LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
BREAKING: LG ENERGY SOLUTION IN TALKS WITH $TSLA FOR HUMANOID ROBOT BATTERY SUPPLY
• LG Energy Solution is actively discussing battery supply and joint development with Tesla and multiple Chinese humanoid robot companies
• Tesla is a key focus, with LG positioning itself as… pic.twitter.com/e0imewreTh
— Tsla Archive (@tesla_archive) January 28, 2026
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
The post LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report appeared first on TESLARATI.
Source: https://www.teslarati.com/lg-energy-solution-pursuing-battery-deal-tesla-optimus-report/
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