POSCO Accelerates Lithium Iron Phosphate Business, Aiming for 50,000 Tonnes by 2027
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 29 2025
0mins
Source: NASDAQ.COM
- Market Demand Response: POSCO Future has signed a joint venture agreement with CNGR and FINO to accelerate its lithium iron phosphate (LFP) cathode material business, addressing the rising demand from the energy storage system market, which is expected to significantly enhance the company's market share in this sector.
- Production Plans: The company plans to begin construction of the LFP cathode material plant in Pohang in 2026, with mass production set to start in 2027, targeting an initial capacity expansion to 50,000 tonnes per year, thereby enhancing production capabilities and market competitiveness.
- Technological Collaboration: This partnership is expected to enhance cooperation across production, technology, and marketing, which will improve overall operational efficiency and drive innovation, positioning the company favorably in the rapidly growing lithium battery materials market.
- Production Line Transformation: POSCO also plans to convert part of its existing high-nickel cathode material production lines at its Pohang plant to LFP production lines, with initial LFP supply targeted for the second half of 2026, thereby diversifying its product lines and increasing market adaptability.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on PKX
About PKX
Posco Holdings Inc, formerly Posco, is a Korea-based company principally engaged in the manufacture and distribution of steel products. The Company operates its business through four segments. The Steel segment produces and sells steel products such as hot rolled steel, cold rolled steel, stainless steel, among others. The Trading segment engages in the global trade, including the export and import of steel products. The Engineering and Construction (E&C) segment plans, designs and builds industrial plants, civil engineering projects, commercial and residential buildings. The Other segment is engaged in the power plants, information and communication related services and other businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
POSCO Holdings to Announce FY Earnings on January 29
- Earnings Announcement: POSCO Holdings is set to release its FY earnings report on January 29 before market open, drawing significant attention from investors regarding its performance in the current economic climate.
- Earnings Expectations: The consensus EPS estimate stands at $3.81, with revenue expectations at $50.18 billion, indicating a cautious outlook from investors regarding the company's future growth potential.
- Estimate Revisions: Over the past three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates have faced 18 downward revisions, reflecting market concerns about POSCO's future performance.
- Strategic Partnership: Recently, POSCO acquired a 30% stake in Mineral Resources' Australian lithium unit for $765 million, highlighting its strategic positioning in the lithium battery materials sector to enhance competitiveness in the growing renewable energy market.
Continue Reading
POSCO Holdings Reports 39.4% Decline in FY2025 Net Income
- Net Income Decline: POSCO Holdings reported a net income of 660 billion won for FY2025, a significant 39.4% decrease compared to the previous year, indicating a notable weakening in profitability that may impact investor confidence moving forward.
- Operating Income Pressure: The pre-tax income from continuing operations was 1.11 trillion won, down 11.2% year-over-year, reflecting pressure on core business profitability that may necessitate strategic adjustments to address market challenges.
- Revenue Decrease: Operating income for FY2025 was 1.83 trillion won, a 15.7% decline, suggesting difficulties in sales and market demand that could hinder overall business growth prospects.
- Sales Drop: FY2025 sales totaled 69.09 trillion won, down 5.0% from last year, highlighting intensified market competition and weak demand, which may prompt the company to reassess its market strategies to regain growth.
Continue Reading