Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
2024年7月13日 - 12:28AM
Edgar (US Regulatory)
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF
FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR
15D-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of July, 2024
Commission File Number: 1-13368
POSCO HOLDINGS INC.
(Translation of registrants name into English)
POSCO Center,
440 Teheran-ro, Gangnam-gu, Seoul, Korea, 06194
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
Notice of the Future Business or Management Plans (Fair Disclosure)
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ø The following is a future
plan, which may be subject to change. |
1. Future Business Plans |
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Turning the chasm into opportunities, POSCO Holding plans to complete a full value chain, boost business competitiveness and take the lead in the
next-generation battery market |
2. Details of plan and activity schedule |
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Purpose |
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To provide an explanation on POSCO Groups Li-ion battery materials business
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Details of plan
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☐ The Revenue Target for Li-ion Battery Material Business in 2026
- KRW 11 trillion (Based on aggregated basis, before Inter-Company Transaction
Adjustment) ☐ Production Plans for Major Li-ion Battery Materials in 2026 (in thousand tons )
- Lithium : 96 thousand tons
- Nickel : 48 thousand tons (excluding secured volume by precursor joint ventures)
- Cathode materials : 395 thousand tons
- Anode Materials : 114 thousand tons
☐ Business Strategy for Li-ion
Battery Materials - Lithium : Use the chasm to our advantage by expanding business
through acquiring promising assets and diversify technology options for various lithium resources
- Nickel : Increase synergy with the cathode business by building an IRA-compliant nickel production system
- Recycle : Diversify customer base and enter European/North American markets utilizing
recycle hub operation experiences - Cathode : Diversify product portfolio and
customer base including global OEMs and cell makers - Anode : Establish full anode
line-up to supply IRA-compliant products
- Next-Generation Battery Materials : Establish supply chain for key components for all-solid-state batteries and
expedite entry into next-generation battery materials market by accelerating technology development based on partnerships with customers
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Proposed
schedule |
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Start date |
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End date
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December 31, 2026 |
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Expected investment amount (KRW) |
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Expected results |
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Become a global leading provider of raw and materials pursuing synergy within POSCO Group
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3. Potential difficulties in implementation
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4. Date of board resolution (decision date)
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July 12, 2024 |
5. Details of information
released |
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Information providers
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Finance & IR Team, POSCO Holdings |
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Information recipients |
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Institutional investors and securities analyst |
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Date & time of information released |
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July 12, 2024 (14:00 KST) |
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Title and place of event held |
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The 3rd POSCO Group LiB Materials Business Value Day
(Art Hall, 4F West Wing, POSCO Center)
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6. Contact points (Dept. name/tel.) |
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02-3457-5112 |
7. Other matters to be factored into investment decisions
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1. Above 2. Details of plan and activity schedule includes predictive information about the future and may
vary depending on changes in the business environment and management plans.
2. Above 4. Decision date is information provision date.
3. For more information, please refer to the
attached file or our company website (http://www.posco-inc.com). |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
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POSCO HOLDINGS INC. |
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(Registrant) |
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Date: July 12, 2024 |
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By |
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/s/ Kim, Seung-Jun |
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(Signature) |
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Name: Kim, Seung-Jun |
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Title: Executive Vice President |
The 3rd POSCO Group LiB Materials Business Value Day
Disclaimer posco HOLDINGS This presentation contains certain forward-looking statements relating to the
businessjl financial performance and results of the company and/or the industry in which it operates. The forward-looking statements set forth herein concern future circumstances and results and other statements that not historical factsjl and
are solely opinions and forecasts which are uncertain and subject to risks. Thereforejl the recipients of this presentation shall be aware of that the forward-looking statements set forth herein may not correspond to the actual business
performance of the company due to changes and risks in business environments and conditions. The sole purpose of this presentation is to assist persons in deciding whether they wish to proceed with certain investments to the company. The
company does not make any representation or warrantyjl expressly or impliedlyjl as to the accuracy and completeness of this presentation or of the information contained herein and shall not have any liability for the information contained in this
presentation.
