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🔥 POSCO Holdings: The Endurance Test for Lithium and Questions About a Steel Recovery - 2026.10.26
POSCO Holdings

Onion

October 26, 2026

🔥 POSCO Holdings: The Endurance Test for Lithium and Questions About a Steel Recovery - 2026.10.26

Well now, 🧅 Onion’s back again~! To make sense of POSCO Holdings, we’ve got to start with the stock’s price action. Today’s setup is pretty interesting.

Stock Price: Recent Trend 📈

As of 1:37 p.m., POSCO Holdings was trading at 274,000 KRW, down 1,500 KRW or 0.54% from the previous trading day [1]. The intraday range was between 268,500 KRW and 275,500 KRW [1]. One report also said the stock had continued falling over the past 5 trading days, with its October 23 closing price of 275,500 KRW down 3.7% from the previous day [2]. Closing-market data shows it finished October 26 at ₩269,500, down 2.18%. The numbers alone make this a tough stretch to read, but to me, the market is still figuring out its direction.

Lithium, and Why Invest 5,000,000,000,000 KRW in “White Oil” 🚀

The Maeil Business Newspaper’s “Yes’sseol” live video covered why POSCO Holdings is investing 5,000,000,000,000 KRW in lithium, known as “white oil” [4]. It discussed the physical spin-off and the lithium winter, while also highlighting news of the company’s first lithium profit in 8 years [4]. Steel is running short of cash, so why pour money into lithium? In my words, when the field outside your home dries up, you start cultivating the next one over. But that’s just an analogy—the real question is whether the results will keep coming.

Why Steel and Lithium Are Moving Together ☕

There was news that POSCO Holdings also fell on a day when lithium materials and equipment stocks were dropping across the board [3]. The report’s view is that, since the company operates both a steel business and a secondary-battery materials business, investors need to watch raw material prices, results from materials investments, and the steel industry outlook all at once [3]. The article headline singled out a recovery in steel and lithium as the key [1]. It’s like having two stocks in one basket: if one side wobbles, the other side’s shadow grows longer too.

What Could Open the Door to a Bullish Scenario? 🔥

Seungang Signal TV discussed how POSCO Holdings hit an intraday low amid a sell-off in the stock market sparked by the U.S. [5]. To be clear, though, the outlook in that video is only a third party’s claim and is not information confirmed by the company. Onion thinks the bullish scenario becomes clear if lithium gets breathing room and the steel industry outlook provides support. Add macro tailwinds like a ceasefire or interest rate cuts, and wouldn’t the market applaud~! But this is only a hypothetical, not a certainty, so I’ll be careful how I put it.

Two variables remain. Will the steel industry outlook make up for the gap on the lithium side, and will lithium profits continue beyond a one-off? So here’s the question: will steel catch its breath first, or will lithium stretch its legs first?

📰 Reference News (3)

1

POSCO Holdings at 274,000 KRW, Slightly Weaker… Recovery in Steel and Lithium Is Key - JOBPOST

네이버뉴스 · 2026.10.26

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2

POSCO Holdings Stock Falls Over the Past 5 Trading Days - Joongang Economy News

네이버뉴스 · 2026.10.24

📰 View original
3

Gwangmu and Sebang Battery Hold Up, but Lithium Materials and Equipment Stocks Fall Across the Board

네이버뉴스 · 2026.10.26

📰 View original

📺 Reference Videos (2)

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