LG新能源锁定美国产碳酸锂多年供应
LG Energy Solution与Smackover Lithium签订多年供应合同，后者是Standard Lithium与Equinor的合资企业，将向LG新能源供应8000公吨碳酸锂。该供应涉及美国生产的锂材料，与电池供应链相关。
原文深度解读
本文报道了韩国电池制造商LG Energy Solution（LGES）与Smackover Lithium（Standard Lithium与Equinor的合资企业）签署多年期具有约束力的承购协议，后者将在10年内每年向LGES供应8000公吨电池级碳酸锂。该碳酸锂产自美国阿肯色州的South West Arkansas项目，采用直接锂提取（DLE）工艺，旨在满足非PFE要求。LGES在美国拥有七家生产设施，多数已具备LFP电池产能，此次合作将实现从采购到生产的完全本地化供应链。文章发布于2026年9月2日，涉及电子元器件供应链中的电池材料环节。
- Smackover Lithium是Standard Lithium Ltd.与Equinor的合资企业，将向LG Energy Solution供应碳酸锂。
- 供应量为每年8000公吨，合同期限为10年，总计80000公吨。
- 碳酸锂产自美国阿肯色州的South West Arkansas（SWA）项目，符合非PFE要求。
- LGES在美国运营七家生产设施，其中三家为独立站点，多数已具备LFP电池产能。
- Smackover Lithium采用直接锂提取（DLE）和纯化工艺生产碳酸锂，以实现更可持续的供应。
- LGES采购中心负责人Kang Yeol Lee表示，该协议是建立稳固且有韧性供应链的一步，将电池生产和采购带到美国。
供应链影响
- LGES在美国的LFP电池生产可能将获得稳定的本地碳酸锂供应，减少对进口材料的依赖。
- 该协议可能增强LGES在美国市场的供应链韧性，但实际效果取决于SWA项目的投产进度和产能爬坡情况。
- DLE工艺的应用可能降低锂提取的环境影响，但可持续性优势取决于具体运营实践。
- Smackover Lithium的供应能力可能受限于项目开发时间表，因此LGES的供应链稳定性可能取决于项目按时达产。
- 该合作可能影响美国电池材料供应链格局，但具体影响取决于其他厂商的类似协议和市场供需变化。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
© Liviorki
商业 | 2026年9月2日
Evertiq
根据合同，Smackover Lithium（Standard Lithium Ltd.与国际能源公司Equinor的合资企业）将在10年内每年向LG Energy Solution供应8000公吨碳酸锂。
韩国LG Energy Solution（LGES）宣布已与Smackover Lithium签署多年期具有约束力的承购协议，采购电池级碳酸锂。
LGES表示，根据合同，Smackover Lithium（Standard Lithium Ltd.与国际能源公司Equinor的合资企业）将在10年内每年向LG Energy Solution供应8000公吨碳酸锂。
通过该合同，LG Energy Solution将获得产自阿肯色州South West Arkansas（SWA）项目的碳酸锂，从而获得满足非PFE要求的关键正极材料。
该公司在美国运营七家生产设施，其中三家为独立站点，且多数已具备采用LFP化学的电池产能。通过将其强大的美国制造布局与Smackover Lithium的碳酸锂相结合，公司现已拥有从采购到生产的完全整合的本地供应链。
LGES表示，Smackover Lithium的碳酸锂还将采用直接锂提取（DLE）和纯化工艺生产，从而确保更可持续的材料供应。
“我们很高兴与LG Energy Solution达成此协议，LG Energy Solution是全球领先的电池生产商之一，拥有多元化的全球客户群，并在许多充满活力和增长中的行业领域占有一席之地，”Standard Lithium首席执行官David Park表示。“我们期待这是长期互利合作的开始，我们将为LG Energy Solution提供长期、美国本土且可持续生产的电池级碳酸锂供应。”
“我们很高兴开始与Smackover Lithium合作，该协议标志着我们朝着建立稳固且有韧性的供应链迈出又一步，使我们的产品在关键战略市场保持竞争力，”LG Energy Solution采购中心负责人Kang Yeol Lee表示。“通过将电池生产和采购带到美国，我们将为驱动全球储能和电动汽车市场的客户提供有竞争力和可持续的产品。”
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© Liviorki
Business | September 02, 2026
Evertiq
Under the contract, Smackover Lithium, a partnership between Standard Lithium Ltd. and Equinor, an international energy company, will supply LG Energy Solution with 8,000 metric tonnes of lithium carbonate annually over a 10-year period.
South Korea’s LG Energy Solution (LGES) has announced it has signed a multi-year binding offtake agreement with Smackover Lithium for battery-quality lithium carbonate.
Under the contract, Smackover Lithium, a partnership between Standard Lithium Ltd. and Equinor, an international energy company, will supply LG Energy Solution with 8,000 metric tonnes of lithium carbonate annually over a 10-year period, LGES said.
Through the contract, LG Energy Solution will secure lithium carbonate produced from the South West Arkansas (SWA) Project located in Arkansas, thereby obtaining a key cathode material that meets non-PFE requirements.
The company operates seven production facilities in the US, including three standalone sites, and most of them already have established production capacity for batteries utilizing LFP chemistry. By combining its strong US manufacturing footprint with Smackover Lithium’s lithium carbonate, the company now has secured a fully integrated local supply chain from sourcing to production.
Smackover Lithium’s lithium carbonate will also be produced using a direct lithium extraction (DLE) and purification process, thereby ensuring a more sustainable supply of materials, LGES said.
“We are excited to be entering into this agreement with LG Energy Solution, one of the world’s leading battery producers with a diverse and global customer base and a presence in many dynamic and growing industry segments,” said David Park, CEO of Standard Lithium. “We expect this to be the beginning of a long and mutually beneficial partnership whereby we will provide LG Energy Solution with a long-term supply of US-based and sustainably produced battery-quality lithium carbonate.”
“We are pleased to begin this partnership with Smackover Lithium and the agreement marks another step toward establishing a solid and resilient supply chain that keeps our products competitive in key strategic markets,” said Kang Yeol Lee, Procurement Center Leader of LG Energy Solution. “By bringing both battery production and sourcing to the U.S., we will deliver competitive and sustainable products to our customers driving the global energy storage and EV markets.”
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