Posco's Lithium Business Likely to Gain From Favorable Pricing Conditions -- Market Talk

Dow Jones05-18

0538 GMT - Posco Holdings' lithium business is likely to benefit from favorable pricing conditions in the coming years, Shinhan Securities' Kwangrae Park and Seunghun Han say. The analysts expect global lithium supply to tighten due to Chinese restrictions on lithium production at mines in Jiangxi province and Zimbabwe's suspension of lithium-concentrate exports. They forecast a surge in revenue and improved earnings this year and next for the Korean steelmaker's overseas lithium subsidiaries, Posco Argentina and Posco Pilbara Lithium Solution. They point to a profit turnaround in March for Posco Argentina and a narrower 1Q loss for Posco Pilbara. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

May 18, 2026 01:38 ET (05:38 GMT)

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They forecast a surge in revenue and improved earnings this year and next for the Korean steelmaker's overseas lithium subsidiaries, Posco Argentina and Posco Pilbara Lithium Solution. They point to a profit turnaround in March for Posco Argentina and a narrower 1Q loss for Posco Pilbara. 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