LG Energy reported in battery supply talks with major humanoid makers
LG Energy Solution is reportedly pursuing battery supply and joint-development agreements with humanoid makers including Tesla and Chinese robotics firms — six or more global companies, none publicly named. A report, not a signed order book.
LG Energy Solution is reportedly pursuing battery supply and joint-development agreements with several humanoid-robot makers — including Tesla, for Optimus, and multiple Chinese robotics companies — with supply discussions said to involve six or more global firms. No clients have been publicly named, and the report describes negotiations, not signed contracts.
Why it matters
Humanoids need dense, robot-shaped power that EV lines don't produce; LG has shown sulfide solid-state cells designed for robots (anode-free robot cells targeted for 2030) and already supplies Bear Robotics. If the talks convert, batteries become one of the first proven picks-and-shovels trades of the humanoid ramp — a lane Samsung SDI is also chasing.
What to watch
A named customer or firm order — the step that turns this report into a contracted revenue line.
Who's involved
A top-tier global cell maker; developing solid-state and lithium-sulfur chemistries, with production targeted around 2030.
Reader response
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