LG Energy Solution
373220.KSsupplierLG Energy Solution is the world's #2 EV battery maker and a key supplier to GM (Ultium JV), Hyundai, Ford, and Tesla. Its pouch-cell technology is preferred by several major automakers, and its aggressive global factory expansion positions it as a critical non-Chinese battery supplier.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($26.4B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Pouch-format nickel-rich cells for GM, Hyundai, and others
2170-format cells for Tesla and Rivian
Iron-phosphate cells for mass-market EVs
Grid-scale and residential battery storage
Batteries for e-mobility, drones, and consumer electronics
Supply Chain Relationships
Competitors
Macro & Market Context
리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
Upcoming Catalysts
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of LG Energy Solution.
Company Info
Cascade Position
Role in Cascade
mid cap
Typical Delay
1-2 trading days
LG Energy supplies cylindrical cells to Tesla and reads through to broader EV demand across GM, Hyundai, and others.
View Full CascadeSector Overview — EV / 배터리
Sector News리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
Key Themes
- •리튬 가격 52주 저점 — 과잉공급에도 기관은 ALB 집중 매집
- •BYD 가격 전쟁 → 서방 완성차 원가 압박 심화
- •ESS(에너지 저장장치) 수요 급증으로 리튬 중기 회복 전망
Upcoming Catalysts
- ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
- ◆Tesla 배터리 데이 2026