Posco Future M May Post Strong 3Q Cathode Shipments -- Market Talk

Dow Jones

Sep 29

0317 GMT - Posco Future M may post strong 3Q cathode shipments, Nomura analyst Cindy Park writes in a note. The South Korean battery-material supplier's cathode shipments may have nearly doubled on quarter for the July-September period partly from strong sales to battery makers and car-manufacturing clients, Park says. This comes amid the Trump administration's termination of a government subsidy in 3Q likely pushing forward demand for electric vehicles in the U.S. Profitability at the company's cathode business likely improved in 3Q thanks to a reversal of inventory valuation loss amid higher lithium prices and higher utilization rates of its precursor plant in South Korea, she adds. (kwanwoo.jun@wsj.com)

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September 28, 2025 23:17 ET (03:17 GMT)

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The South Korean battery-material supplier's cathode shipments may have nearly doubled on quarter for the July-September period partly from strong sales to battery makers and car-manufacturing clients, Park says. This comes amid the Trump administration's termination of a government subsidy in 3Q likely pushing forward demand for electric vehicles in the U.S. Profitability at the company's cathode business likely improved in 3Q thanks to a reversal of inventory valuation loss amid higher lithium prices and higher utilization rates of its precursor plant in South Korea, she adds. 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The South Korean battery-material supplier's cathode shipments may have nearly doubled on quarter for the July-September period partly from strong sales to battery makers and car-manufacturing clients, Park says. This comes amid the Trump administration's termination of a government subsidy in 3Q likely pushing forward demand for electric vehicles in the U.S. Profitability at the company's cathode business likely improved in 3Q thanks to a reversal of inventory valuation loss amid higher lithium prices and higher utilization rates of its precursor plant in South Korea, she adds. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 28, 2025 23:17 ET (03:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PKX","symbol_name":"浦项钢铁","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2571877594","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2571877594","pubTimestamp":1759115820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0317 GMT - Posco Future M may post strong 3Q cathode shipments, Nomura analyst Cindy Park writes in a note. The South Korean battery-material supplier's cathode shipments may have nearly doubled on quarter for the July-September period partly from strong sales to battery makers and car-manufacturing clients, Park says. This comes amid the Trump administration's termination of a government subsidy in 3Q likely pushing forward demand for electric vehicles in the U.S. Profitability at the company's cathode business likely improved in 3Q thanks to a reversal of inventory valuation loss amid higher lithium prices and higher utilization rates of its precursor plant in South Korea, she adds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PKX":"浦项钢铁","BK4212":"包装食品与肉类","BK4006":"钢铁","POST":"Post Holdings"},"translate_title":"Posco Future M可能第三季度阴极出货量强劲——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"POST":1.5,"PKX":1.5},"content_text":"0317 GMT - Posco Future M may post strong 3Q cathode shipments, Nomura analyst Cindy Park writes in a note. The South Korean battery-material supplier's cathode shipments may have nearly doubled on quarter for the July-September period partly from strong sales to battery makers and car-manufacturing clients, Park says. This comes amid the Trump administration's termination of a government subsidy in 3Q likely pushing forward demand for electric vehicles in the U.S. Profitability at the company's cathode business likely improved in 3Q thanks to a reversal of inventory valuation loss amid higher lithium prices and higher utilization rates of its precursor plant in South Korea, she adds. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 28, 2025 23:17 ET (03:17 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}