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POSCO Future M (003670) Stock Outlook 2026: Cathode Capacity Race, IRA Eligibility, and China Graphite Risk

POSCO Future M (003670) Stock Outlook 2026: Cathode Capacity Race, IRA Eligibility, and China Graphite Risk

Deep-dive investment analysis of POSCO Future M (KRX: 003670) for 2026: cathode material capacity expansion to 1 million tonnes, LG Energy Solution and Samsung SDI supply contracts worth ~100 trillion KRW, IRA Foreign Entity of Concern graphite risk, Canada mining investments, and valuation considerations for foreign investors in Korean battery materials stocks.

003670 POSCOFutureM KoreanStocks