A growing controversy surrounding planned factories by battery giants Samsung SDI and CATL has spilled over into the realm of South Korean professional soccer, with fans at a recent Gyeonggi FC match displaying banners protesting the developments. The protests highlight mounting local concerns over environmental impact and potential disruption to the region, adding another layer to a complex industrial debate.
The core of the dispute centers on the construction of manufacturing facilities intended to bolster South Korea’s position in the rapidly expanding electric vehicle (EV) battery market. Samsung SDI is planning expansion, while CATL, a Chinese battery manufacturer, is likewise seeking to establish a significant presence. Although, residents near the proposed sites are voicing strong opposition, fearing negative consequences for their communities. The situation underscores a broader trend of Korean battery makers shifting their focus towards lithium iron phosphate (LFP) batteries, driven by the growth of the energy storage system (ESS) market and the demands of artificial intelligence data centers, as reported in the Korea JoongAng Daily on December 10, 2025.
Protests at Gyeonggi FC Match
During a recent K League 1 match featuring Gyeonggi FC, supporters unfurled banners with slogans including “Stop destroying the city,” signaling a direct link between the factory controversy and local sentiment. While details surrounding the specific grievances fueling the protest remain localized, the demonstration underscores a rising tide of opposition to the industrial projects. The banners represent a visible escalation of concerns that have been simmering within the community for some time.
Samsung SDI and CATL: A Growing Market Presence
Samsung SDI, a major player in the battery industry, continues to expand its global network, with a focus on research and development, particularly in Europe according to their official global network page. The company’s move towards LFP battery production is part of a broader industry trend, as manufacturers seek to capitalize on the growing demand for energy storage solutions. CATL, meanwhile, is aggressively expanding its international footprint, aiming to become a dominant force in the global EV battery supply chain.
The shift towards LFP batteries by companies like LG Energy Solution, Samsung SDI, and SK On is largely attributed to the increasing demand from the energy storage system (ESS) market. Market research firm SNE Research projects substantial growth in this sector, forecasting an increase from 235 gigawatt-hours in 2024 to 618 gigawatt-hours in 2035 – a rise of over 250 percent.
Environmental and Community Concerns
The primary concerns raised by residents center on the potential environmental impact of the new factories. These include worries about air and water pollution, increased traffic congestion, and the disruption of local ecosystems. Specific details regarding the nature of these environmental concerns are still emerging, but the protests suggest a deep-seated fear that the economic benefits of the factories will not outweigh the potential costs to the community. The protests also reflect a broader anxiety about the rapid industrialization of the region and its impact on quality of life.
Industry Trends and the Rise of LFP Batteries
The move by major Korean battery makers to invest in LFP battery production represents a significant shift in strategy. Traditionally, these companies have focused on high-performance nickel cobalt manganese (NCM) batteries. However, LFP batteries are gaining popularity due to their lower cost, improved safety, and longer lifespan. This transition is being driven by the growing demand for ESS, which are increasingly used to store energy from renewable sources and support the expansion of AI data centers. LG Energy Solution has already begun manufacturing LFP batteries in China, Michigan, and will soon expand production to Poland, demonstrating the industry’s commitment to this technology.
SK On’s LFP Production Plans
SK On is also joining the LFP battery production race, with plans to partially convert a production line at its SK Battery America plant in Georgia to manufacture LFP batteries for ESS starting in the second half of next year. This move further solidifies the industry’s commitment to diversifying its battery portfolio and meeting the growing demand for LFP technology.
Looking Ahead
The controversy surrounding the Samsung SDI and CATL factories is likely to intensify as construction progresses. Local residents are expected to continue their protests and advocacy efforts, seeking greater transparency and mitigation measures to address their concerns. The situation will be closely watched by other communities considering similar industrial projects, as it sets a precedent for how environmental and social concerns are balanced against economic development. Further updates on the factory projects and community response are expected in the coming months, with potential legal challenges and negotiations between stakeholders.
What do you think about the balance between industrial development and community concerns? Share your thoughts in the comments below, and please share this article with others who may be interested in this important issue.
