Dec 29, 2025 • 포스코그룹 뉴스룸
BULLISH
POSCO Group Expands Humanoid Robots Specialized in Heavy-Duty Industrial Sites
POSCO Group is investing $3 million in US-based industrial humanoid robot company 'Persona AI' to integrate AI technology with robots for heavy-duty industrial sites. This collaboration, primarily led by POSCO DX, aims to enhance productivity and safety by developing humanoid robots capable of replacing high-risk manual processes. Persona AI, co-founded by former NASA and Figure AI engineers, specializes in robots with precision control, multi-axis tactile sensing, and AI control algorithms based on a Robot Foundation Model.
Dec 26, 2025 • ts2.tech
SOMEWHAT-BULLISH
POSCO Holdings Stock (NYSE: PKX) in Focus Ahead of the U.S. Open: Louisiana Green-Steel Bet, Lithium Supply Deals, and What Investors Are Watching
POSCO Holdings (NYSE: PKX) is gaining investor attention due to its dual focus on traditional steel and new energy materials. Key drivers include a significant investment in a Louisiana green-steel project with Hyundai, strategic lithium supply deals, and advancements in battery materials like LFP cathodes and solid-state technology through its affiliate POSCO Future M. The company's Q3 results showed improved steel margins and narrowed battery material losses, contributing to a complex but interesting outlook for investors.
Dec 24, 2025 • ts2.tech
BULLISH
POSCO Holdings Inc Stock (005490, PKX): LFP Cathode JV, US Expansion, and Fresh 2026 Analyst Forecasts on Dec. 24, 2025
POSCO Holdings is diversifying its business beyond steel into battery materials, focusing on lithium resource security and "green steel" initiatives. Key developments include a new LFP cathode joint venture with CNGR, a significant investment in a US electric arc furnace project with Hyundai Motor Group, and a lithium supply deal with Australia's Mineral Resources. Analysts have issued positive forecasts for 2026, with target prices suggesting a substantial rebound for the stock.
Dec 24, 2025 • Yonhap News Agency
BULLISH
POSCO Future M to jointly build cathode plant with Chinese firm
POSCO Future M and China's CNGR Advanced Material Co. are partnering to build a lithium iron phosphate (LFP) cathode materials plant in South Korea, slated for operation by 2027. This initiative responds to the increasing demand for LFP batteries in energy storage systems and entry-level electric vehicles. The plant aims for an annual production capacity of 50,000 metric tons, expanding POSCO Future M's product portfolio beyond its current nickel-cobalt-manganese (NCM) and nickel-cobalt-manganese-aluminum (NCMA) cathodes.
Dec 21, 2025 • ts2.tech
SOMEWHAT-BULLISH
Mineral Resources (ASX:MIN) Stock Update: POSCO Lithium Deal, Onslow Iron Ramp-Up, Debt Path and Latest Forecasts (21 December 2025)
Mineral Resources (ASX:MIN) is navigating a trade-off between strong operational momentum from its Onslow Iron project and new Pilbara projects, and concerns over its balance sheet and governance. The company recently secured a significant lithium joint venture with POSCO Holdings, aiming to reduce debt, and Onslow Iron has achieved major milestones, reaching its nameplate capacity. Despite these positives, MinRes faces ongoing challenges related to its debt levels, lithium price volatility, and regulatory investigations, leading to varied analyst forecasts but overall market confidence in its debt repair and Onslow cash flow narrative.
Dec 19, 2025 • TipRanks
BEARISH
POSCO Holdings Reports Fatal Industrial Accident at POSCO E&C Shinansan Line Site
POSCO Holdings (PKX) reported a fatal industrial accident at its construction subsidiary POSCO E&C's Shinansan Line tunnel project on December 18, 2025, resulting in one death and two injuries. Korean labor authorities have ordered a partial suspension of work and are investigating. The incident may lead to operational disruptions and increased regulatory scrutiny for POSCO E&C.