macro

L&F Wins 1 Trillion Won Order to Supply LFP Cathode to LG Energy Solution

L&F Co has won a 1 trillion won order to supply LFP cathode to LG Energy Solution and its subsidiary for 2028 to 2031, Reuters reported.

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what happened

South Korea's L&F Co said it has won an order worth 1 trillion won to supply LFP cathode material to LG Energy Solution and its subsidiary. Deliveries are scheduled for 2028 to 2031, according to Reuters.

The report gives no details on pricing, volumes or other terms of the contract.

why it matters

An order of this size gives the cathode maker revenue visibility for several years and shows steady demand from a major battery producer. For broader markets the news is mostly company-specific.

market impact

L&F shares: a large multi-year order supports the company's revenue outlook.

  • L&F shares pressure up — a multi-year 1 trillion won order supports revenue expectations

tags

instruments

L&F CoLG Energy Solution

sources

  1. L&F Co Wins 1 Trln Won Order — Reuters, 3 November 2026 at 01:08 UTC

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