POSCO

PKX

Market cap $18.2B

Every new year brings the same ritual. Investors clean the slate, dust off their watchlists, and go hunting for what the market has mispriced.

POSCO Holdings advances its LFP cathode push with a CNGR-FINO JV, approving a Pohang plant set for 2026 build, 2027 output and 50,000-ton capacity.

Highlights: Anson and POSCO have made strong technical and commercial progress on cooperation at the Green River DLE Demonstration Plant, with workstreams advancing positively across all review areas. Cooperation between the parties has strengthened through detailed engineering assessments and senior-level engagement, supporting POSCO's ongoing evaluation of the project.

PKX's pact with Glenfarne advances Alaska LNG with steel supply, 20-year LNG agreement and pre-FID investment fueling project momentum.

Glenfarne's Alaska LNG unit said on Thursday it finalized an agreement to supply 1 million tonnes per annum of liquefied natural gas to South Korean trading firm POSCO International for 20 years from its planned export project.

WASHINGTON--(BUSINESS WIRE)--Alaska LNG and POSCO International announce they have signed definitive agreements finalizing their strategic partnership.

PKX teams up with Factorial to develop all-solid-state battery materials, aiming to boost safety, energy density and next-gen mobility performance.

WASHINGTON--(BUSINESS WIRE)--Alaska LNG and POSCO International announce they have signed definitive agreements finalizing their strategic partnership.

BOSTON--(BUSINESS WIRE)--POSCO Future M and Factorial signed a Memorandum of Understanding for the development of all-solid-state battery technology.

I'm sticking with a 'Buy' rating for POSCO Holdings, as I have a favorable view of its cash management strategy. PKX has generated a huge amount of surplus capital by reorganizing its business portfolio. The firm has recently made some lithium-related investments, which will increase its exposure to the "green transition" theme.