Coreshell Secures Non-Chinese Battery Supply Chain in Deal with L&F

The deal addresses a major bottleneck in the energy sector as U.S. policy increasingly restricts materials from Foreign Entities of Concern. By pairing L&F’s cathode materials with its own proprietary nanomaterials, which enable the use of domestically sourced metallurgical-grade silicon, Coreshell now offers a fully compliant battery platform. This integration eliminates the structural degradation issues that previously hindered the use of low-cost silicon at scale.

For manufacturers, this supply chain security is no longer optional. Federal procurement programs, including those under the Department of Energy and defense contracts, now mandate strict sourcing criteria. The eight-year term provides the stability required for long-cycle industrial programs, positioning Coreshell to meet the rising demand for non-Chinese energy storage and mobility solutions. L&F CFO Seung-Heon Ryu noted that the partnership reflects the growing necessity for regulatory responsiveness in North American markets, while Coreshell CEO Jonathan Tan emphasized that the agreement completes the company's goal of delivering a fully domestic, compliant battery architecture.