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Market Impact: 0.35

POSCO Expands Global Battery Materials With Vietnam Facility

PKX
Commodities & Raw MaterialsTrade Policy & Supply ChainAutomotive & EVEmerging MarketsCompany FundamentalsRenewable Energy Transition

PKX will invest KRW357 billion to build an artificial graphite anode plant in Vietnam targeting up to 55,000 tons of annual capacity by 2028. The overseas CAPEX expands the company's battery-materials footprint in Southeast Asia, strengthening EV supply-chain positioning and likely providing modest positive support to PKX's growth and revenue from battery-materials.

Analysis

PKX will invest KRW357 billion to build an artificial graphite anode plant in Vietnam targeting up to 55,000 tons of annual capacity by 2028. The overseas CAPEX expands the company's battery-materials footprint in Southeast Asia, strengthening EV supply-chain positioning and likely providing modest positive support to PKX's growth and revenue from battery-materials.

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moderately positive

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PKX0.35