Clarification on Reports of First LFP Supply Agreement with LG Energy Solution (Unconfirmed)
Original: 풍문또는보도에대한해명(미확정)
Summary
L&F has issued an unconfirmed clarification disclosure in response to a MoneyToday report dated October 14, 2026, which claimed the company signed its first LFP cathode supply contract with LG Energy Solution. The company acknowledges it is in active discussions with the customer regarding LFP supply, but states that no specifics have been formally confirmed as of the disclosure date. L&F has committed to re-disclosing confirmed details within one month, by November 13, 2026. If ultimately confirmed, this would represent a meaningful strategic expansion for L&F into the LFP cathode segment, which it has not historically supplied at scale.
Full Translation
Clarification on Rumor or Report (Unconfirmed)
1. Content of the Rumor or Report
LG Energy Solution – L&F: First LFP Supply Agreement
2. Media Source
MoneyToday
3. Date of Rumor or Report
October 14, 2026
4. Clarification of the Rumor or Report
- This disclosure is an unconfirmed clarification regarding the article titled 'LG Energy Solution – L&F: First LFP Supply Agreement,' published by MoneyToday on October 14, 2026.
- The Company is currently in discussions with its customer regarding the aforementioned LFP supply; however, as of the time of this disclosure, no specific matters relating to the conclusion of a contract have been confirmed.
- The Company will re-disclose at the time specific details are determined, or within one month.
(Disclosure Officer) CFO Yoo Seung-heon
5. Scheduled Re-disclosure Date
November 13, 2026
※ Related Disclosures
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