prediction
LG Chem expects 2027 cathode material shipments to more than double versus 2026, driven by expanded supply from projects that began shipping in 3Q this year and full-year reflection.
A prediction by LG화학. Statements are as reported by the cited publishers — not verified by DecisionGateway.
27년 출하량은 26년 대비 2배 이상 증가 예상.
Related claims
LG Chem expects the Tennessee cathode plant to begin full-scale mass production from 1Q27, considering Ultium Cells' inventory and production plans, and aims to agree on mid-to-long-term supply volumes and compensation within the year.LG화학 · predictionLG Chem expects petrochemical oversupply to continue in 2027 despite some global plant closures, and projects about 29 million tons of new capacity additions versus about 8 million tons of closures in Northeast Asia through 2031.LG화학 · predictionLG Chem will exclude low-density LFP from initial commercialization and focus on high-density LFP with differentiated technology and supply chain, targeting about 40,000 tons of supply contracts as high-density LFP demand ramps up in 2028-2029.LG화학 · commitment향후 2-3년간 CCL 공급 부족이 지속될 것으로 예상되며, LTA를 체결할 경우 공급사에 우호적인 가격 조건을 확보할 가능성이 높다.하나증권 IT 김민경 · prediction유럽 내 한국 배터리 출하 부진을 반영해 에코프로비엠의 연간 양극재 출하 전망치를 2026년 6만톤, 2027년 6.8만톤, 2028년 9.9만톤으로 하향 조정하고 목표주가를 112,000원으로 하향한다.하나증권 · commitmentEcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.하나증권 · statement
More claims by LG화학
LG Chem expects the Tennessee cathode plant to begin full-scale mass production from 1Q27, considering Ultium Cells' inventory and production plans, and aims to agree on mid-to-long-term supply volumes and compensation within the year.predictionLG Chem signed a revised license agreement with Rhythm Pharmaceuticals for Bivamelagon on November 3, expanding total contract value from $305 million to $855 million.statementLG Chem expects petrochemical oversupply to continue in 2027 despite some global plant closures, and projects about 29 million tons of new capacity additions versus about 8 million tons of closures in Northeast Asia through 2031.predictionLG Chem decided to use about 20% of after-tax cash proceeds from LG Energy Solution stake sale for shareholder returns, judging its share price significantly undervalued versus intrinsic value.commitmentLG Chem will exclude low-density LFP from initial commercialization and focus on high-density LFP with differentiated technology and supply chain, targeting about 40,000 tons of supply contracts as high-density LFP demand ramps up in 2028-2029.commitment
All claims by LG화학