[Market Focus] Samsung SDI Shares Rise on $2 Trillion U.S. Battery Supply Deal

On the morning of December 10, 2025, shares of Samsung SDI are showing an upward trend of around 3% on the domestic stock market. This comes in the wake of news that the company has signed a battery supply contract worth 2 trillion won in the United States.

As of 9:52 a.m. on the same day, Samsung SDI's share price is trading at 319,000 won per share, up 2.9% from the previous session. Shortly after the market opened, the increase briefly reached over 6%.

On this day, Samsung SDI announced that its Americas subsidiary, Samsung SDI America (SDIA), has signed a multi-year contract to supply lithium iron phosphate (LFP) batteries for energy storage systems (ESS) with a U.S.-based energy infrastructure development and operations company. The contract is valued at around 2 trillion won, with the supply period set to begin in 2027 and last for approximately three years.

The LFP battery cells that Samsung SDI will supply under this contract will be installed in the SBB 2.0, an integrated ESS battery solution. Through this agreement, Samsung SDI is expanding its portfolio-which has previously focused on ternary batteries-to include LFP batteries, while also steadily increasing its global sales channels for prismatic batteries used in ESS, leveraging its technological competitiveness.