ExxonMobil and LG Chem have signed a non-binding memorandum of understanding (MOU) for a multiyear supply of up to 100,000 metric tonnes of lithium carbonate. The lithium, sourced from ExxonMobil’s proposed Arkansas project, will support LG Chem’s Tennessee cathode facility which is expected to be operational in 2025 and will produce 60,000 tons annually.
Earlier this year in June, ExxonMobil signed a non-binding MoU with SK On to potentially supply up to 100,000 metric tonnes of lithium products to support multiple battery manufacturing facilities in the states. In the U.S., SK On operates two battery plants in Georgia, and plans to build four additional plants through joint ventures with Ford Motor Co. and Hyundai. By 2025, SK On’s annual production capacity in the U.S. is projected to exceed 180 GWh.
![Grafite Artificial Estável Aguardando Alta de Preços, Grafite Natural Permanece Lento [Revisão Semanal do Mercado de Matéria-Prima para Ânodo de Bateria de Lítio SMM]](https://imgqn.smm.cn/usercenter/oVqJl20251217171730.jpg)
![Preços dos eletrólitos subiram esta semana (31/08/2026 a 03/09/2026) [Análise semanal do mercado de eletrólitos para baterias de lítio da SMM]](https://imgqn.smm.cn/usercenter/HySQT20251217171731.png)
!["Temporada de pico em setembro" com oferta e demanda mais apertadas sustenta as condições do mercado; preços de tolling de grafitização aumentaram em toda a linha [Revisão semanal do mercado de matérias-primas para ânodos de baterias de lítio da SMM]](https://imgqn.smm.cn/usercenter/WyqWW20251217171729.jpg)
