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</script> </div> </div> <section class="news"> <div class="news_view"> <ul> <li> <h1>LG Energy Solution wins $4.3bn battery order</h1> <div class="view_img"> <p>최초입력 2025.07.31 11:00:40</p> <button type="button" class="btn_view btn_plus2" onclick='controlContentFontSize(0)'><span class="ico_comm ico_plus">크게</span></button> <button type="button" class="btn_view btn_min2" onclick='controlContentFontSize(1)'><span class="ico_comm ico_min">작게</span></button> </div> <div class="share_box"> <img src="//bimg.mk.co.kr/mkbn/mob/ic_sc2.png" width="29" alt="페이스북" onclick="sendThis('facebook');" data-label="facebook" data-category="share" class="sns_section_li" sns_name="facebook"> <img src="//bimg.mk.co.kr/mkbn/mob/ic_sc3.png" width="29" alt="트위터" onclick="sendThis('twitter');" data-label="twitter" data-category="share" class="sns_section_li" sns_name="twitter"> <a href="javascript:void(0);" data-label="kakaotalk" data-category="share"><img class="sns_section_li" sns_name="kakaotalk" src="//bimg.mk.co.kr/mkbn/mob/ic_sc4.png" width="29" alt="카카오톡"></a> <span class='bandSpabStyle2'> <script type="text/javascript"> new ShareBand.makeButton({"lang": "ko", "type": "c", "text": "", "withUrl": true}); </script> </span> <a onclick="sendMail();" href="javascript:void(0);" data-label="email" data-category="share"><img src="//bimg.mk.co.kr/mkbn/mob/ic_sc1.png" width="29" alt="메일보내기"></a> </div> </li> <li> <p class="sub_tit"></p><!-- View Type : 9--> </li> <style> #artText .mid_title { display: none; } </style> <li> <div id="artText" class="view_txt" style="font-size: 16px;"><div refId="1" class="thumb_area img"> <figure> <div class="thumb"> <img loading="lazy" src="https://wimg.mk.co.kr/news/cms/202507/31/news-p.v1.20250731.cb50b573a1fd4b1d87991d2cdd73e96d_P1.png" orgWidth="700" orgHeight="393" alt="(LG Energy Solution)" > <button class="btn btn_ic btn_zoom"> <i class="ic ic_zoom" data-url="https://wimg.mk.co.kr/news/cms/202507/31/news-p.v1.20250731.cb50b573a1fd4b1d87991d2cdd73e96d_R.png" data-width="700" data-height="393"></i> <span class="is_blind">사진 확대</span> </button> </div> <figcaption> <span class="thum_figure_txt">(LG Energy Solution)</span> </figcaption> </figure></div><p refId="2">LG Energy Solution Ltd. has secured a $4.3 billion supply deal for lithium iron phosphate (LFP) batteries, with industry watchers speculating that Tesla Inc. is the buyer.</p><p refId="3">The South Korean battery maker disclosed Tuesday that it signed a three-year contract to deliver LFP batteries worth $4.3 billion starting August 1.</p><p refId="4">The deal accounts for 23.2 percent of LG Energy Solution’s 2024 revenue and marks the company’s largest-ever energy storage system (ESS) order based on a single contract.</p><p refId="5">The contract may be extended up to seven years depending on customer negotiations, which could alter the final value and duration.</p><p refId="6">Market sources believe Tesla is the likely customer, given the automaker’s aggressive expansion of its ESS business in the United States based on LFP battery technology.</p><p refId="7">The speculation comes shortly after Tesla reportedly signed a 23 trillion won ($16.7 billion) chip manufacturing agreement with Samsung Electronics.</p><p refId="8">During its first-quarter earnings call, Tesla emphasized its intent to source LFP batteries from domestic U.S. suppliers to avoid tariffs on Chinese imports.