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POSCO vs Coking Coal Futures (DCE): why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

POSCO Holdings (005490.KO)

Q3 2026
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

July 2026
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

Latest
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

Coking Coal Futures (DCE) (COKINGCOAL.COMM)

Q3 2026
▲2▼1

Coking coal swings on mine halts, asset sales, and mixed earnings

  • Shanxi mine suspensions cut supply Three Shanxi Coking Coal mines with 8.2 million tonnes of annual capacity halted production in late July as licenses expired. Less coal available supports higher coking coal futures prices, though the company is seeking renewals.

    This is a fresh, large supply cut that directly tightens the coking coal market.

  • Chinese coal demand recovery lifts prices Panjiang Coal swung to a first-half profit as coal demand recovered more than expected and domestic and international coal prices rose together. Stronger demand and higher prices pull coking coal futures up.

    It shows real end-user demand strengthening, a core force behind coking coal prices.

  • Anglo American sells Australian coal assets Anglo American agreed to sell its Australian steelmaking coal assets for up to $3.88 billion before merging with Teck. The sale reduces future coking coal supply, which normally supports prices, but signals a shift away from coal.

    It changes the long-term supply landscape and investor sentiment for coking coal.

  • Earnings show weak prices but falling output Baotailong expects a first-half loss as coal prices and output fell, while Alpha Metallurgical's terminal damage forced shipment delays. Weak prices and disruptions cut both ways, but falling output tightens supply and can support futures.

    It captures the tug-of-war between weak pricing and reduced supply that shapes coking coal's direction.

July 2026
▲2▼1

Coking coal swings on mine halts, asset sales, and mixed earnings

  • Shanxi mine suspensions cut supply Three Shanxi Coking Coal mines with 8.2 million tonnes of annual capacity halted production in late July as licenses expired. Less coal available supports higher coking coal futures prices, though the company is seeking renewals.

    This is a fresh, large supply cut that directly tightens the coking coal market.

  • Chinese coal demand recovery lifts prices Panjiang Coal swung to a first-half profit as coal demand recovered more than expected and domestic and international coal prices rose together. Stronger demand and higher prices pull coking coal futures up.

    It shows real end-user demand strengthening, a core force behind coking coal prices.

  • Anglo American sells Australian coal assets Anglo American agreed to sell its Australian steelmaking coal assets for up to $3.88 billion before merging with Teck. The sale reduces future coking coal supply, which normally supports prices, but signals a shift away from coal.

    It changes the long-term supply landscape and investor sentiment for coking coal.

  • Earnings show weak prices but falling output Baotailong expects a first-half loss as coal prices and output fell, while Alpha Metallurgical's terminal damage forced shipment delays. Weak prices and disruptions cut both ways, but falling output tightens supply and can support futures.

    It captures the tug-of-war between weak pricing and reduced supply that shapes coking coal's direction.

Latest
▲2▼1

Coking coal swings on mine halts, asset sales, and mixed earnings

  • Shanxi mine suspensions cut supply Three Shanxi Coking Coal mines with 8.2 million tonnes of annual capacity halted production in late July as licenses expired. Less coal available supports higher coking coal futures prices, though the company is seeking renewals.

    This is a fresh, large supply cut that directly tightens the coking coal market.

  • Chinese coal demand recovery lifts prices Panjiang Coal swung to a first-half profit as coal demand recovered more than expected and domestic and international coal prices rose together. Stronger demand and higher prices pull coking coal futures up.

    It shows real end-user demand strengthening, a core force behind coking coal prices.

  • Anglo American sells Australian coal assets Anglo American agreed to sell its Australian steelmaking coal assets for up to $3.88 billion before merging with Teck. The sale reduces future coking coal supply, which normally supports prices, but signals a shift away from coal.

    It changes the long-term supply landscape and investor sentiment for coking coal.

  • Earnings show weak prices but falling output Baotailong expects a first-half loss as coal prices and output fell, while Alpha Metallurgical's terminal damage forced shipment delays. Weak prices and disruptions cut both ways, but falling output tightens supply and can support futures.

    It captures the tug-of-war between weak pricing and reduced supply that shapes coking coal's direction.

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