New Corporate Vision & Enterprise Value Enhancement Strategy Jeong
Ki-Seop Chief Strategy Officer & President, POSCO Holdings
New Corporate Vision & Enterprise Value Enhancement Strategy Jeong
Ki-Seop Chief Strategy Officer & President, POSCO Holdings
New Corporate Vision Materials for Tomorrow. Innovation for Excellence
Materials for Tomorrow, Innovation for Excellence
* V*. * # mi m& Enhance e responsible ESG management system Foster e dynamic corporate culture to grow together Achieve predominant business leadership baaed on future
technology ,
Focus on Steel end EV Battery Materials, the two core biz posco HOLDINGS Become next technologies -generation
materials leader by maximizing group synergy and acquiring unmatched Steel Global expansion driven mainly by upetreem investment Economicelly viable decerbonization Reetructuring of low-profit, low-efficiency f ecilities posco HOLDINGS Group operations LNG infrastructure expansion Engineering BOX capabilities to generate Group-wide synergy New Discovery of new opportunities through MSA < Novel
technologies in future materials EV battery materials High-quslity resource acquisition ahead of the competition Accelerate production ramp-up Next-generation technologies
i i Steel: Power the transition to e sustainable future with global No.l cost El technology leadership
Qualitative growth through upstream-focused global expansion and economically viable decarbonization posco HOLDINGS Business Environment Block Economy Decarbonization / / 1 Supply chain realignment to serve national aelf-intereat
, Strengthened economic block triggered by multiple/ aecurityriaka / Stringent emissions regulation Uneven pace of transition / by regions / f
c9o â¡ptimize operational efficiency Increase facility efficiency by decommissioning low-efficiency, non-core assets â¡ffload
loss-making entrtes with structural reasons Inveat in overaeaa capacity, mainly upetreem Priority regions: India (high growth), US (high profitability) Comprehensive partnerships in steel S EV battery materials businesses Develop hydrogen-baaed
ateelmeking technology (HyREX) ^ HyREX demo plant (3DDK tons, 27) -Commercial scale f 3D) Explore alternative manufacturing technologies, e.g. shaft Apply bridge (interimr technologiea, e.g. EAF, to
produce decarbonized products l ^
posco HOLDINGS EV Battery Materials: Become a Leading Global Provider of Raw and Active Materials Capitalize on
the chasm (industry slowdown) to acquire high-quality assets, stake out future markets and grow inherent competence Business Environment EV market slowdown Cost and quality competitiveness comes into sharper focus Shifts in financing
conditions S weak growth v outlook deter investment . globally y/ Growing technology Importance Active cross-industry collaboration to satisfy stronger tech standards Rapid tech development e.g. earlier-than-expected V
market availability of solid / . state battery Actively acquire high-quality resources Make disciplined but opportunistic investment in high-quality end undervalued assets for future returns Increase investment in South American brine El
North American mine assets; diversify geographical mix Explore joint development and investment options with local partners overseas Build Efficient Mass Production System * Ensure on-echedule plant
construction by reinforcing project management; accelerate ramp-up by transferring steelmsking operational knowhow Estabilish global production sites to meet customers needs Acquire core
technologies in next-generation battery materials Develop solid electrolyte end SiDX anode materials at commercial scale to stey ahead in the next-generation battery materials market 9 Set industry standards and improve quality through
