{"id":3313,"date":"2026-05-05T12:57:36","date_gmt":"2026-05-05T12:57:36","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/3313\/"},"modified":"2026-05-05T12:57:36","modified_gmt":"2026-05-05T12:57:36","slug":"posco-strengthens-rare-earth-supply-chain-with-global-expansion","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/3313\/","title":{"rendered":"POSCO Strengthens Rare Earth Supply Chain With Global Expansion"},"content":{"rendered":"\n

POSCO Holdings Inc.\u00a0PKX, through its\u00a0subsidiary\u00a0POSCO International, is advancing a comprehensive strategy to\u00a0establish\u00a0a fully integrated rare earth supply chain. It aims to secure critical materials and strengthen its position in the global electric vehicle (EV) ecosystem. The initiative focuses on building capabilities across the entire value chain, from raw material sourcing to refining and final magnet production.<\/p>\n

The company has launched a KRW 25 billion corporate venture capital (CVC) fund and made strategic investments in rare earth refining technologies to secure stable access to key elements such as dysprosium and terbium, which are essential for high-performance EV\u00a0motors.<\/p>\n

POSCO International is expanding its upstream sourcing network, particularly in Southeast Asia, with projects in countries like Malaysia and Laos to secure a steady supply of rare earth materials, targeting significant scale-up over time.<\/p>\n

The company is also extending its footprint into North America through a partnership to build a rare earth separation and refining facility with an annual capacity of 3,000 tons, expected to begin mass production by 2027. POSCO International plans to\u00a0establish\u00a0a permanent magnet production capacity of 3,000 tons by 2028. This enables\u00a0it to capture more value within the supply chain.<\/p>\n

This multi-regional, vertically integrated approach is designed to enhance supply chain resilience, mitigate geopolitical\u00a0risks\u00a0and align with growing global demand for EV components. POSCO International is strengthening its position as a key player in the rapidly evolving rare earth and electrification landscape through the integration of raw material sourcing with advanced processing and manufacturing.<\/p>\n

Shares of PKX are up 11.8% over the past year against the\u00a0industry\u2019s 6.1% fall.<\/p>\n

\"Zacks 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 Basic Materials space are\u00a0Impala Platinum Holdings Limited\u00a0IMPUY,\u00a0Fortuna Mining Corp.\u00a0FSM\u00a0and\u00a0NEXA Resources S.A.\u00a0NEXA. IMPUY, FSM and NEXA sport a Zacks\u00a0Rank of\u00a0#1 (Strong Buy).\u00a0 You can see\u00a0the complete list of today\u2019s Zacks #1 Rank here.<\/p>\n

The Zacks Consensus Estimate for IMPUY\u2019s current fiscal-year earnings is pegged at $2.12\u00a0per share, indicating a\u00a04,140% year-over-year increase. Shares of IMPUY have jumped\u00a0105.2% over the past\u00a0year.<\/p>\n

The Zacks Consensus Estimate for\u00a0FSM\u2019s current fiscal-year earnings is pegged at\u00a0$1.85\u00a0per share, indicating a\u00a0180.3% year-over-year increase.\u00a0Shares of\u00a0FSM\u00a0have gained\u00a048.6% over the past\u00a0year.<\/p>\n","protected":false},"excerpt":{"rendered":"POSCO Holdings Inc.\u00a0PKX, through its\u00a0subsidiary\u00a0POSCO International, is advancing a comprehensive strategy to\u00a0establish\u00a0a fully integrated rare earth supply chain.…\n","protected":false},"author":2,"featured_media":942,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[380],"tags":[1001,442,465,2904,2905,998],"class_list":{"0":"post-3313","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-posco","8":"tag-consensus-estimate","9":"tag-posco","10":"tag-posco-international","11":"tag-rare-earth","12":"tag-supply-chain-resilience","13":"tag-zacks-investment-research"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/3313","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=3313"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/3313\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/942"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=3313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=3313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=3313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}