003670.KS in “Cheap Batteries Move Profits Downstream”
Posco Future M Co., Ltd.
POSCO Future M's cathode and anode material capacity is exposed to slower EV growth, customer inventory reductions and pressure on battery-material margins.
003670.KS impact map — “Cheap Batteries Move Profits Downstream”
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Price history, marked with story events
Aug 27, 2025 – Aug 28, 2026 · 244 sessions
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Full story
Cheap Batteries Move Profits Downstream
Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
BEAR side — POSCO Future M's cathode and anode material capacity is exposed to slower EV growth, customer inventory reductions and pressure on battery-material margins.
Read the full Cheap Batteries Move Profits Downstream story