partnerships / / / iu
Strengthen Portfolio Management to Improve Capital Efficiency Exit from projects and assets that are
underperforming with low profitability, nan-care, and businesses misaligned with Group strategy; divestment proceeds to be reinvested in core projects or returned to shareholders w l.gtr Restructuring w aati Non-core 69 12D assets S Entities 44 Restructuring underway; sale of shares held in West Seoul Urban Expressway completed in Q224 W2.Btr Expected cash proceeds Target BB% by 25 B7% by26 posco
HOLDINGS UnderpBrforming projects Non-core assets 2D24 2025 2D26~
Cancel Treasury Shares (6%) within 3 years (wi.9tr based on current price) o â¡ur shareholder
return policy balances investment for growth and stable dividend. 23 dividend payout ratio at 44.7% Unencumbered portion (6%) of treasury shares to be cancelled over 3 years (excludes 4% used es underlying assets for eb issued in 2D
Board resolution to cancel 2% in 2D24 DOSCO HOLDINGS Shareholder Return Policy (23-25) Shareholder payout reserve 5D-BD% of Annuel FCF (PrJSCD Holdings) Basic Dividend
won/share Funds minus dividend payouts Any remaining reserves after payouts are returned to shareholders Treasury share cancellation f S4-f EBf %) 23 (used for EB issuance) 6% 6% to be cancelled
Repurchased treasury share to be immediately cancelled posco HOLDINGS In addition to existing treasury shsre
csncellstion, Boerd resolved WlDDbn of new treasury shares buybsck snd csncellstion *Part of the proceeds from non-care asset divestment in Ql 24 wss used to fund the buybsck Treasury share buyback SI
cancellation policy All newly purchased treasury shsres from the market for the purpose of enhancing shareholder velue ere to be cancelled immediately (excluding the portion far employeee) Shareholder Return Trend
ci5-E4) _ (1 trillion won) Dividends â Treasury shsre cancellation W 1.5tr W D.Btr 19 2D El 22 23 24 $K Data for 24
aasumes a basic dividend of won/shsre Treesury shere cancellation (2%), additional buybecka SL cancellation (WlDDbn)
1 -w Improve enterprise vslue by optimizing cspitsl efficiency
â ^aM mm E Balance investment in growth with continuous restructuring and deliver more value to shareholders . * posco HOLDINGSExit from underperfarming assets J? Invest in growth Improve capital efficiency Increase
shereholder return
Enterprise Vslue Enhsncement Report s-JLv 0 KPIs used for evaluation posco HOLDINGS Goals and plana are inf
ormed by status analysis and Board discussion; revisit goals after KPI evaluation Disclose Enterprise Value Enhancement Plan by EoY Goals SI plans Y N Enterprise Value Enhancement Plan Investor communications Board
discussion Status analysis
Materials for Tomorrow, Innovation for Excellence Turning the Chasm into Opportunities, Li-ion Battery Materials Business Strategy posco HOLDINGS
The EV market hes entered a chesm due to a slowdown h Market situation in leading countries *******
******* ******* ****** EPA* has lowered CD2 reduction target for 27- (Emissions regulation proposal) EV sales in Ql 24 fell short of forecast Sales (in thousand EVs) 4UU, Q4 23330, Ql
24430, Q2 24(f) 24 EV sales decline due to sunsetting of subsidies 1 Countries that ended subsidies: Sweden (end of 22) / UK (beginning of 23) / Germany (end of 23) â~
Slowing growth rete due to
economic recession end subsidy cut C23~) U.S. Environmental Protection Agency Global EV sales (Unit: thousand EVs) â¡AGR 21% â¡AGR 34% 101540 flfe 15,870 24 231D7D RP.TI Source: SNE Research(24.3.
