POSCO Q2 Earnings Call Highlights

Impact · against what's priced in

POSCO is seeing a critical turnaround in its battery materials and lithium segments, providing a fundamental catalyst for valuation expansion. The return to profitability in Argentina and the broader battery materials business, alongside strategic green steel investments, suggests a shift from operational risk to growth execution.

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In context

The battery materials business returned to an operating surplus for the first time in nine quarters, and the Argentina lithium operation achieved its first-ever quarterly profit with a 160% sequential increase in sales volume.

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• earnings
• energy
• PKX
• argentina
• battery materials
• carbon tax
• commodities
• electric arc furnace
• lithium
• south korea
• steel