POSCO Secures KRW 1.1T LFP Cathode Supply Deal With SK On

POSCO expands its LFP cathode business with a KRW 1.1 trillion SK On deal, targeting rising demand and broader battery material growth.

Zacks Investment Research • Oct 7, 2026

POSCO Holdings: A Resource Conglomerate Still Priced Like A Distressed Steel Mill

POSCO Holdings is evolving into a diversified 'triple-core' resource company, with lithium, gas, and trading arms now contributing meaningfully to profits. PKX trades at a 78.6% discount to sector median P/B, with a forward P/E of 8.99x and EV/EBITDA of 5.75x, reflecting deep undervaluation. Asset recycling funds growth in lithium and international steel, while anti-dumping tariffs and localization strategies protect and expand core earnings.

Seeking Alpha • Sep 30, 2026

POSCO Holdings: Positive On Corporate Realignment Moves And Promising Near-Term Outlook

POSCO Holdings (PKX) remains a Buy, following my assessment of its latest corporate developments and 2H2026 prospects. PKX is accelerating subsidiary stake reductions, targeting ₩3.5T in total proceeds for reinvestment and shareholder returns. I project that 2H2026 operating profit will rise at least 30% YoY matching that of 2Q26, supported by steel pricing tailwinds, and improving lithium business profitability.

Seeking Alpha • Sep 29, 2026

POSCO to Boost Automotive Steel With New Galvanizing Plant

PKX is investing KRW 480 billion in a new Gwangyang plant to expand premium automotive steel capacity with AI, robotics and lower-carbon tech.

Zacks Investment Research • Sep 22, 2026

Lithium Miners News For The Month Of September 2026

China's lithium carbonate spot prices and spodumene spot prices were significantly lower the past month. Lithium market news - China's biggest lithium mine (CATL's Jianxiawo Mine) loses its license and is back on care and maintenance. Why has Benchmark flipped 2027 lithium from Surplus to Deficit? Lithium miner news - Ganfeng Lithium swings to profit in H1 2026 as revenue nearly triples. Tianqi Lithium's profit surges 49-fold in H1 as revenue soars 153%.

Seeking Alpha • Sep 22, 2026

Zacks Industry Outlook Grupo Cibest, POSCO, Griffon and GPGI

Grupo Cibest, POSCO, Griffon and GPGI have been highlighted in this Industry Outlook article.

Zacks Investment Research • Sep 16, 2026

4 Diversified Operations Stocks to Consider on Promising Industry Trends

The Zacks Diversified Operations industry benefits from solid momentum in the manufacturing sector and aerospace and defense markets. CIB, PKX, GFF and GPGI are some notable stocks in the industry.

Zacks Investment Research • Sep 15, 2026

4 Value Stocks to Buy as Oil Surge Fuels Fed Rate Hike Fears

Unlock your portfolio value by investing in high earnings yield stocks like Ternium, Halozyme, POSCO and Talos Energy.

Zacks Investment Research • Sep 15, 2026

Australia's Santos signs two separate LNG agreements with POSCO Steel and Western LNG

Australia's Santos said on ​Tuesday it had signed a liquefied natural ‌gas (LNG) supply agreement with POSCO Steel and a purchase agreement with Western LNG.

Reuters • Sep 15, 2026

Building Together: HYUNDAI-POSCO Louisiana Steel Marks a Major Milestone, Welcomes Nearly 700 Residents to Community Day

$5.8 billion steel mill project marked with ceremonial event on September 4, followed by Community Day celebration two days later  Sequential events demonstrate HPLS's commitment to manufacturing investment and community partnership Community Day featured live music, interactive activities, cultural exchanges bridging Louisiana and Korea DONALDSONVILLE, La., Sept. 9, 2026 /PRNewswire/ -- Just days after marking its $5.8 billion steel mill project launch with a ceremonial event on September 4, HYUNDAI-POSCO Louisiana Steel (HPLS) demonstrated its commitment to community partnership by hosting a celebration on September 6 that drew nearly 700 Donaldsonville residents.

PRNewsWire • Sep 9, 2026