.86 trillion KRW by 2030, which could support the production of 600,000 to 700,000 electric vehicles [2] Group 2 - In September 2023, LG Chem's subsidiary LG Energy signed a long-term supply contract with Huayou Cobalt and its subsidiaries, involving core lithium battery materials, with a total supply volume of 164,000 tons over five years [2] - A supply agreement was established between Quzhou New Energy and LG Energy for the supply of 76,000 tons of ternary precursor products from 2026 to 2030 [3] - Chengdu Bamo and Hungary Bamo signed a basic procurement contract with LG Energy for the supply of 88,000 tons of ternary cathode materials from 2026 to 2030 [3]