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Company

LG Energy Solution

LG Energy Solution is a South Korean battery maker and major EV cell supplier, producing lithium-ion batteries through ventures like Ultium Cells with GM.

Known aliases

  • 373220.KS
  • LG Energy
  • LG Energy Solution Ltd
  • LG Energy Solution Ltd.
  • LG Energy Solution North America
  • LG Energy Solutions
  • LGES
  • ЕлДжі Енерджі Солюшн

Current stories

investOne report1 publisher

Hyundai Motor holds seventh place on the KOSPI by 7 trillion won after a 58% fall from June

Hyundai Motor's market value has fallen about 89.8 trillion won since June 1 as the share price lost 58.2%, en.sedaily.com reported. Seventh place on the KOSPI now rests on a lead of about 7.4 trillion won over KB Financial.

Publishers:en.sedaily.com

Reality

Evidence70
Adoption
Not scored
Hype gap
Not scored
Incentives
Not scored
Confidence65
investOne report1 publisher

Posco Future M and L&F sign 8.9 trillion won of LFP cathode supply deals with Samsung SDI and SK On

Posco Future M and L&F have signed about 8.9 trillion won of LFP cathode deals with Samsung SDI and SK On. China makes over 98% of LFP cathode. Of the deals, 8.7 trillion won start in 2027, and Korean costs are untested.

Publishers:koreaherald.com

Reality

Evidence55
Adoption25
Hype gap+20
Incentives
Not scored
Confidence55
investConfirmed5 publishers

US production credit supplies 55% of LG Energy Solution's surprise quarterly profit

LG Energy Solution expects third-quarter operating profit to rise 25.7% to 756 billion won, or 339.1 billion won without US tax credits. Analysts cited by Channel NewsAsia trace the beat to a one-off payment from an automaker that missed its purchase minimums, a sign of weak EV demand.

Perspective Coverage

5 publishers
Builder
Builder 10%
Operator
Operator 34%
Investor
Investor 56%

Reality

Evidence70
Adoption50
Hype gap+30
Incentives55
Confidence70
investConfirmed2 publishers

LG Energy buys four years of Canadian lithium it can steer to storage cells or car batteries

LG Energy Solution will buy 240,000 tons of lithium concentrate from Canada's Elevra Lithium over four years, starting late this year. According to Seoul Economic Daily, the material can be refined for LFP storage cells or high-nickel car batteries, so LG can choose the market later.

Perspective Coverage

3 publishers
Builder
Builder 18%
Operator
Operator 47%
Investor
Investor 35%

Reality

Evidence55
Adoption35
Hype gap+15
Incentives65
Confidence60
investConfirmed3 publishers

LG rides a startup's CubeSat to test five off-the-shelf parts from three affiliates in orbit

LG is flying five components from three affiliates on a startup's CubeSat aboard Nuri, the group's first joint test of its hardware in space. The parts are ground-proven commercial designs, so the flight tests whether existing LG products can serve satellites.

Perspective Coverage

4 publishers
Builder
Builder 38%
Operator
Operator 31%
Investor
Investor 31%

Reality

Evidence62
Adoption8
Hype gap+12
Incentives68
Confidence58
investConfirmed2 publishers

Ultium Cells retools its Tennessee plant for LMR cells pitched at LFP cost with 33% higher energy density

Ultium Cells, GM's venture with LG Energy Solution, will finish retooling its Tennessee plant for LMR cells by 2028, aiming at LFP cost with 33% more density. The plan puts a date on a U.S.-made cell meant to sit between low-cost LFP and energy-dense high-nickel chemistries.

Reality

Evidence55
Adoption8
Hype gap+30
Incentives70
Confidence60
buildOne report1 publisher

Ultium Cells sidelines 1,330 workers at its $2.3 billion Lordstown battery plant

GM and LG Energy Solution's Ultium Cells idled about 480 Lordstown battery workers indefinitely and told 850 more they won't be needed for months. Atlas Public Policy counts about three dollars of US EV and battery projects cancelled last year per new dollar announced.

Publishers:mezha.net

Reality

Evidence58
Adoption22
Hype gap0
Incentives55
Confidence55
buildOne report1 publisher

GM and LG idled 1,330 Lordstown battery jobs in the months after the EV credit repeal

Removing a per-car subsidy left a finished battery plant in Ohio making cells nobody was buying, and the fastest cost its owners could cut was people. The capital had been committed years before the policy changed.

Publishers:mezha.net

Reality

Evidence45
Adoption70
Hype gap+12
Incentives60
Confidence52
investOne report1 publisher

SK hynix sheds 95,000 won at the open as hike odds jump to 86% from 69%

Core CPI at 0.3% for August pushed futures to 86% from 69% on a September Fed hike, and Seoul's open took SK hynix down 5.24% to 1.717 million won. Philadelphia's semiconductor index had closed 1.81% higher on the 11th.

Publishers:en.sedaily.com

Reality

Evidence58
Adoption
Not scored
Hype gap+14
Incentives32
Confidence60
productOne report1 publisher

A national security order makes the cheapest cell in a grid battery the riskiest one

The late-August order bans foreign bulk-power equipment on national security grounds and names battery storage specifically, which puts the cheap Chinese cells behind record US deployment inside a bill of materials that has to be signed before the Department of Energy explains the rules.

Reality

Evidence58
Adoption42
Hype gap−10
Incentives45
Confidence55
productOne report1 publisher

LG's North America boss says large solid-state cells are the problem, and Europe just poured concrete

Robert Lee puts solid-state in phones about ten years before cars. A 12 GWh plant at Dunkirk and Chinese pilot lines due in 2027 are built on the opposite reading.

Publishers:thenextweb.com

Reality

Evidence44
Adoption31
Hype gap+28
Incentives66
Confidence46
investOne report1 publisher

SK hynix just published the price of chip talent: 144 million won for half a year

Average first-half pay at SK hynix rose 23% to 144 million won across 36,042 people. Every hardware employer in Korea now recruits against a number it did not choose.

Publishers:en.sedaily.com

Reality

Evidence58
Adoption27
Hype gap+24
Incentives55
Confidence44
investOne report1 publisher

LG's wheels ship in 2026, its legs get a launch event in 2027

LG will put wheeled CLOiD robots on a Tennessee washing machine line by the end of 2026. The Nvidia-powered bipedal model it announced this week does not even get a public unveiling until Q1 2027.

Reality

Evidence30
Adoption20
Hype gap+30
Incentives70
Confidence35