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Industry

Global regulation outpaces plant buildout, speeding up Korean anode materials shift

Korean anode materials makers are accelerating plans to localise synthetic graphite as a U.S. route for Chinese graphite shifts from high tariffs to tax credit eligibility requirements. With capacity expansions and long-term supply contracts largely concentrated in 2027, domestic cell makers have limited options to replace Chinese materials before then. Import prices have fallen, but U.S. 45X rules on prohibited foreign entities tighten from 2026.

Industry

Posco Future M agrees long-term supply of 190,000 tons of LFP cathode material to Korean battery maker

Posco Future M said on Wednesday it agreed with a South Korean battery maker on a large-scale, long-term supply of cathode material for LFP batteries. The deal calls for supplying more than 190,000 tons over six years from next year through 2032, with a formal contract expected in the third quarter. The company said it has completed facility conversion and plans to begin mass-production supply by year-end.

Industry

SK On teams up with Factorial to start push for mass production of 1,200-km solid-state batteries

Battery maker SK On is partnering with U.S. battery startup Factorial Energy to assess whether solid-state batteries can be mass-produced using SK On’s existing lithium-ion production lines. Under an MOU, the companies will review how SK On plants and equipment can support Factorial’s FEST solid-state technology. Factorial is conducting vehicle validation in North America with Stellantis, which has disclosed performance data for a 77Ah FEST cell. Factorial also works with other automakers and has signed similar non-binding agreements with materials companies.