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POSCO Holdings Inc (PKX) reports a rising profit curve with a historic lithium surplus, while navigating Middle East risks and European trade barriers.

POSCO (NYSE:PKX) Holdings reported higher second-quarter earnings as profit improved across its steel, rechargeable battery materials and energy businesses, while its Argentina lithium operation posted its first quarterly operating profit. The company recorded consolidated revenue of KRW 19.3 trill

The fair value estimate for POSCO Holdings has been revised from ₩519,476 to ₩492,300, a trim of about 5.2% that signals a more cautious stance on where the stock might sit relative to intrinsic value. This shift comes alongside fresh analyst commentary that places greater emphasis on POSCO Holdings lithium exposure, updating how some models balance opportunity with risk. Read on to see what is driving these valuation tweaks and how you can keep track of the evolving story around this...

POSCO Holdings Inc. (NYSE:PKX) is one of the stocks set to explode in the next 2 years. On June 11, Anson Resources Limited signed a definitive Demonstration Plant Agreement with POSCO Holdings to build and operate a Direct Lithium Extraction/DLE facility at the Green River Lithium Project in the Paradox Basin, Utah, USA. POSCO will […]

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 Holdings Inc. (NYSE:PKX) is one of the undervalued stocks with high upside potential. On May 21, ReElement Technologies and Posco International formed a $200 million JV to develop the first integrated rare earth separation and permanent magnet production facility in the US. The initiative aims to establish a secure, non-China supply chain for critical […]

Posco Holdings Inc. (NYSE:PKX) is one of the mining stocks with the highest dividends. On June 18, it emerged that Posco Holdings Inc. (NYSE:PKX) has completed the construction of South Korea’s largest electric arc furnace, marking an important milestone in the ongoing transition towards low-carbon steel production. The facility at Gwangyang, South Jeolla Province, boasts […]

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

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.

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

The updated fair value estimate for POSCO Holdings now sits at ₩519,476, compared with the previous ₩436,391, a change of about 19%. This shift lines up with analyst debates around how POSCO’s lithium exposure might shape earnings power and what investors could ultimately be willing to pay for that profile over time. Read on to see how these price target moves fit into the broader narrative and how you can track the story as it develops. Analyst Price Targets don't always capture the full...

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

PKX partners with Molten to develop methane-based graphite anodes, aiming to cut costs and diversify battery material supply chains.

They aim to create an alternative supply chain that connects South Korea materials to U.S. capacity and reduces global dependence on materials from China.

PKX secures silicon anode mass-production tech, targeting next-gen EV batteries with faster charging and higher energy density.

American Resources Corp CEO Mark Jensen joined Steve Darling from Proactive to announce that its affiliated company, ReElement Technologies, has formed a joint venture with POSCO International Corporation to develop an integrated rare earth element and permanent magnet production platform in the United States. Jensen explained that the new joint venture represents an important milestone in strengthening the long-term partnership between ReElement and POSCO International. The collaboration builds upon a commercial offtake agreement announced previously and further reinforces efforts to enhance U.S.–South Korea cooperation in developing resilient supply chains for critical minerals used across national security, clean energy, and advanced technology industries. The companies intend to establish a fully integrated, closed-loop rare earth ecosystem designed to support the full value chain. This includes feedstock sourcing, separation, purification, refining, and permanent magnet manufacturing operations within the United States. The initiative is aimed at reducing dependence on foreign supply chains while helping create domestic capacity for strategically important materials. The partnership combines ReElement’s proprietary chromatography-based separation and purification technologies with POSCO International’s extensive industrial infrastructure, manufacturing capabilities, and global commercial relationships. ReElement’s refining platform is designed to produce high-purity rare earth oxides used across a broad range of sectors including electric vehicles, advanced manufacturing, defense technologies, and industrial applications. Management believes the combination of technical expertise and international industrial scale provides a strong foundation for accelerating deployment and commercialization. The companies also noted that POSCO International brings deep relationships throughout automotive and industrial markets, complementing ReElement’s focus on advanced material science and refining innovation. The joint venture is expected to support an estimated $200 million investment to establish a U.S.-based rare earth refining and permanent magnet manufacturing complex. Final site selection for the facility is currently underway. Development is expected to occur in phases, with initial plans targeting approximately 3,000 metric tonnes per annum of separated rare earth oxides during the first phase, followed by expansion plans that could increase production capacity to approximately 6,000 metric tonnes annually in later stages. Management believes the project represents a meaningful step toward strengthening North American critical mineral independence while supporting long-term demand growth for rare earth materials used in electrification and next-generation technologies. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #ReElementTechnologies #ReElement #RareEarths #CriticalMinerals #POSCO #SupplyChain #CleanEnergy #AdvancedManufacturing #MiningStocks

In April 2026, Entergy agreed to provide long-term electric service to Hyundai Steel and Posco’s new electric arc furnace mill in Donaldsonville, Louisiana, a 1,800-acre project expected to support over 1,300 direct jobs and thousands of additional roles in the region. This large industrial power agreement highlights Entergy’s role as an energy partner for new manufacturing investment in the Gulf South, potentially reinforcing future load and infrastructure planning. We’ll now examine how...

PKX secures stake in Australian lithium mine in a $765M deal, boosting long-term battery material supply and global lithium access.

In other news, Alcoa plans to invest $65 million to expand and upgrade its Norway smelter for recycled content, and FabArc Steel Supply broke ground on its Oxford, Alabama, headquarters.

POSCO (NYSE:PKX) executives said first-quarter 2026 results improved from the prior quarter despite heightened volatility tied to geopolitical tensions, while the company advanced major steel decarbonization projects and outlined a new performance-linked shareholder return framework. Quarterly resu

Lithium prices have risen sharply this year on rising demand from ESS, tighter supply.

POSCO Holdings Inc (PKX) reports significant revenue and profit improvements, driven by strategic shifts and reduced losses in lithium operations.

Asian equities traded in the US as American depositary receipts were declining on Tuesday morning, d

PKX plans India expansion with JSW Steel to build 6M-ton Odisha plant, targeting high-grade steel and boosting global competitiveness by 2031.

STLD and Nucor edged higher early Tuesday after both steel stocks broke out during Monday's regular session ahead of Steel Dynamics' late-day earnings report. Cleveland-Cliffs opened the first-quarter earnings season for the steel sector early Monday morning, signaling an improved outlook. Steel Dynamics' Q1 results showed a surge in earnings with a big assist from Trump tariffs.

PKX speeds up AI factory push as POSCO DX backs domestic NPU tech, aiming to cut GPU reliance and boost real-time, secure manufacturing efficiency.

PKX teams up on anode-free lithium metal batteries, targeting faster charging and up to 50% higher energy density in next-gen tech.

Chinese suppliers play a major role in global artificial graphite supply, but demand is growing for other sources with lower trade risk.