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POSCO is targeting an annual production capacity of 182,000 tons...

  1. donnythedealer
    201 Posts.
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    07/06/25
    09:57
    Post #: 79354736
    POSCO is targeting an annual production capacity of 182,000 tons of natural graphite anode materials by 2030.

    Their PSG facility only has an annual production capacity of 37,000 tons.

    They still need our PSG.

    POSCO making FID on their own PSG facility is a strong signal that they are committed to establishing an ex-China PSG supply chain.

    https://hotcopper.com.au/data/attachments/7052/7052034-fdbb74886c4ebe7f410a8d7a7e13af92.jpg
    https://newsroom.posco.com/en/tech-talk-part-3-dreaming-of-independence-in-battery-core-materials-localized-artificial-graphite-anode-material-technology/
    RNU Price at posting: 6.2¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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