← Vallourec overview

Vallourec vs POSCO: why the prices moved differently

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

Vallourec (VK.PA)

Q3 2026
▲4

Vallourec wins major offshore contracts and expands Brazil insulation capacity

  • Goldman Sachs: AI could make Vallourec a top beneficiary Goldman Sachs said AI and digital tools could cut deepwater oil project timelines from 12 to 7 years and lift returns, naming Vallourec among the strongest beneficiaries. Faster, cheaper projects mean more offshore work and more demand for Vallourec's pipes.

    Explains a new external catalyst that could boost future demand for Vallourec's products.

  • Major Angola contract with Azule Energy Vallourec won a major contract from Azule Energy (Eni and BP) to supply over 26,000 tonnes of seamless line pipes for the Greater PAJ offshore project in Angola, with deliveries in 2027. This adds a large, visible revenue stream.

    A concrete new order that directly supports future revenue and demand.

  • Vallourec exits HKM steel joint venture Salzgitter agreed to buy 100% of HKM, letting Vallourec exit the joint venture. This simplifies Vallourec's portfolio and likely brings in cash proceeds, reducing exposure to a struggling steel asset.

    A capital and portfolio move that improves Vallourec's financial position.

  • Brazil contract and new insulation line Vallourec won an Allseas contract for the Atapu 2 project in Brazil (143 km of pipes) and broke ground on a new Proxxima GDLX insulation line at Serra. The technology helped win the largest line pipe orders ever, strengthening its offshore position.

    Shows growing demand and technology investment that support future orders and pricing power.

August 2026
▲4

Vallourec wins major offshore contracts and expands Brazil insulation capacity

  • Goldman Sachs: AI could make Vallourec a top beneficiary Goldman Sachs said AI and digital tools could cut deepwater oil project timelines from 12 to 7 years and lift returns, naming Vallourec among the strongest beneficiaries. Faster, cheaper projects mean more offshore work and more demand for Vallourec's pipes.

    Explains a new external catalyst that could boost future demand for Vallourec's products.

  • Major Angola contract with Azule Energy Vallourec won a major contract from Azule Energy (Eni and BP) to supply over 26,000 tonnes of seamless line pipes for the Greater PAJ offshore project in Angola, with deliveries in 2027. This adds a large, visible revenue stream.

    A concrete new order that directly supports future revenue and demand.

  • Vallourec exits HKM steel joint venture Salzgitter agreed to buy 100% of HKM, letting Vallourec exit the joint venture. This simplifies Vallourec's portfolio and likely brings in cash proceeds, reducing exposure to a struggling steel asset.

    A capital and portfolio move that improves Vallourec's financial position.

  • Brazil contract and new insulation line Vallourec won an Allseas contract for the Atapu 2 project in Brazil (143 km of pipes) and broke ground on a new Proxxima GDLX insulation line at Serra. The technology helped win the largest line pipe orders ever, strengthening its offshore position.

    Shows growing demand and technology investment that support future orders and pricing power.

Latest
▲4

Vallourec wins major offshore contracts and expands Brazil insulation capacity

  • Goldman Sachs: AI could make Vallourec a top beneficiary Goldman Sachs said AI and digital tools could cut deepwater oil project timelines from 12 to 7 years and lift returns, naming Vallourec among the strongest beneficiaries. Faster, cheaper projects mean more offshore work and more demand for Vallourec's pipes.

    Explains a new external catalyst that could boost future demand for Vallourec's products.

  • Major Angola contract with Azule Energy Vallourec won a major contract from Azule Energy (Eni and BP) to supply over 26,000 tonnes of seamless line pipes for the Greater PAJ offshore project in Angola, with deliveries in 2027. This adds a large, visible revenue stream.

    A concrete new order that directly supports future revenue and demand.

  • Vallourec exits HKM steel joint venture Salzgitter agreed to buy 100% of HKM, letting Vallourec exit the joint venture. This simplifies Vallourec's portfolio and likely brings in cash proceeds, reducing exposure to a struggling steel asset.

    A capital and portfolio move that improves Vallourec's financial position.

  • Brazil contract and new insulation line Vallourec won an Allseas contract for the Atapu 2 project in Brazil (143 km of pipes) and broke ground on a new Proxxima GDLX insulation line at Serra. The technology helped win the largest line pipe orders ever, strengthening its offshore position.

    Shows growing demand and technology investment that support future orders and pricing power.

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.

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