Catalyst Event

L & F Co (066970) · Other

From Akros K-Manufacturing 50 Index (AKMNF50)

3/18/2026, 12:00:00 AM

OtherSentiment: Positive

LG Energy Solution has reportedly selected L&F as the primary supplier of ultra-high nickel cathode materials for batteries supplied to Tesla, following the confirmation of a major battery production partnership. This event is expected to have a >10% price impact due to the scale of the partnership, expected.

Korean Translation

LG에너지솔루션이 테슬라에 공급할 배터리의 초고니켈 양극재 주 공급사로 엘앤에프를 선정했다고 보도됨. 이는 LG에너지솔루션과 테슬라 간의 주요 배터리 생산 파트너십이 확인된 데 따른 것이며, 파트너십 규모를 고려할 때 10% 이상의 주가 영향이 예상됨.

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