
LG Energy Solution
Cylindrical cells, 4680, 46-series, EV batteries, energy storage
LG Energy Solution is a South Korean battery maker spun from LG Chem in 2020. It is the world's second-largest EV battery producer, supplying Tesla, GM, Rivian, Mercedes-Benz, and others. Arizona facility ramping 46-series cells spring 2026; LFP energy-storage line on hold since June 2024.
- Supplies 4680-format and 46-series cylindrical cells to Tesla, GM, Rivian, Hyundai, Mercedes-Benz, Ford, Toyota.
- Arizona facility ramping 46-series spring 2026 (36 GWh); LFP energy-storage line (17 GWh) halted June 2024.
- Operates six global production sites; parent LG Chem owns ~79-80% shares (ticker 373220 KRX; 63,499+ battery patents).
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