Market Environment Prices stsbilize in 1H 24 following a decline thet began in 2H 23 Metal Prices Li Lithium
(US/kg, quarterly average) Ni Nickel 77.2 71 7D.1 75.1 32.3 54.7 45.4 15.2 VI 25.7 *22.2 22.3 1B-B^1J.2 14.1 13.B 2D.3 12.D 22 23 24 Present 22 (Jul. 24) 23
24 Present (Jul. 24) Demand/Supply outlook Lithium â¡versupply end excess inventory csused prices to fell in 24. Price recovery is snticipsted efter 26 due to supply decreese from thB delsyed new project
investments US 12-15/kg Nickel Price stebilized as increased Indonesian output offset supply shacks from sanctions against Russia and New Caledonia unrest. â â EEH^HBM US
16-lB/kg * SourceFastmarkets, LME 2
While uncertainties persist, global policy likely to continue to keep Chine in check posco HOLDINGS * Ten OHIO
to S0330 } v vow ^ el CINCINNATI, OHIO US presidential lection in November If Trump is re-elected, changes in EV promotion policy is expected to ceuse market to shrink
(Abolition/Reduction of IRA, etc.) * * Far-right advances in EU election Election results msy complicete climate policies such ss the Green Deal
While uncertainties persist, global policy likely to continue to keep Chine in check posoo HOLDINGS Tariff
hikes on Chinese EVs % 10% MAX.4B
POSCO Gr ategy 1
11. Complete a Full Value Chain â¡2. Boost Business Competitiveness
â¡3. Get ahead of the race to the pO€ Next-Generation battery market H0LC
From raw to active materials, poec©HOLDINGS aFunva^n multiple
projects will come online in 24 ££SX£ZL PQSCD Groups value chain Bet ahead of the race â¡ the Next-Generation batteryrnerket ^mm^^mmm^^ ^^^^^
m^m^^^m^ QCIQJI huhh^ BH^HmHHHHM ^BBBBBBBBBBBBl ^i^BBBBBBBBBV ^âHBbBbV _________ , ^i^BBBBBBBBBB ^âHBaaak Cathode <--1 tHrSE^Mji l<I llJMlltl I Cathode <--1 mI i Lithium W ^
y Lithium ^ ^ Nickel ^PVHb!bbV Nickel
1-1-^^^^P // 1-1- Recycle
^Efl^fTfWaV ^BaW^WF^aak aaTsfflffflWak ^BaW^Wf^BaW P Natural <HfgU^B^â SHi^P
|~~ Natural BngWCtST^P ^^^^^^^^^^ ^^^^^^^^^^ Anode^^^^^^ AnodeArtificial
VlalliaaaP ^VlaalHr .HUH * ^*-**^afc_ A.
Complete a Full Value Chain Synergies within PDSCD Group to promote the growth of the lithium ion battery
materials business Synergies posco HOLDINGS . From steel to lithium ian battery materials Share knowhow of the worlds most competitive steelmaker From rew materials to recycle Deliver tailored solutions to customers Leveraging
capabilities from R&D triangle Build leadership in both future SI production optimization technologies Deploy operational experience S top-performing engineers from steelmaking operations Provide
integrated solutions to customers â¡btein a reliable El competitive supply of raw materials N.EX.T Hub-PDSTECH: future technology development â¡perating company (PDSCD Future
M): optimization technology development Boost Business Competitiveness Bet shead of the race to the Next-Generation battery market
â¡1. Complete a Full Value Chain Competitiveness
â¡3. Get ahead of the race to the Next-Generation battery market OOSCO HOLDINGS ID
- A Hard Rock Lithium: Accelerate ramp-up and
obtain p°-° Complete ^^^r _
_â â â â â â â_ mmW _â _ a Fun Va.ue
Cham product ccrtif ication by leveraging experience in Demo Plant Boast Business # . * x .!«*** # Competitiveness
.. * * . , # # * u P-PLS (Herd Rack Lithium)
1- PDSCD type plant operation rate (%) °f Bnd °f quartBr) Ni ^^gj^^^p Get ahead of the race !|l^ ^ battBry market
^^^^^^^^^|p^^^^^|^4^f - -0%- ,_ m 24.1Q 20 3P 4Q 25.10 23.11 24.4
24.9 25.2 25.9 Construction Inaugural Construction PCSCC-type Conventional
