POSCO Secures KRW 1.1T LFP Cathode Supply Deal With SK On

Impact · against what's priced in

POSCO Holdings (PKX) gains a significant catalyst by securing a KRW 1.1 trillion LFP cathode supply deal with SK On. This expands its customer base and revenue predictability for 2027-2029, diversifying its product offering to SK On beyond anode materials.

PKX+0.60

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In context

The KRW 1.1 trillion contract with SK On for 2027-2029 provides a concrete revenue stream and establishes POSCO's first cathode supply relationship with this major battery maker.

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• materials▲400%
• PKX
• batteries
• cathode
• ev
• lfp
• south korea
• supply contract

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