Core Viewpoint - Korean battery companies are aggressively securing contracts in the energy storage market, with SK On recently announcing a deal to supply 7.2GWh of advanced energy storage systems to Flatiron Energy Development, valued at approximately 2 trillion KRW (about 14.3 billion USD) [2][3]. Group 1: SK On's Recent Developments - SK On signed an agreement with Flatiron to provide 7.2GWh of advanced energy storage systems from 2026 to 2030, starting production of lithium iron phosphate (LFP) batteries in the second half of 2026 [2]. - The company is transitioning part of its electric vehicle battery production line in Georgia to focus on energy storage systems [2]. - Despite financial pressures, SK On is actively developing LFP batteries and plans to launch its first LFP battery prototype in 2023, followed by a winter-specific battery in 2024 and a long-life LFP battery in 2025 [2]. Group 2: Supply Chain and Market Dynamics - In July, SK On signed a memorandum of understanding with L&F for the supply of LFP cathode materials in North America, aiming to establish a long-term partnership [3]. - The recent contracts secured by Korean battery companies highlight their early positioning in the North American market and indicate a new phase in competition with overseas firms [3]. - The impact of tariffs is reducing the competitiveness of Chinese battery companies in the North American market, with a reported 82% year-on-year decline in Chinese energy storage orders to the U.S. from January to May [4]. Group 3: Industry Trends and Future Outlook - The shift of U.S. energy storage system integrators towards Korean battery companies is driven by cost reduction and maintaining profitability, as they seek to avoid reliance on Chinese supply chains [4]. - Chinese companies are attempting to establish manufacturing facilities in Southeast Asia and Europe to penetrate the U.S. market, but face significant challenges due to regulations like the Inflation Reduction Act [4][5].

韩国研究机构SNE Research数据显示，2025年1-7月，全球动力电池装车量达 590.7GWh，同比 增长35.3%。 图片来源：SK On 其中，1-7月，SK On装车量24.6GWh，同比增长17.4%，市场份额微降至4.2%，排名第五位。 ——The End—— 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 9月4日，韩国SK On公司宣布，已与美国Flatiron Energy Development（简称：Flatiron）签署 协议，将在2026年至2030年期间供应至多7.2GWh的储能系统电池，供应为磷酸铁锂（LFP）电 池， 预计总合同额将高达2万亿韩元（约合人民币102.6亿元）。 SK On表示，根据该协议，公司将从2026年下半年开始向Flatiron Energy Development提供采用 1GWh磷酸铁锂（LFP）电池的集装箱化ESS装置。 与此同时，SK On还获得了Flatiron在美国推进的6.2GWh储能项目的"优先要约权"。 SK On计划在美国佐治亚州工厂将部分电动汽车电池生产线转换为储能系统生产线，之后开 ...