ofPOSCO- shipment of conventional process process Product certification commencement: type process PraB,e;8. fully opsrstionsl fully
operational p-Future M (MBy24~)f Major Korean cell makers (Jun. 24~) completed completed 7 f J (21.5kt) (Causticization, 1, + 21.5K tons) 11
Complete a Full Value Chain Brine Lithium: Minimize trial and error by applying
P-PL5 operational experience posco HOLDINGS P-Argentina (Brine Lithium) PDSCD type plant operation rate (%) (as of end of quarter) 100% Recycle Cathode Anode Get ahead
of the race to the Next-Generation battery market 24.7 Construction of PDSCD- type process completed (25kt) 24.9 Inaugural shipment ,25.4 PDSCD-type process fully operational 25.6 i Construction of conventional process completed
(Evaporation method, +25K tons) ConventiDnal process fully operational Industry avg. (McNulty Curve) 24. Jul. S5.SQ it I I %< Product certification commencement: P-Future M (Sep. 24~)f Global
Cathode producera (Nov. 24~) Boost Business Competitiveness
Complete a Fun Value Chain Boost Business CompetitivanssB Jhein nsss f1bbb RBcycIa Cathode Anode
â¡et ahead of the race to tha Next-Generation battery market Use the chasm to our advantage by acquiring top-tier assets end expending business posco HOLDINGS Hard Rock Australia: Increase
production through partnerships with miners, e.g. Pilbara Minerals Canada: Acquire stakes in profitable mines Explore new lithium mines in Africa and South America Brine Phase 3 oxponaion of bmo project in Argentine Acquire ulUUli
BlbmaeaagtainChiBviB JV partners! y Geothermal Brine Acquire new lithium resources in North America A* Diversify raw materials au J3v i
- 0 Diversified technology options provide flexibility p b Full Value Chain tO SdSpt BH H H
Competitiveness !_» HHHB H| | l .1. . Nl Brine Hard Rock Beothermal brine Recycle_ Cathode Anode Technology Mechanism Advantages Operations _ . ,-- Sustainable and proprietary Bet ahead of the race
etheNext-Qeneretien POSCQ-typBprocess Electrochemical oj m E KflL-n batterv market (BPED) reactions . P-Argentina (Phase 1) * Waste reduction is achieved through chemical additive reuse and byproduct
elimination Conventional process . P-PLS (Plant 2) (causticization, evaporation Chemical reactions Commercially proven P-Arqentine (Phese E) method) ** _Suitable for
low-grade lithium concentration ISIbw salt lakes CLE Absorption Lithium recovery from low-grade, high-impurity brine via Geothermal brine adsorption and
concentration technologies * Qinnlar CInn+rnniok/oio ** nirnpi+ I i iii im Pviranfinn
- Breakthrough Technologies p Complete a Full Value Chain Boost Business
â¡â¡mpetitivenBBB Bipolar Electradialyaia (BPED) Direct Lithium Extraction (IDLE) Li (Successfully applied in P-PLS Plant 1 S
P-Argentina Phase 1) (Pilot Plant test using geDthermal brine, ~24.12) Ni I Lithium sulfate is electrochemically converted trj lithium Technology development began in IB; pilot testing on Argentine
brine was completed in 19. hydroxide by passing through electrodislysis membrsnes Acquired proprietary technologies in adsorptive agent production and high-speed processb Recycle _ _ Bipolar Anion exchange Cation exchange Bipolar AdSOrptkin RemOVOl
Of impurities DeSOrptkm Lithium TeCOVery (LiCI) m membrane fl membrane membrane membrane m m /n_p+ m_+ _±_ H â a! â I Brine (CaNBBtcJ Freshwater _a: B * *l1 *
â âpfcrai u rrri Get ahead of the race ⦠B ⦠9#9 1 i 9CI~9 9CI9 9 9 to the Next-Generation h2o LisSD4 h2o !]l 1 » XX XX battery market _ J B 1-LyJ-- turiT Lici u*di-u*ci- _-. -«-.-* Subsidiary materials(NaDH) inputs are reduced H
