POSCO Future M Locks In $4.5B Cathode Pact With Samsung SDI to 2032
The revised 21.25 trillion won agreement swaps high-nickel volume for 380,000 tons of LFP materials to build US-compliant battery…
Company watch
All companies →Posco Future M
Every EAB briefing that touches Posco Future M — capital spending, plants, M&A, earnings and policy exposure. 14 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 10 of 14
- Subject of the briefing
- 11
- Named as exposed
- 4
- Desks
- Batteries & EV (9), Trade & Policy (2), Analysis (1), Energy & Minerals (1), Semiconductors (1)
CATL Surpasses Korean Battery Trio in Markets Outside China
The Chinese cell giant captured 33.7% of non-China electric vehicle battery usage through August 2026 as South Korean competitors…
POSCO Future M signs $4.5B LFP cathode deal with Samsung SDI through 2032
The six-year contract expands Samsung SDI's procurement basket to non-Chinese iron phosphate chemistries while raising aggregate…
Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs
South Korean materials firms accelerate cobalt-free chemistries after non-China market share for domestic cell producers slid…
SK On orders $118 million in LFP cathodes from L&F for storage
The three-year contract represents 7.51% of L&F's 2025 revenue and supplies converted production lines in South Korea and Georgia…
POSCO Future M signs $776M LFP cathode supply deal with SK On
The three-year agreement covers battery cells produced at SK On's Georgia plant for North American energy storage systems,…
POSCO Chairman Urges Australia Critical Minerals Alliance to Diversify SupplyMembers
Chang In-hwa proposed pairing Australian raw materials with South Korean refining during a bilateral summit in Adelaide as POSCO…
Korean cathode makers automate single-crystal calcination lines to secure yields
POSCO Future M, EcoPro BM, and LG Chem deploy enclosed roller hearth kilns and automated material transfer to protect high-nickel…
High-purity hydrogen peroxide supply chains face regional bottlenecks across East Asian fabs [90 characters]
Semiconductor wafer manufacturers in South Korea, Taiwan, and Japan rely on localized ultra-pure chemical purification networks…
China Customs tightens origin documentation for graphite transit shipments
New administrative guidelines mandate verified origin certificates and technical assays for bonded graphite transshipments across…
Korean cathode makers retool production lines for LMFP chemistry as price war spreads
LG Chem, EcoPro BM, and POSCO Future M accelerate manganese-doped phosphate materials to defend mid-tier electric vehicle supply…
South Korea Expands Advanced Battery Tax Credits to Rebalance Domestic Fabs
The revised National Strategic Technology rules raise immediate deductions on next-generation cathode and cell equipment to…
China Tightens Dual-Use Graphite Export Licensing for Anode Supply Chains
Ministry of Commerce reviews stretch to 75 days as overseas battery makers face granular end-user documentation rules for…
Posco Holdings starts direct lithium extraction test runs for Korean cathode lines
The continuous brine-to-hydroxide loop links Argentine extraction to Gwangyang refineries to supply non-FEOC battery materials to…