Exterior view of LG Chem carbon nanotube factory [Photo by LG Chem]
On the 25th, during the Q2 earnings conference call, LG Chem stated, "Considering the growth in demand for battery materials and the competitiveness of Chinese separator manufacturers, we are conducting a comprehensive review of our CAPA expansion plans for the separator business." They added, "We are also re-examining the existing agreements in light of strategic changes by our partner, Japan's Toray."
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