Coreshell Technologies Secures Battery Material Supply Outside China
Coreshell Technologies has signed an eight-year supply deal with South Korea's L&F for lithium iron phosphate cathode materials, eliminating reliance on China.
San Leandro, Calif. – July 10, 2026 – Battery technology company Coreshell Technologies announced an eight-year supply agreement with L&F Co., Ltd for a long-term supply of lithium iron phosphate (LFP) cathode active materials. The deal addresses a critical bottleneck in battery production, granting Coreshell access to one of the largest non-Chinese sources of LFP and enabling a supply chain compliant with U.S. requirements for defense contractors, OEMs, and energy storage customers.
As U.S. policy increasingly restricts battery materials sourced from Foreign Entities of Concern (FEOCs), manufacturers face growing pressure to establish FEOC-free supply chains. Currently, the overwhelming majority of LFP is produced in China, exposing manufacturers to geopolitical disruptions and supply chain uncertainties.
With this agreement, Coreshell can offer customers a FEOC-compliant battery platform at both the anode and cathode level. The company's proprietary nanomaterial technology allows domestically sourced metallurgical silicon to perform reliably in lithium-ion batteries. Combined with L&F's LFP cathode materials, this constitutes a verified, fully compliant supply chain combination available at a commercial scale.
Federal and private sector procurement criteria increasingly emphasize domestic sourcing. The eight-year agreement with L&F provides Coreshell with the supply certainty needed to reliably serve customers across multi-year program cycles.