![\"Zacks](\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/05\/bd3324b06b9b3ac550ec79f14c2be873.jpeg\")
Zacks Investment Research <\/p>\nPOSCO Holdings Inc.\u00a0PKX is advancing its battery materials strategy through its subsidiary POSCO Future M. The company\u00a0is developing natural graphite anode materials using methane gas as an alternative carbon source.<\/p>\n
POSCO Future M recently signed a memorandum of understanding (MOU) with U.S.-based Molten for jointly developing key raw materials for natural graphite anode material. The company is specifically\u00a0leveraging\u00a0Molten\u2019s methane-based graphite production technology, where methane is thermally decomposed at\u00a0high temperatures\u00a0into hydrogen and solid carbon. This solid carbon can then be engineered into high-purity graphite suitable for lithium-ion battery anodes.<\/p>\n
This initiative aims to replace conventional coal\u00a0and petroleum-based feedstocks with methane, enabling a cleaner and potentially more cost-efficient production process for lithium-ion battery anodes.\u00a0The process reduces reliance on carbon-intensive inputs and avoids many of the emissions associated with traditional graphite production methods.<\/p>\n
The use of methane is expected to significantly lower the carbon intensity of graphite production while improving scalability, aligning with the rising demand for sustainable EV battery supply chains. The approach could also enhance cost competitiveness given methane\u2019s relative abundance and stable supply compared with traditional raw materials. It supports efforts to diversify supply chains away from China-dominated graphite markets.<\/p>\n
The project aligns with POSCO\u2019s ambition to build a fully integrated battery materials ecosystem spanning raw material sourcing,\u00a0refining\u00a0and advanced material manufacturing. Innovations such as methane-based graphite production position POSCO Future M to strengthen its role in next-generation anode technology.<\/p>\n
Shares of PKX are up 12.5% over the past year against the\u00a0industry\u2019s 4.1% fall.<\/p>\n
Zacks Investment Research <\/p>\n
Image Source: Zacks Investment Research<\/p>\n
PKX\u00a0Zacks Rank & Key Picks <\/p>\n
PKX\u00a0currently carries a Zacks Rank of #3\u00a0(Hold).<\/p>\n
Some better-ranked stocks in the\u00a0Basic Materials\u00a0space are\u00a0DuPont de Nemours, Inc.\u00a0DD,\u00a0Compass Minerals International, Inc.\u00a0CMP\u00a0and\u00a0Carpenter Technology Corporation\u00a0CRS. DD and CMP sport a Zacks Rank of #1 (Strong Buy), while CRS carries a Zacks Rank of #2 (Buy). You can see\u00a0the complete list of today\u2019s Zacks #1 Rank stocks here.<\/p>\n
The Zacks Consensus Estimate for DD\u2019s current fiscal-year earnings\u00a0stands\u00a0at $2.28 per share, reflecting a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average\u00a0earnings surprise being 6.5%.<\/p>\n","protected":false},"excerpt":{"rendered":"POSCO Holdings Inc.\u00a0PKX is advancing its battery materials strategy through its subsidiary POSCO Future M. The company\u00a0is developing…\n","protected":false},"author":2,"featured_media":2886,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[380],"tags":[2575,475,2573,1001,442,2574,998],"class_list":{"0":"post-2885","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-posco","8":"tag-anode-material","9":"tag-battery-materials","10":"tag-carbon-intensity","11":"tag-consensus-estimate","12":"tag-posco","13":"tag-raw-materials","14":"tag-zacks-investment-research"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/2885","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=2885"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/2885\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/2886"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=2885"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=2885"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=2885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}