An eight-year LFP cathode active materials agreement with L&F gives Coreshell access to a non-Chinese supply source. The combination pairs L&F materials with Coreshell's US-sourced metallurgical silicon anode platform for batteries targeting defense, EV, and grid-storage customers under emerging US sourcing requirements.
Snapshot
Agreement - Coreshell Technologies signed an eight-year supply agreement with L&F Co., Ltd.
Material - L&F will provide lithium-iron phosphate cathode active materials.
Supply chain - The agreement gives Coreshell access to a non-Chinese source of LFP.
Applications - The battery platform targets defense, EV, and grid-storage customers.
Compliance - The planned battery supply chain is intended to meet emerging US sourcing requirements.
Purpose - The agreement is designed to provide supply certainty across multi-year procurement programs.
Coreshell Technologies, a United States-based battery technology company, signed an eight-year supply agreement with L&F Co., Ltd. for lithium-iron phosphate cathode active materials on July 10, 2026. The agreement is intended to secure a long-term, non-Chinese source of LFP for Coreshell's battery platform. It covers cathode materials that will be combined with the company's metallurgical-grade silicon anode technology. Coreshell is targeting defense suppliers, mobility OEMs, and energy storage companies that must meet US sourcing requirements.
The agreement addresses the cathode side of Coreshell's planned battery supply chain. Coreshell stated that it already uses metallurgical-grade silicon sourced in the US instead of conventional graphite in the anode. Its proprietary nanomaterials are designed to limit the structural degradation that has historically constrained the use of metallurgical-grade silicon in lithium-ion cells. L&F's LFP cathode active materials will be paired with that silicon-based anode platform to create a full-cell configuration without Chinese minerals or components.
The companies described the combination as a commercially scalable supply-chain option intended to comply with restrictions involving Foreign Entities of Concern. These restrictions affect battery materials and components used in federal programs and other procurement processes. Coreshell said the agreement would close the remaining sourcing gap between its domestic anode materials and the cathode materials required for complete battery cells. The arrangement is also intended to reduce exposure to changes in trade policy, geopolitical disruption, and variable material lead times.
Federal procurement programs administered through the US Department of War and the US Department of Energy have incorporated domestic sourcing conditions into funding and contract eligibility criteria. Private-sector OEMs are also applying similar requirements to purchasing decisions. The eight-year term is designed to give Coreshell supply certainty across multi-year program cycles. The company plans to serve defense, electric vehicle, and grid-storage customers whose procurement processes require documentation of material origin and supply-chain compliance.
Seung-Heon Ryu, CFO of L&F, said the partnership would extend the company's LFP cathode materials into North American defense, mobility, and ESS markets. He also linked the agreement to procurement readiness under changing US requirements, including the National Defense Authorization Act. Jonathan Tan, CEO of Coreshell Technologies, said the agreement completes the material sourcing structure needed for a US-manufactured battery that is free of Chinese minerals and components from the anode through the cathode. He said compliance has become a procurement requirement for customers in defense, EVs, and grid storage.
Coreshell develops batteries that replace graphite with domestically sourced metallurgical silicon. The company is headquartered in San Leandro, California, and works with battery manufacturers, automotive OEMs, and defense customers.