Catalyst Event

Samsung Sdi Co Ltd (006400) · Other

From Akros SCHK HK-Korea Power Infrastructure Index (ASHKPOW)

3/24/2026, 12:00:00 AM

OtherSentiment: Positive

Samsung SDI signed a long-term supply agreement with L&F for LFP (lithium iron phosphate) cathode materials, valued at approximately KRW 1.6 trillion over three years starting in 2027. This secures a non-Chinese supply chain for the North American ESS market.

Korean Translation

삼성SDI, 엘앤에프(L&F)와 약 1.6조원 규모의 LFP(리튬인산철) 양극재 장기 공급 계약 체결함. 2027년부터 3년간 북미 ESS 시장을 겨냥한 비(非)중국 공급망을 확보함.

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