POSCO: Transition to a Holding Company & Business Strategies for 2030 (Seite 14)

[Oginvest]

POSCO Holdings joins TNFD (Taskforce on Nature-related Financial Disclosures) and strengthens ESG management

- The first among Korean non-financial companies. Participation in the development of standards for disclosure of financial information related to biodiversity

- POSCO Holdings takes the lead in protecting the endangered species "Vicuña" near the salt lake of Hombre Muerto in Argentina

SEOUL, South Korea, May 24, 2022 /PRNewswire/ -- POSCO Holdings has joined TNFD (Taskforce on Nature-related Financial Disclosures), which sets standards for biodiversity-related information disclosure.

TNFD is a global consultative body that was officially launched in June last year under the leadership of the United Nations Development Programme (UNDP) and the World Wildlife Fund Inc. (WWF) to establish standards for biodiversity-related information disclosure. Currently, about 420 companies and organizations such as BlackRock and BHP are participating. Among domestic companies, POSCO Holdings is the fourth company to join after several domestic financial companies and is the first among non-financial companies.

By joining the TNFD, POSCO Holdings plans to participate in the development of standards for biodiversity-related financial information disclosure and strengthen biodiversity preservation activities near the business site.

POSCO Holdings is discussing multiple measures with the local government to protect Vicuña, an endangered species that lives near the salt lake of Hombre Muerto in Argentina. Starting this year, POSCO Holdings plans to comply with the TNFD guidelines by regularly inspecting and managing the current status of protection activities for animals and plants near the salt lake while transparently disclosing relevant information to stakeholders.

POSCO is taking the lead in restoring the marine ecosystem through the creation of a sea forest using the artificial reef Triton and participating in the Clean Ocean Volunteer Group activities that collect marine litter. POSCO E&C has been promoting the urban beekeeping business since last year. POSCO International has acquired RSPO (Roundtable on Sustainable Palm Oil), an eco-friendly international certification related to Indonesian palm farms, and strictly complies with standards governing environmental protection and community obligations in all stages of the palm business.

Starting this year, POSCO Group plans to set carbon-neutral and work site safety including biodiversity as its core agenda, and will raise awareness of ESG management and ability to respond to ESG issues through the Group's ESG Council.
https://www.prnewswire.com/news-releases/posco-holdings-join…

[Oginvest]

China's Sinosteel signs $680 mln iron ore mine deal with Cameroon

YAOUNDE, May 20 (Reuters) - Cameroon's government has signed a 420 billion CFA franc ($675.96 million) high-grade iron ore mining deal with a subsidiary of Sinosteel Corporation Limited, as China seeks new sources of the steel-making ingredient.

...

https://m.miningweekly.com/article/chinas-sinosteel-signs-68…

[Oginvest]

Chinese lockdowns halt lithium's record run

LONDON — Slowing demand in China due to COVID-19 restrictions has put the brakes on lithium’s red-hot rally to record highs, but long-term demand from makers of electric vehicle batteries is expected to sustain prices.

....

Bank of America analysts raised their average price for lithium carbonate for this year by 34.2% to $75,829 per tonne, saying prices would be resilient despite higher production in Australia.

Large structural deficits will start to appear from 2030 onwards when demand for renewable energy vehicles surpasses 30% of overall sales, Wood Mackenzie analyst Gavin Montgomery said.

A supply response caused by higher prices will not be enough to plug those gaps, he said.
https://financialpost.com/pmn/business-pmn/chinese-lockdowns…

[Oginvest]

Feststoffbatterien: Posco investiert in ProLogium

Der südkoreanische Stahlkonzern Posco ist eine Kooperation mit dem taiwanesischen Feststoff-Batteriezellhersteller ProLogium eingegangen. Neben einer Investition in ProLogium in nicht genannter Höhe sieht die Vereinbarung die gemeinsame Entwicklung von Komponenten für die Feststoffbatterien von ProLogium vor.

Bei Posco handelt es sich zwar im Grunde genommen um einen Stahlkonzern. Die Posco Holding versucht aber seit einigen Jahren, das Geschäftsmodell zu diversifizieren und investiert daher in die Lieferkette von Batterie-Vorprodukten. Die Tochter Posco Chemical hat bereits einige Werke im Betrieb und im Bau, zudem gibt es wichtige Aufträge – etwa von Ultium Cells, dem Batterie-Joint-Venture von GM und LGES.

Im Falle von ProLogium sieht die Kooperation laut der Mitteilung die Entwicklung von Anodenmaterialien, Silizium-Kathodenmaterialien und Festelektrolyten für Feststoffbatterien sowie den Aufbau einer globalen Lieferkette vor. Details zu den geplanten Entwicklungsarbeiten werden in der Mitteilung von Posco aber nicht genannt – ebenso wenig wie die Summe, mit der sich die Koreaner an dem neuen Partner beteiligen.

ProLogium wurde bereits 2006 gegründet und arbeitet seit 2012 an Feststoffbatterien. Derzeit werden sie noch vorrangig in kleinen Geräten wie Smartwatches eingesetzt. Seit einigen Jahren stehen EV-taugliche Feststoffbatterien im Fokus, weshalb ProLogium in diesem Bereich ebenfalls einige Entwicklungskooperationen geschlossen hat – unter anderem mit Nio, VinFast und Mercedes-Benz. Der deutsche Autobauer hatte sich in diesem Januar mit einem hohen zweistelligen Millionenbetrag an ProLogium beteiligt.
https://www.wallstreet-online.de/nachricht/15457284-posco-ho…

[Oginvest]

Tokyo Steel keeps June product prices unchanged

TOKYO, May 16 (Reuters) - Tokyo Steel Manufacturing Co Ltd 5423.T, Japan's top electric-arc furnace steelmaker, on Monday said it will hold steel product prices steady in June to ensure a hike implemented in the past three months is absorbed by the market.

