[E-Daily Reporter JAEMIN SONG ] SAMSUNG SDI CO.,LTD. will supply 16 gigawatt-hours (GWh) of lithium iron phosphate (LFP) batteries to Jupiter Power, a U.S.-based energy storage system (ESS) company. The contract value is estimated to reach several trillion won.

SAMSUNG SDI CO.,LTD. announced on the 16th that its U.S. subsidiary, Samsung SDI America, has signed an LFP battery supply contract with Jupiter Power. Under this agreement, SAMSUNG SDI CO.,LTD. will supply a total of 16 GWh of batteries over a three-year period starting in 2029 for large-scale ESS projects that Jupiter Power is pursuing in the United States.

When combined with the volume of a previously signed contract between the two companies, the cumulative supply volume reaches approximately 27 GWh. Jupiter Power is an energy company headquartered in New York, U.S., and is owned by the global asset management firm BlackRock. It currently holds one of the largest portfolios of ESS project developments in the U.S.

The batteries will be manufactured at the Indiana plant of StarPlus Energy (SPE), a U.S. joint venture between SAMSUNG SDI CO.,LTD. and Stellantis. SAMSUNG SDI CO.,LTD. secured this large-scale supply contract shortly after beginning mass production of LFP batteries at the SPE plant, accelerating its entry into the North American ESS market.

In particular, the company highlights its competitive edge as the only non-Chinese firm in North America to locally manufacture prismatic ESS batteries. It has also begun building a supply chain independent of China by signing LFP material supply contracts with domestic material suppliers such as POSCO FUTURE M and L&F.

SAMSUNG SDI CO.,LTD. is strengthening its market responsiveness by expanding its ESS business portfolio—which had previously focused on ternary batteries—to include LFP batteries. As demand for ESS in North America grows rapidly due to the expansion of AI data centers and the widespread adoption of renewable energy, the company plans to pursue additional orders by leveraging its local production capabilities and stable material procurement.

Fabrice Hurdley, Vice President and Head of the ESS Team at SAMSUNG SDI CO.,LTD.’s Americas subsidiary, stated, “This is a result of the recognition of the competitiveness and supply capabilities of prismatic LFP batteries produced in the U.S.” He added, “We will continue to target the global ESS market based on our differentiated prismatic battery technology and stable supply chain.”

Andy Bowman, CEO of Jupiter Power, remarked, “Securing a stable supply of U.S.-made equipment is central to our project planning and risk management strategy,” adding, “We will strengthen our supply chain competitiveness and stable power supply capabilities through SAMSUNG SDI CO.,LTD.’s U.S.-made LFP batteries.”