Battery separators supplied by Asahi Kasei in the U.S. delivered to Toyota Tsusho Corporation
Asahi Kasei and Toyota Tsusho have formed a strategic partnership for the supply of battery separators to the North American market, with deliveries of coated Hipore separators scheduled to begin by mid-2027.
The partnership, which involves the U.S. subsidiaries of both companies, aims to establish a reliable supply chain for batteries in North America, serving the automotive industry in the region. The agreement grants Toyota Tsusho preferential access to the production capacity of Asahi Kasei's facility in Charlotte, North Carolina, which will be the production source for the battery separators.
While the specific details regarding the contract volume or duration have not been disclosed, the agreement focuses on capacity rights rather than a fixed volume or term, allowing Toyota Tsusho preferential access to Asahi Kasei’s production capacity to support a stable supply chain and efficient utilization of manufacturing resources.
The Charlotte separator plant, which was announced in 2023, is currently under construction. The partnership does not reveal any financial details, such as the cost or revenue of the supply agreement. The objective of the partnership is to stabilize manufacturing capacity utilization and resource usage.
The start of supply is set for mid-2027, but the exact order volumes and contract length remain unspecified in the announced details. The partnership does not disclose the volume or quantity of battery separators to be supplied beyond mid-2027.
The partnership does not specify the duration beyond the start of supply in 2027, but it is expected to contribute to the establishment of a North American battery supply chain, ensuring a stable supply for the industry.
[1] Asahi Kasei and Toyota Tsusho Form Partnership for Battery Separator Supply [2] Asahi Kasei and Toyota Tsusho to Establish Battery Separator Supply Chain in North America [3] Asahi Kasei and Toyota Tsusho Form Partnership for Battery Separator Supply
The strategic partnership between Asahi Kasei and Toyota Tsusho focuses on the energy sector, particularly the automotive industry with regards to battery supply. The agreement provides preferential access to Asahi Kasei's battery separator production capacity in finance, enabling a stable supply chain for the transportation sector. The partnership is anticipated to extend its influence on the North American market, impacting the finance, energy, and automotive industries.
