🧠 Food for thought

Implications, context, and why it matters.

This silicon advance fits into a broader anode plan

• Posco Future M is already growing its standard anode business to meet nearer-term battery demand, even with silicon anode production planned for 2028 1.
• The company is spending 357 billion won (US$236 million) on an artificial graphite anode plant in Vietnam. Commercial output is due in 2028, with capacity of up to 55,000 metric tons a year and room to expand as orders rise 2.
• Support comes from signed business, including a 1 trillion won (US$660 million) contract to supply anode materials to a global automaker from 2027 through 2032 1.
• That larger base in current materials gives POSCO Future M the scale and customer ties to roll out silicon anodes later 1.

Supply chain control strengthens Posco Future M’s pitch to customers

• Posco Future M says Posco Group has built supply chain reach across raw materials, battery materials, and recycling. It also cites resource bets such as graphite mines in Africa 3.
• That approach fits Western rules such as the US Inflation Reduction Act, a US law that encourages domestic and allied-country clean energy manufacturing. One example is its North American joint venture with GM, the US automaker General Motors 4.
• As Korea’s only producer of graphite-based anode materials, POSCO Future M stands as a domestic supply hub. It also sells cathode and anode active materials used in batteries 1.
• Progress on silicon and tighter control of sourcing make the company a stronger supplier for automakers shifting to EVs 2.