The company raised prices steel product prices by 2-3% in May from a month earlier to reflect higher materials costs and improving local demand.

For June, prices for steel bars, including rebar, will remain at 102,000 yen ($788) a tonne while its main H-shaped beams will stay at 124,000 yen a tonne.

Panic buying amid a deepening Ukraine crisis has run its course in overseas, the company said in a statement.

Domestic demand, meanwhile, is expected to stay strong, with a series of construction projects to rebuild domestic supply chains, redevelopment projects and plans to build large distribution centres, though inventory for steel sheets is on the rise due to slow automobile production, it added.

Tokyo Steel's pricing is closely watched by Asian rivals such as South Korea's Posco 005490.KS and Hyundai Steel 004020.KS, and China's Baoshan Iron & Steel Co Ltd (Baosteel) 600019.SS.

($1 = 129.3800 yen)
https://www.nasdaq.com/articles/tokyo-steel-keeps-june-produ…

[handwerker22]

so bin mal eingestiegen

um mein depot weiter zu streuen bin ich jetzt bei posco drin,ich stufe sie als rohstoffaktie ein,ich versuche gerade mein depot zu vierteln..in eu-us-ch-asien/indopazifik aktien.der krieg findet hier statt(europa)..und viele andere länder wollen sich gar nicht einmischen und ihr ding durchziehen.somit betrifft es sie nicht unmittelbar wirtschaftlich was sich auch bei den aktien bemerkbar macht.da posco in 3 meiner globalen kategorien vertretten ist und ich im stahlsektor viel potential sehe perfekt.....dazu das kgv!!!ideal

[Oginvest]

Antwort auf Beitrag Nr.: 71.560.521 von handwerker22 am 12.05.22 15:57:42

😎 Beachte auch dies:

Zitat von Oginvest: POSCO Chemical is increasing its battery material production capability after securing a stable supply of lithium, an essential material for producing cathodes for electric vehicle (EV) batteries, the company said, Tuesday.

The company, which produces cathode and anode materials, said it has greatly increased its battery material business competitiveness thanks to POSCO Group's lithium investment.

POSCO Group will secure 93,000 tons of lithium hydroxide per year, which can be used in 2.2 million EVs by 2024. The group's lithium hydroxide plant in Argentina, for which it held a groundbreaking ceremony on March 23, plans to secure an annual production capacity of 50,000 tons by 2024. Also the group's ore lithium plant in Gwangyang, South Jeolla Province, will have an annual production capacity of 43,000 tons as of 2023.

With the supply of lithium produced by POSCO Group, POSCO Chemical will be able to procure all 91,000 tons of lithium needed to produce 225,000 tons of cathode materials annually in 2024. The company said its self-sufficiency rate of lithium is expected to reach 102 percent.

With the explosive growth of EV market, the price of lithium is also soaring. According to the government's data, the lithium price in the global market was increased to 90,000 won per kilogram this month from 16,000 won last March.

Lithium accounts for the largest part when making cathodes; in fact, about 0.46 tons of lithium is needed to produce 1 ton of cathode material.

As POSCO Group is the only global cathode material group that has both lithium mining rights and mass production systems of lithium, POSCO Chemical expects it will have unrivaled business competitiveness in the battery materials business.

"The winner of raw materials will be the winner of the battery materials business," Min Kyung-joon, CEO of POSCO Chemical, said. "Based on our raw material procurement capability, supported by POSCO Group, we will actively promote our materials production capability to global battery companies."

https://www.koreatimes.co.kr/www/nation/2022/03/419_326357.h…

[handwerker22]

posco als globale ergänzung

posco soll der 4t grösste stahlproduzent der welt sein........präsent in korea,indien und usa.das passt für mich..kgv zwischen 3 und 4......wenn sie nun unter 50 euro fallen kauf ich mich mal ein.....stahl ist für mich wie rohstoff....

[Oginvest]

Antwort auf Beitrag Nr.: 71.205.672 von Oginvest am 27.03.22 14:47:10

Zudem:
Last month, Australian mining firm BHP and POSCO agreed to jointly explore technologies to reduce greenhouse gas emissions in integrated steelmaking.

Zitat von Oginvest: Nov 5, 2021 - The MoU will support Vale’s 2035 goal of reducing 15% of Scope 3 emissions, and POSCO's 2050 aim to achieve carbon neutrality.

https://www.mining-technology.com/news/vale-posco-green-stee…

[trick17-2]

Q1

Posco hat ein gutes Q1-Ergebnis vorgelegt.
Erstmals als Holding berichtet.
Hat auch veränderungen Bei Eigenkapitalmenge gegeben.
Da muss sich noch einiges Zurechtruckeln.
Substanz ist extrem gut. KGV von 3. Cashflow sehr schön.
Quartalsdividenden ausreichend.
Mir fehlt der Aktienrückkauf auf dem derzeitigen Kursniveau.

Spannend finde ich, wie es mot CSP in Brasilien weiter geht.
Vale will seinen Anteil verkaufen, Posco könnte aufstocken.
Das Werk hat bisher wenig performt, ist aber neu, also reichlich Potenzial.
Passt aber auch irgendwie nicht in die Posco-Strategie.
Vielleicht verkaufen beide an ArcelorMittal.
Hier würde es hervorragend reinpassen.
Ich erwarte einen Deal in diesem Jahr.
Bei Psoco ist diese Beteiligung offensichtlich kein core.
Posco hat ein MOU mit Vale zur Decarbonisierung unterschrieben.
Da kommt noch was. Die Koreaner sind bei technologischen Entwicklungen nicht zauderlich.

Posco sehe ich technologisch als führend im Stahlsektor an.

Trick17