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March 24, 2026

🚨 Alpha Signal: LG Energy Solution, Ltd. (373220.KS) 📈 Price Surge 6.0%

🚨 Alpha Bond Signal Alert

Bond Market Analysis

LG Energy Solution, Ltd. (373220.KS) +6.0% at 2026-03-24 09:33 JST from 2026-03-24 09:05 JST

🕒 Time (Local) 🌐 English Summary 📰 Original Headline (linked)
2026-03-13 11:53 KST Herald Economy reports that LG Energy Solution’s Canadian NextStar plant in Windsor increased 2025 sales about 22% and operating profit nearly 400% year-on-year, emerging as a key North American EV and ESS battery earnings driver despite softness at European plants. (v.daum.net) LG엔솔 加공장 영업이익 400% 성장…북미 존재감 확인
2026-03-11 08:20 KST Global Economic writes that LG Energy Solution renewed its long-term cobalt supply agreement with Canada’s Electra Battery Materials, securing exclusive rights to 60% of output from Electra’s Ontario cobalt sulfate refinery through 2029, with a three-year extension option, strengthening a non‑China, IRA‑aligned critical‑minerals supply chain. (g-enews.com) LG엔솔-일렉트라, 코발트 장기 공급계약 갱신…‘탈중국’ 북미 배터리 동맹 강화
2026-03-10 21:14 KST A Reuters-sourced Korean piece on Investing.com notes Electra Battery Materials signed a binding term sheet with LG Energy Solution under which LGES will buy 60% of Electra’s cobalt sulfate production to 2029, with an option to extend to 2032, supporting LGES’s North American EV and ESS growth as cobalt prices have risen over 90% since early 2025. (kr.investing.com) 일렉트라, LG에너지솔루션과 코발트 공급 계약 연장
2026-03-06 10:14 KST Donga Ilbo reports that LG Energy Solution’s fully owned Canadian subsidiary NextStar Energy held a plant completion ceremony in Windsor, Ontario; the site—described as Canada’s first and only large-scale battery factory—is already producing over 1 million EV and advanced ESS cells and is positioned as a core North American production base. (v.daum.net) LG에너지솔루션 캐나다 단독 공장 준공… 북미 배터리 생산 거점 구축
2026-02-06 15:54 KST An official DART filing shows LG Energy Solution decided to acquire Stellantis’s entire 49% stake in joint venture NextStar Energy Inc. for US$100 (vs. US$980m paid-in capital), ending the JV structure and converting NextStar into a 100%-owned subsidiary, consolidating control of a key North American ESS-focused battery platform. (awakeplus.co.kr) 투자판단관련주요경영사항 – 합작법인 NextStar Energy Inc.의 JV 운영 종료를 위한 지분 유상인수 결정
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