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에코프로비엠·포드와 합작2026년 가동, 연산 4.5만t 美 IRA '핵심광물' 요건 충족 성민석 SK온 최고사업책임자(CCO·왼쪽 다섯 번째)와 주재환 에코프로비엠 사장(열 번째), 포드·캐나다 정부 관계자들이 17일(현지시간) 캐나다 퀘벡주 베캉쿠아시 양극재 합작공장 기공식에서 첫 삽을 뜨고 있다. /에코프로비엠 제공SK온이 배터리 소재 업체 에코프로비엠, 미국 완성차 업체 포드와 함께 1조2000억원을 투자해 캐나다에 양극재 합작공장을 짓는다. 북미에서 배터리 소재 조달 네트워크를 강화해 미국 인플레이션 감축법(IRA)에도 더 수월하게 대응할 수 있게 됐다.3사는 17일(현지시간) 캐나다 퀘백주 베캉쿠아시에서 양극재 공장 건립을 공식 발표했다. 작년 7월 투자의향서(LOI)를 체결한 지 약 1년 만이다.베캉쿠아시 산업단지 내 27만8000㎡(약 8만4000평) 부지에 총 12억캐나다달러(약 1조2000억원)를 투자해 합작공장을 건설한다. 2026년 상반기 가동을 시작하면 연산 4만5000t 규모의 양극재를 생산할 수 있다. 양극재는 배터리 4대 핵심 소재 중 하나로 배터리 성능을 좌우한다. 공장 운영은 에코프로비엠이 지난 2월 설립한 현지 법인 에코프로캠캐나다가 맡고, SK온과 포드는 지분을 투자한다. 캐나다 연방정부와 퀘백 주정부는 총 6억4400만캐나다달러(약 6400억원) 규모의 재정 지원을 약속했다.SK온은 지금도 에코프로비엠으로부터 양극재를 받아 NCM9 배터리를 제조하고 있다. 니켈·코발트·망간(NCM) 가운데 니켈 비중을 90%까지 높여 성능을 극대화한 하이니켈 배터리다. 이 배터리는 포드의 플래그십 전기 트럭 F-150 라이트닝에 장착되고 있다. 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