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L&F Co., Ltd. (KOSDAQ: 066970) is a South Korean cathode active material (CAM) producer — one of Korea's top independent cathode suppliers alongside Ecopro BM and POSCO Future M.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
KED Global reported a $2.91bn two-year high-nickel cathode supply deal (Jan 2024-Dec 2025), sized for roughly 300,000 EVs/year; deal value described as equivalent to L&F's full 2022 sales revenue (KRW 3.88tn). No share_pct of a specific period's sales stated in the source.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.