POSCO

PKX

Market cap $15.6B

PKX targets KRW 187T revenues by 2035 with a major lithium expansion, strategic minerals and energy push to reshape growth beyond steel.

PKX debuted in global bond markets with a $500M U.S. dollar offering that drew $2B in orders, highlighting strong investor demand despite market volatility.

Posco (PKX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

PKX completed South Korea's largest electric arc furnace, a key step in its low-carbon steel strategy and 2050 carbon-neutrality goal.

World Cup season is a good reminder to look abroad: Several single-country and regional markets returned more than 40% last year vs. the S&P 500's 17.9%. The Kospi has nearly doubled in 2026, while policy shifts in Europe and Japan are creating tailwinds for local equities. International stocks can diversify a concentrated U.S. market, benefit from a weaker dollar, and tap into powerful secular growth catalysts abroad.

POSCO expands EV materials efforts with a 10-organization R&D project to develop high-efficiency electrical steel for drive motors.

POSCO becomes the first Korean company to pursue commercial-scale DLE demonstration in the United States, targeting a 2027 demo plant and 2028 rollout.

Binding Demonstration Plant Agreement executed with POSCO Holdings for the Green River Lithium Project, Utah, USA POSCO to lead the project at its own expense including the design, construction and operation of its proprietary Direct Lithium Extraction ("DLE") Demonstration Plant. POSCO to pay ~AUD $7.2 million (USD $5.2 million) facilitation fee to Anson.

PKX's subsidiary, POSCO DX and NC AI are developing a Physical AI robot foundation model to power autonomous industrial robots in dynamic workplaces.

PKX and ReElement are set to invest $200M in a U.S. rare earth plant, targeting EV, robotics and AI supply chains by 2028.