Improved adsorption performance TbJ.JujJuoI (dGWn E5% VSCDnventional PrDcess) TBcrtmbgcal (uP15% vs- conventional process) excefencB Waste reduction ie achieved through subsidiary *
excefence Freshwater use minimized materials reuse end byproductOMagSC elimination (down by 2D% vs conventional process)
Ni Recycle Cathode Anode Get ahead of the race â¡ the Next-Generation battery market posco
HOLDINGS Li production capacity (Unit: kt) Hard Rack Brine Recycle 71 Recycle, 3 Brine, 5D Recycle, 3 Brine, 5D Recycle, 3 Herd Rack, 22 Recycle, 3 Brine. 25 Hard Rock, 43 Hard Rack, 43 Hard Rock, 43 2023 2024 2025 2026 IB
Complete a Full Value Chain Recycle Cathode Anode Bet ahead of the rece to the Next-Generation battery market
Increase synergy with Cathode business by building an IRA-compliant nickel production system â¡nly 6% of global nickel supplies in 23 were
IRA-compliant 30kt(B%) IRA-compliant nickel sulfate 52Dkt 49Dkt posco HOLDINGS Smelt Refine ln-house supply of + 2 IRA-eligible nickel Smelter SNNC. Matte Construction completed in Jan. 24 Quality standards achieved in May 24 Refinery PDSCD, nickel aulfate Commissioning completed in Jun. 24 First batch
production in Q3 24 I I MM T<# 17 Boost Business Competitiveness
Complete a Full Value Chain ii Recycle Cathode Anode Get ahead of the race to the Next-Generation battery
market _ Breakthrough Technologies Atmospheric Acid Leeching (AAL) (Pilot Plant) Hydrometallurgical process under development; Nickel ore is leached at atmospheric pressure and temperature As-is To-be / » High pressure end temperature Atmospheric pressure end temperature Technologii cellenc r tailings treatment Lower C02 emissions posco HOLDINGS Simplified refining process (NiSD4) (Pilot Plant)
Refining process under development; Process configuration is optimized and streamlined As-is Leaching Solvent extraction â â Apply special reagent 2 stages Deploy
high-efficiency equipment f 30% reduction in No. of machines Technologies . |_ower CAPEX and OPEX excellence Boost Business Competitiveness
Complete a Full Value Chain Bcycls Cathode Anode Get ahead of the race the Next-Generation battery market
Nickel sulf ete(NiS04) production capacity (Unit: kt, contained nickel) Primary Recycle Recycle, 3 Primary, 45 Recycle, 3 Recycle, 3 Primary, 2D Recycle, 3 Primary, 2D 2023 2024 2025 2026 3& Excluding supplies acquired through pCAM JV
partnerships Boost Business Competitiveness
Complete Recycle Cathode Anode Get ahead of the race to the Next-Generation battery market Recycle Achieve
acceptance and operation rate targets; Attain profitability by diversifying customer bese P-HYCM I n Acceptance rate / Operation rate (%) (Based Dn monthly average) Acceptance 100% 94% 100% 9E% 50% 43%
23.5 P-HYCM Start of Production(Bkt) 23.E Ramp-Up 24.2 1DD% Acceptance rate 24.6 92% Operation rate 25.E Increase sales to electrolyte / cathode
producers Jan. 24 Feb Mar Apr May Jun $K Product CBrtif icatian commencement: P-Future M (May 24~), Korean Cathode producers (Jun. 24~) a Full Value Chain i Boost Business Competitiveness
Complete Full Value Chain Boost Bueineae Compatitrvenaaa Enter European & North American markets based
an experience in recycle hub operation Recycle Cathode AnadB â¡et ahead of the race to the Next-Generation battery market OOSCO HOLDINGS Use various raw materials Scrap from cell makers * End of Life EOL* battery
â BS Ecd Meter/si Cathode scrap C P-FutumM ) Downstream proceaa, Korea P-HYCM Mess produce battery-grade lithium, nickel and cobalt » Build regional spokes and hubs Hub Hub
Complet a Full Value Chai Boast Business Competitiveness Rec 1 Cathode Anode Get ahead of the rac to the
