Coreshell Technologies has signed an eight-year supply agreement with L&F Co., securing long-term access to lithium-iron phosphate (LFP) cathode active materials and strengthening its push to build a fully U.S.-compliant battery supply chain.
The deal addresses one of the battery industry's biggest supply chain challenges by giving Coreshell access to one of the largest non-Chinese sources of LFP cathode materials.
The agreement positions the company to supply defense contractors, electric vehicle manufacturers and energy storage companies with batteries designed to meet increasingly stringent U.S. sourcing requirements.
The announcement comes as U.S. policy continues to tighten restrictions on battery materials sourced from Foreign Entities of Concern (FEOCs).
With most global LFP production still concentrated in China, manufacturers face mounting pressure to diversify supply chains and reduce exposure to geopolitical risks, shifting trade policies and supply disruptions.
Coreshell said the agreement enables it to offer a battery platform that is FEOC-compliant at both the anode and cathode level. The company's proprietary nanomaterials allow metallurgical-grade silicon sourced in the United States to perform reliably in lithium-ion batteries, overcoming durability challenges that have historically limited its commercial use.
Paired with L&F's LFP cathode active materials, Coreshell says the combination represents the only verified, commercially scalable full-cell supply chain that is fully compliant from anode to cathode.
The long-term agreement also strengthens Coreshell's position as federal agencies and private-sector customers increasingly prioritize domestic sourcing.
Procurement programs administered through the U.S. Department of War and Department of Energy now incorporate domestic sourcing requirements into funding and contract eligibility, while automotive and energy companies are adopting similar procurement standards.
"We are pleased to partner with Coreshell, whose battery platform is gaining momentum across EV and defense applications," said Sung-Hun Yu, CFO of L&F.
"This agreement demonstrates the growing recognition of L&F's LFP cathode material technology and non-China supply chain competitiveness in North America, while supporting customers' increasing needs for supply stability, regulatory responsiveness, and procurement readiness under evolving U.S. requirements such as NDAA.
"As Coreshell expands into mission-critical energy applications, including defense platforms, we believe this collaboration represents an important opportunity for L&F's LFP cathode materials to extend beyond ESS and support a broader range of mobility and defense-related markets."
"This agreement completes what we've been building toward — a battery manufactured in the U.S. that's fully free of Chinese minerals and components from anode to cathode, and that meets the highest compliance standards available," said Jonathan Tan, CEO of Coreshell Technologies.
"For customers in defense, EVs, and grid storage, supply chain compliance is now a procurement prerequisite, and this deal gives Coreshell the ability to meet that standard at scale."
