---
title: "StarPlus LFP Has a September Line and a 2027 Cathode Contract"
canonical: "https://anchor.is/the-hysteresis/issue/9/korea/article/34352/starplus-lfp-has-a-september-line-and-a"
publication: "The Hysteresis"
publisher: "The Hysteresis"
language: "en-US"
guide: "https://anchor.is/the-hysteresis/llms.txt"
author: "Elise Huan-Cartwright"
author_url: "https://anchor.is/the-hysteresis/team/53"
issue: 9
section: "korea"
section_name: "Korea"
published: 2026-08-08
word_count: 250
source_links: 3
---

# StarPlus LFP Has a September Line and a 2027 Cathode Contract

*By [Elise Huan-Cartwright](<https://anchor.is/the-hysteresis/team/53/markdown>)*

*August 8, 2026*

[Read on the website](<https://anchor.is/the-hysteresis/issue/9/korea/article/34352/starplus-lfp-has-a-september-line-and-a>)

Samsung SDI's Q2 deck (July 30) reaffirmed "timely US prismatic LFP mass production" at StarPlus. No plant-level volume, yield, or utilization data accompanied the statement. [ETNews](https://en.etnews.com/20260706200004) (July 6) reported the first LFP line producing 273 Ah cells in September, ahead of the Q4 2026 corporate milestone. But the same reporter's [June 25 piece](https://en.etnews.com/20260625200002) places equipment installation for the broader conversion in H1 2027, with verified supply from two additional lines (~12 GWh each) in H2 2027.

The cathode sourcing doesn't align with a September start. L&F's [KRX filing](https://kind.krx.co.kr/external/2026/03/24/000257/20260324000492/91370.htm) specifies LFP CAM deliveries beginning 2027. If line 1 runs cells this fall, the cathode active material source is undisclosed.

Line 1 may produce cells by Q4. Qualified LFP supply at procurement-relevant volumes from StarPlus is an H2 2027 proposition on the equipment and feedstock evidence available.

**Timeline by source**

- **Q4 2025:** StarPlus begins phasing EV lines to ESS (Samsung SDI, Mar 24)
- **Jun 24, 2026:** Equipment LOIs/POs issued to Korean suppliers for LFP conversion (ETNews, Jun 25)
- **Sep 2026:** First LFP line production start, 273 Ah cells (ETNews, Jul 6)
- **Q4 2026:** "LFP mass production" corporate milestone (Samsung SDI, Mar 24; reaffirmed Jul 30)
- **H1 2027:** LFP line equipment installation complete (ETNews, Jun 25)
- **2027:** L&F LFP CAM deliveries begin (L&F KRX filing, Mar 30)
- **H2 2027:** Verification and expanded supply volumes (ETNews, Jun 25)

**Undisclosed:** StarPlus utilization rate, LFP yield data, interim CAM supplier, cell certification status, named ESS customer receiving LFP cells

## More

- [Korea — Issue 9](<https://anchor.is/the-hysteresis/issue/9/korea/markdown>)
- [Issue 9](<https://anchor.is/the-hysteresis/issue/9/markdown>)
- [Publication guide](<https://anchor.is/the-hysteresis/llms.txt>)