Naxt-Ganarati battery mar Recycle Breakthrough Technologies posco HOLDINGS Pyrometallurgical ECL battery recycle process under development (Demo plent in operation since Jun. 24, commercial production scheduled for 27) Saf Br and simpler
pretreatment process Tenhnnlnninal pvnallpnnR » Black Mass Law-carbon emission smelting technology Black Alloy (Ni-CD-Mn-Cu) Lithium compounds Graphite
High-temperature smelter III 50% II BD% Production time (pretreetment) 4 â
Complete a Full Value Chain Recycled de Catho Anode Get ahead of the race to the Next-Generation battery market
!athode Diversify Cathode customer base and product portfolio posco HOLDINGS Diversify customer bese Global DEMs and Cell makera SAMSUNG SDI HONDA ULTIUM L L7VN XI Cb LG Energy Solution SK â¡â¡mpany in M Japan
company in Europe posco FUTURE M Diversify product portfolio Build a wide-ranging product portfolio to serve all csr segments from sntry to premium 4 Entry LFP/LMFP development Standard Mn-rich LMR NCM Premium
High-Ni single-â¡rystel NCMAf NCA High voltage Mid-Ni Boost Business Competitiveness
Compleff a Full Value Chaii Recycled Cathod â i Anode â¡at ahead of the rei
to the Next-Generetii battery mark Cathode Breakthrough Technologies Mn-Rich LMR* <p«ot pianti * Lithium Manganese Rich First to pursue commercialize cost-competitive LMR (Sample test) Particle size control â¡ensification
posco HOLDINGS Cathode for all-solid-state batteries (p Homogeneous protective coating (Sample test) Hot Plant) Side reactions â¡ry coating Protective â¡eating BE: solid
electrolyte Wet coating Bchnological excellence Excellent cost competitiveness (15% I compared to NCM) High thermel stebility reduces fire risk Bchnolcgical * Prevent interf sciel side reactions excellence . ySB Df CQS compBtitive coating solutions
a4 Boast Business Competitiveness
Complete a Full Value Chain Recycled Cethod Anode Get ahead of the race the Next-Generation battery market
Cathode production capa Domestic China North America China, 25 Domestic, 130 2023 2024 â â(Unit: kt) North America, 3d China, 25 Domestic, 1BD North America, Ed China, 25 Domestic, 2BD posco HOLDINGS North America, ED
China, 25 Domestic, 31D 2025 2026 E5 Boost Business Competitiveness
Get eheed of the race to the Next-Generation battery market Anode Full Anode
line-up to supply IRA-compliant products posco HOLDINGS Natural graphite * Offtake for African flake graphite (Tanzania, Mozambique, etc.) * Construction of spherical
graphite /acid treetment facilities in Korea completed C2B) Artificial graphite * Secure maximum productivity C24) * Enter countries with low electricity costs (26) Silicon * Develop low-cost SiDX msde
from ex-Chine silicon * [P-Silicon Solution] SiOx 55Dtps capacity [P-Future M] Si-C
production planned by SB * Shareholding structure: P-Silicon Solution (!â¡â¡% owned by PDSCD Holdings) Worlds only IRA-compliant
and non-FEOC Anode
Camplet a Full Value Chai Boost Business Competitiveness Recycled Cathode An Get ahead of the rai to the
Next-Generatii battery mark Anodi Breakthrough Technology Natural graphite anode (Mass production in Sejong factory) high-performance (fast-charging/low-swelling) products
As-is To- High-density! -be spheronization echnological excellence Natural graphite that can be mixed with artificial graphite
Longer lifespan and shorter charging time DOSCO HOLDINGS Silicon anode (SiDx) (Mass production by P-Bilicon Solution) Continuous manufacturing technology modeled on PDSCCs steelmaking process is under development (certification underway by
