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Posco Future M utilization seen improving from 2027, Kiwoom says

Kiwoom Securities analyst Kwon Joon-soo said Posco Future M could see plant utilization rise sharply from 2027, citing solid lithium-iron-phosphate cathode materials contract wins through 2H 2026.

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Posco Future M could see plant utilization improve sharply from 2027, Kiwoom Securities’ Kwon Joon-soo said. The analyst said the South Korean battery-material producer’s contract wins for lithium-iron-phosphate cathode materials are expected to remain solid through 2H 2026.