prediction
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.
A prediction by LG화학. Statements are as reported by the cited publishers — not verified by DecisionGateway.
고객사 얼티엄셀즈의 재고와 생산계획을 고려하면 실제 양산은 1Q27부터 본격화될 전망.
Related claims
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.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 · commitmentLG 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 · prediction향후 2-3년간 CCL 공급 부족이 지속될 것으로 예상되며, LTA를 체결할 경우 공급사에 우호적인 가격 조건을 확보할 가능성이 높다.하나증권 IT 김민경 · predictionAll three ODM companies face a production capacity shortage, and the biggest beneficiary of the current situation is Pump Tech Korea, which can enjoy the industry boom through the normalization of its 4th plant, full operation of its 6th plant, and capacity expansion effects.하나증권 유통/화장품 박종대 · statementBattery production push faces a reality check.The Morning Essential · statement
More claims by LG화학
LG 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.commitmentLG 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.prediction
All claims by LG화학