[Special Stock] Lotte Energy Materi Reassessed as Leader in All-Solid-State Battery Materials... Technology and Production Capacity Up

Lotte Energy Materials is showing strong performance. The news of completing a pilot plant for sulfide-based solid electrolytes appears to be influencing the stock price.

At 10:41 AM on the 5th, Lotte Energy Materials is trading at 43,650 KRW, up 9.95% from the previous day.

Lotte Energy Materials announced that it has completed a pilot plant for producing sulfide-based solid electrolytes, a core material for next-generation all-solid-state batteries, by investing 15 billion KRW in its Iksan 2 plant in Jeonbuk. Solid electrolytes are the key material of all-solid-state batteries, known as the "battery of dreams." They replace the conventional gel-type electrolytes with solid-state electrolytes, enhancing battery safety and energy density.

The plant has an annual production capacity of 70 tons of solid electrolytes and will begin trial operations at the end of this month after completing licensing approvals. Initial samples are planned to be produced by the end of the year.

The sulfide-based solid electrolytes developed by Lotte Energy Materials feature differentiated technological competitiveness, including ▲ high-ion conductivity particle size control technology ▲ moisture stability and high-ion conductivity composition ▲ and various mass production process development capabilities such as dry/wet synthesis.

Lotte Energy Materials plans to provide evaluation samples to domestic and international all-solid-state battery-related companies after trial operation and stabilization phases by the end of this year. If final approval and product supply contracts with customers are confirmed by 2025, the company plans to start expanding production facilities to an annual capacity of 1,200 tons in 2026 and begin full-scale mass production in 2027. The strategy is to offer a total solution for all-solid-state materials by linking with the domestically first-developed 'nickel-plated foil.'

Kim Yeonseop, CEO of Lotte Energy Materials, said, "We have completed preparations for full-scale production of sulfide-based solid electrolytes, which received favorable evaluations from customers since the research institute stage," adding, "Together with nickel-plated foil, the anode current collector for next-generation batteries, we will lead the solid-state market as a materials leader through customer sales."