</p><p refId="9">Among Korean battery makers, LG Energy Solution operates the largest number of production bases in the U.S., including plants in Ohio, Tennessee, and Michigan.</p><p refId="10">LG Energy Solution has been ramping up ESS battery orders, particularly in the U.S.</p><p refId="11">In March, the company signed a 4 gigawatt-hour (GWh) deal with Delta Electronics, a global energy management firm serving Tesla and Apple. In November 2024, it inked a contract to supply up to 8 GWh of LFP batteries to U.S. renewable energy firm TerraGen.</p><p refId="12">Among global battery producers, LG Energy Solution is currently the only company operating large-scale LFP production lines for ESS use in the U.S.</p><p refId="13">The company began mass production of long-cell pouch-type LFP batteries at its Michigan plant earlier this month. Originally, the firm planned to begin LFP production in Arizona starting in 2026, but it expedited the timeline by converting part of its Michigan EV battery facility to ESS production.</p><p refId="14">According to BloombergNEF, U.S. cumulative ESS installations are projected to grow from 19 GW in 2023 to 250 GW by 2035. The International Energy Agency reported that LFP batteries accounted for 80 percent of the global ESS market in 2023.</p><div id="refTotal" value="14"></div> [ⓒ 매일경제 & mk.co.kr, 무단 전재, 재배포 및 AI학습 이용 금지]</div> </li> </ul> <div id="reple"> <script type='text/javascript'> window.livereOptions = { refer : 'mkbn.mk.co.kr/news/english/11381868', site : 'https://mkbn.mk.co.kr/news/english/11381868' }; </script> <div id='lv-container' data-id='mk' data-uid='MjQvMzYvMjc='> <script type='text/javascript'> (function(d, s) { var j, e = d.getElementsByTagName(s)[0]; if (typeof LivereTower === 'function') { return; } j = d.createElement(s); j.src = '//cdn-city.livere.com/js/embed.dist.js'; j.async = true; e.parentNode.insertBefore(j, e); })(document, 'script'); </script> <noscript></noscript> </div> </div> <script type="text/javascript"> $(".news_view").find(".center_image").each(function (idx) { var imgSrc = ''; var imgEl = ''; var that = ''; imgSrc = $(this).find("img").attr("src"); imgEl = $("<img/>"); that = $(this); imgEl.prop("src", imgSrc).on("load", function () { var w = this.width; if (w < 300) { var imgDesc = that.find(".small_txt").html(); var inHtml = "<span class='zoom_c'><img src='" + imgSrc + "' border='0' hspace='0' vspace='0' width='" + w + "' alt='기사의 " + (idx + 1) + "번째 이미지'><a href='" + imgSrc + "' target='_blank'><span class='im_zoom ic_zoom'>이미지 확대</span></a></span><span class='small_txt'>" + imgDesc + "</span>"; that.html(inHtml); } else { var imgDesc = that.find(".small_txt").html(); var inHtml = "<span class='zoom_c'><img src='" + imgSrc + "' border='0' hspace='0' vspace='0' width='100%' alt='기사의 " + (idx + 1) + "번째 이미지'><a href='" + imgSrc + "' target='_blank'><span class='im_zoom ic_zoom'>이미지 확대</span></a></span><span class='small_txt'>" + imgDesc + "</span>"; that.html(inHtml); console.log(i) } }) }); </script> </div> <h5>많이 본 뉴스</h5> <div class="news_list"> <dl> <dt class="list_tit"> <a href="https://mkbn.mk.co.kr/m/news/sports/11383771">“첫날부터 뜨거운 열기” 안동시장배 전국3쿠션당구대회’ 개막일 이모저모</a> </dt> </dl> <dl> <dt class="list_tit"> <a href="https://mkbn.mk.co.kr/m/news/sports/11383689">‘하나카드 전성시대’ 올시즌 PBA-LPBA 개인투어 4개 중 2개, 팀리그 1R까지 휩쓸어</a> </dt> </dl> <dl> <dt class="list_tit"> <a href="https://mkbn.mk.co.kr/m/news/sports/11382241">조명우 2연패? 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