LG Chem 21Q3 ER

• https://seekingalpha.com/article/4461805-lg-chemical-co-ltd-lgclf-management-on-q3-2021-results-earnings-call-transcript
• In general, there is a link between material price and sales price. Not real-time reflection but a natual hedge
• If we look at the overall outlook going into next year, we do believe that lithium prices will continue to be very strong and that the overall supply situation will continue to be -- will be tight. So as a result, we are trying to engage into more long-term supply contracts with our suppliers and also continue to strengthen the partnership that we have with them. In addition, for our customers, because metals are a very important material, we are looking into opportunities to maybe invest to try to stabilize some of these applied and demand dynamics.
• LG chem customers: GM, Hyundai, and Stallentis (Crystler)
• 关于中国的限电，提升了价格，但是的确影响了下游的需求。