LGエナジーソリューションは、高エネルギー密度基準を満たさないとして、関連会社LG化学製の正極材をテスラ向けバッテリーに使用しないことを決定した。代わりに、同社はテスラの超高ニッケル電池需要に応えるため競合のL&Fに切り替えている。この変更は、電気自動車需要の一時的な低迷の中でバッテリー材料市場の競争激化を浮き彫りにしている。
LGエナジーソリューションは主要バッテリーサプライヤーとして、テスラ車およびOptimus人型ロボット向けバッテリーから関連会社LG化学の正極材を除外した。この決定は、LG化学がテスラの仕様であるニッケル含有量95%の超高ニッケルに対応できなかったためで、既存の90%ニッケル製品比でエネルギー密度が20%以上高いものだ。
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A joint research team from Nankai University (Tianjin) and the Shanghai Institute of Space Power-Sources has developed a hydrofluorocarbon-based electrolyte for lithium-metal batteries, achieving up to 700 Wh/kg energy density at room temperature—more than double traditional electrolytes—and stable operation down to minus 70°C. Published in Nature on February 27, 2026, the breakthrough promises to double electric vehicle ranges to 1,000 km and has applications in aerospace.
The U.S. government has officially announced an agreement between Tesla and LG Energy to construct a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell factory in Lansing, Michigan, with production starting in 2027. These American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, bolstering the domestic supply chain.
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LG Energy Solution swung to a first-quarter net loss due to weakening global electric vehicle battery demand. The company reported a 944 billion won ($635.8 million) loss, reversing a profit from a year earlier. It plans to expand its energy storage system business for a more balanced portfolio.
Samsung Electro-Mechanics has agreed to a major supply deal with Tesla. The agreement involves FC BGA components worth 16.5 billion dollars for AI6 chips. These chips will support Tesla's self-driving systems and Optimus robot projects.
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Sibanye-Stillwater's Keliber lithium project in Finland has entered production after three years of construction costing over €780 million. The site produces Europe's first domestic battery-grade lithium hydroxide for electric vehicle batteries. CEO Richard Stewart highlighted the company's strategic focus on battery metals during a presentation in Helsinki on April 20, 2026.