POSCO Strengthens Lithium Supply Chain Through Agreements in Australia and Argentina
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
0mins
Source: NASDAQ.COM
Investment in Lithium Resources: POSCO Holdings announced a KRW 1.1 trillion investment to secure lithium resources in Australia and Argentina, enhancing its supply chain for the secondary battery materials sector.
Acquisition of Stake: The company plans to acquire a 30% stake in an intermediate holding company under Mineral Resources for approximately $765 million, ensuring stable access to 270,000 tons of lithium concentrate annually.
Expansion of Lithium Portfolio: POSCO is also investing $65 million to acquire shares of Lithium South’s Argentine subsidiary, gaining additional mining rights in a high-grade lithium region.
Market Position and Performance: Despite a 24% year-to-date increase in PKX shares, the company holds a Zacks Rank of #4 (Sell), while other stocks in the Basic Materials sector show stronger rankings and growth potential.
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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.
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- Capital Allocation Strategy: The company emphasizes the importance of capital allocation, aiming to enhance long-term profitability through optimized resource distribution, despite facing short-term revenue challenges.
- Investment Activity: POSCO Holdings acquired a 30% stake in Mineral Resources' Australian lithium unit for $765 million, which not only strengthens its position in the lithium battery materials market but also provides strategic support for the future electric vehicle supply chain.
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