major Korean cell makers) Silicon oxide Nano silicon Carbon layer Dopant (improved initial efficiency) -SiDP Continuous manufacturing hnological cellence High productivity (1.7X vs. batch type process) * Low coating coat (5D% i
compared to CVD carbon coating) 37
Complete a Full Value Chain Boost Business Competitiveness Li Ni Recycled Cathode Anode Get eheed of the race o
the Next-Generation battery market Anode production capaci Natural graphite Artificial graphite Silicon Artificial graphite, B Natural graphite, 74 2023 2024 posco HOLDINGS (Unit: kt) Silicon, 1 {Artificial graphite, IB Silicon, 1 Artificial
graphite, IB Silicon, S Artificial graphite, SB Natural graphite, 74 Natural graphite, 74 Natural graphite, 74 2025 2026 2B
â¡1. â¡E. Complete a Full Value Chain Boost Buainess Competi Get a
Next-Generation LA to the posco HOLDINGS 29
Complete e Full Velue Chain Commercialization of all- industry trend
2027 tor 27 B company All-solid-stair battery-mounted EVs will r launched in 207 â¡lid-state batteries in 27 Demand outlook 140
ED Primarily applied to premium EVa Expected demend between ED end 12DGWh in 2032 I a DOSCO HOLDINGS Optimistic 3.6% in EV bettBry market share Boost Business Competitiveness Get shead of the race to the Next-Generation battery market
Complete a Full Value Chain Supply all key components All-solid-state
batteries e + separator ; ⺠Solid electrolyte i E V.___________________________________________________ Enhanced safety ithn â anode Increased energy density for
all-solid-state batteries posco HOLDINGS Products by PDSCD Group Lithium ion battery All-solid-state battery (graphite) lathode r>wr> lithium metal] lectrolyte
Cathode Increased lithium usage in all-solid-state batteries compered to current lithium-ion batteries (aPPmx eb-32%) Booat
Business Competitiveneea Get ahead of the race to the Next-Generation battery market
Complete a Full Value Chain Expedite entry into next generation bettery meteriels by eccelerating technology
development beeed on pertnerehipe with customers posco HOLDINGS Solid electrolyte (p-jksolid solution) Cost competitiveness through sourcing low-cost raw materials (Product certification ongoing by major
Korean cell makera) Lithium metal anode (DemoPiant) Enhance safety via protective coating application and wide-width manufacturing technology modeled on steel electroplating (sample test underway by global OEMs) Before protective coating After
nrntentive nna1 After protective coating P-JK Solid Solutii Production scale-up aligned with customer growth roadmsps (~E6) PDSCD Holdings Width 1DD
⺠BDDmm under development Shareholder structure: P-JK Solid Solution (PDSCD Holdings: 4D%, Jeongkwsn BD%) Boost Business Competitiveness Get ahead of the race to the Next-Generation battery
marke
Summary PD5CD Groups strategy to stey competitive Build competencies the full value chain Acquire
high-quality assets (Salt lakes, mines) â¡a- Bet ahead of the race to the Next-Generation battery merket 3.4 23 trillion won tathode. Anode B.B Lithium, Nickel 2.2 26 Revenue
â 23 1.6 Anode 1.1 Lithium, Nickel â¡.5 26 EBITDA Based an simple summation, before offsetting transactions between affiliates 1 38 Recycle revenues and EBITDA are included in lithium S nickel figures %
In 26, Lithium price of US lBJDD/ton & Nickel price of US 17f375/tonf and exchange rate of U5D/KRW=1,192 assumedPrice estimates were made by PDSRI based on dsta from WoodMac, Fastmarkets, etc.
Materials for Tomorrow, u/ m Innovation for Excellence fr Hl h Thank vdu for vour attention
POSCO (NYSE:PKX)
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