On paper, 5 gigawatt-hours is just a number. In practice, it is a signal flare.
On Tuesday, February 3, 2026 (Pacific Time), South Korea’s LG Energy Solution said it had signed a contract to supply 5GWh of lithium iron phosphate (LFP) battery cells to Hanwha Qcells USA for utility-scale energy storage projects in the US between 2028 and 2030. The cells will be made at LG’s plant in Holland, Michigan.
The deal is not about a single “mega-project”. It is about a supply line — and the politics now attached to it.
If you want to understand where the American energy transition is heading,
